Implementation coordinator job description

Texas Capital Bank is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.

While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital Bank, we do more than build business success. We build long lasting relationships.Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital Bank was recently named the #1 most trusted bank in the country on Newsweek's inaugural list of America's Most Trusted Companies. For more information about joining our team, please visit us at www.texascapitalbank.com.

The Commercial Card Implementation Coordinator (IC) is responsible for providing support to the Implementation Specialist gathering set-up details to ensure set-up and card issuance is correct and done within client launch requirements.

The IC will also be the high-level, high touch client support for 2nd level expertise for anything needed to be completed within the card processor or Network tools as changes need to be completed. The IM will also be responsible for the implementation of smaller tier clients. Clients within this tier will typically be implemented via phone calls and using TEAMS meetings to secure the information needed to implement the clients. The card tool implementations and training will also be done by this team.
Responsibilities

* Implement all smaller tier spend Commercial Card clients.
* Contact with the client will be made to send an e-mail of suggested times to conference to gather implementation details within 24 to 48 hours after the assignment is made
* Will take 2nd level service calls and help clients or internal partners when clients need help not supported by the 1st level servicing support team.
* Will partner with the Implementation Consultant to gather specific details of client builds in the processor platform and will get final approval in writing from the Implementation Consultant to continue with the set-up and order of cards once the IC approves the details are correct and ready to be built and cards ordered
* Training for clients within the threshold of implementation and will have the Technical Consultant/Trainer assist if complex set-up
* Keep all implementation and platform documentation up to date related to the segment thresholds
* Understand all commercial card products and processor system capabilities
* Engage the card account manager for a formal hand-off to the client after one or two cycles are complete and client is stable.
* Leverage other departments to include needed resources
* Client and teammate experience is the center of most if not all key strategies and tactics
* Effectively communicate and engage key leaders within the bank to guide and lead partners to drive greater performance and client experience
* Ensure all teammates understand and embrace Texas Capital Bank core values, compliance and illustrate strong business ethics
* Drive a culture of spirited competitiveness, teamwork and continuous improvement

Qualifications

* Bachelor's degree in business related field (Accounting, Procurement or equivalent business experience) a plus.
* 2 or more years of commercial card implementation or servicing required
* Proven experience as a change leader improving the results and quality of the client experience
* Excellent verbal and written communication skills and excellent interpersonal, communication and presentation skills required
* Must be highly motivated and be able to motivate her/his peers and influence partners in other areas to achieve goals

We seek a candidate eager to join a start-up atmosphere, someone who is able to adapt readily, instill confidence in internal and external partners and drive results. Comfort with ambiguity and a high aptitude for adaptability are necessary.

As the ideal candidate, you'll need to be able to quickly prioritize opportunities and have a strong drive for accomplishment. You must be comfortable with shifting priorities and be a world class problem solver, working across functional units to ensure success. Strong written and verbal communication skills, and ability to convey ideas and information through slides, as well as verbal and written materials is required. You must also demonstrate an ability to manage a variety of tasks within a fast-paced, collaborative environment, and be solution-oriented while keeping tasks prioritized. The ability to raise issues before they turn into problems is critical. Strong organization, time management, problem solving, and communication skills are essential. The ideal candidate also brings creative and strategic solutions to the table to help solve complex problems and is someone who acts as a change agent to evolve processes and challenge current thinking.

This role's ideal candidate needs to exhibit technical acumen and business savvy. You'll need to be able to quickly prioritize implementation tasks and have a strong drive for results. You will be able to present project plans, system overviews, and demonstrate product features across the suite of products. You must be comfortable with ambiguity, shifting priorities and be a world class problem solver, working across functional units to ensure client satisfaction. You will be accountable for building exceptional experiences for the EES portfolio of capabilities. You should be excited to partner with a broad array of internal stakeholders including other members of our world-class Development, Product, Sales, Legal, Compliance, and Marketing teams.
A successful candidate is:

* Collaborative - strong partnering skills including with fellow team members, peers, and key stake holders; able to build relationships & connect ideas across internal and external opportunities
* Creative and Curious - willing to take risks, challenge traditional approaches, inquisitive with a penchant for seeking new opportunities
* Determined and Disciplined - achievement oriented; optimistic about what can be; persistent, resilient to setbacks, seeks high levels of activity, fast-paced environment; demonstrates a fierce commitment to challenging status quo, a strong bias for action

Qualifications

What you'll be doing

* Serve as the project lead for clients implementing or improving their Employer Services solutions
* Consult with Solutions, Data Services, Software, Sales and/or Project Sponsor to develop business requirements and project charter in accordance with project goals
* Create and manage project plans to ensure implementations stay on track and meet deadlines
* Maintain project documentation and communicate status/project decisions to stakeholders and management on a regular basis
* Track and report key implementation progress milestones
* Plan, lead, coordinate and collaborate with cross functional project contributors and client subject matter experts
* Identify, communicate, and escalate project risks/issues
* Collaborate and align with third-party vendors when issues traverse multiple systems
* Coach, guide and prepare clients for successful Employer Solution program rollouts

Additional Information

All your information will be kept confidential according to EEO guidelines.

Experian is proud to be an Equal Opportunity and Affirmative Action employer. Our goal is to create a thriving, inclusive and diverse team where people love their work and love working together. We believe that diversity, equity and inclusion is essential to our purpose of creating a better tomorrow. We value the uniqueness of every individual and want you to bring your whole, authentic self to work. For us, this is The Power of YOU and and it reflects what we believe. See our DEI work in action!

If you live in Colorado, Connecticut or New York City, please contact us here for the salary range of this position (include the exact Job Title as it reads above in your email). In addition to a competitive base salary and variable pay opportunity, Experian offers a comprehensive benefits package including health, life and disability insurance, generous paid time off including parental and family care leave, an employee stock purchase plan and a 401(k) plan with a company match.

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Join Fintech as an Implementation Coordinator!

Fintech is the leading business solutions provider for the beverage alcohol industry, empowering alcohol suppliers, distributors, and retailers with smart solutions that simplify beverage alcohol management. Our unique, thriving company culture promotes collaboration and growth at every level, and our comprehensive employee benefits have earned Fintech the title of a Tampa Bay Times Top 100 Workplaces for 2020 and 2021.

InfoSource provides market intelligence designed for the beverage industry. We empower teams across the alcohol industry with the insights they need to better understand consumer demand and ultimately grow their business.

Our Implementation Coordinator executes implementation of Fintech products for clients. The Implementation Coordinator conducts project kickoff calls, project data gathering, reviews collected data, coordinates project resources, and delivery requirements from knowledgeable interactions with the data services, data governance, and data engineering teams. The Implementation Coordinator sets expectations throughout projects. The Implementation Coordinator is responsible for delivering product to our clients on time and ensures solutions meet agreed upon requirements.

The Implementation Coordinator understands clients detailed explanations of business requirements and simplifies the same for various stakeholders throughout the organization; delivering development results in a timely and comprehensive manner.

Job Category: Full Time -Exempt

Essential Functions:

* Encapsulate stakeholder requirements into a project plan
* Assess available resources and delivers results
* Provides suggestions for bounding scope of proposed projects
* Communicates constraints of delivery and sets appropriate expectations for internal teams
* Facilitates necessary resource interaction and stitches together deliverables in timely fashion
* Absorbs highly complex data models and associated tool interactions
* Transforms technical detail for consumption by non-technical teams and stakeholders
* Develop Standard Operating Procedure (SOP) documentation
* Other tasks as needed to ensure client success

Qualifications:

* 2+ years of experience implementing project work
* Proven ability to work both independently as well as within large cross-functional teams
* Highly organized and detail oriented
* Experience with and possesses a thorough understanding project management
* Experienced with platforms such as Power BI and Tableau
* Strong verbal and written communicator of technical detail
* Ability to explain complexities in simplified, easily digestible terms

Our Benefits:

* Employer Matched 401K (Up to 10% of Employee Salary)
* Medical Insurance Options with generous employer contributions
* Company Paid Dental Insurance Option (Employee only)
* Company Paid Vision Insurance (Employee only)
* Company Paid Long and Short-Term Disability
* Company Paid Life & ADD&D Insurance
* Employee Recognition Program
* 18 PTO a Year
* Business Casual Dress Code
* On-site workout facility
* On-site cafeteria with Starbucks coffee
* Check out www.fintech.com and infosource.ai for more information!

We E-Verify.

Fintech is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Fintech's management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs and general treatment during employment.

Fintech is a Drug-Free Workplace.