Implementation Consultant

Description

We provide technology that community financial institutions use to manage risk and drive growth. Our solutions automate key processes – from anti-money laundering to fraud detection to CECL readiness to lending workflows – empowering our customers by addressing their Enterprise Risk Management needs.

TheImplementation Consultantis a key member of the Client Services team. In this role, you will be a key driver of client success by developing implementation strategies and supporting product design and configuration during implementation. You will collaborate with other members of the Client Services team, the Product team, and the Sales team to support our Banking Platform clients.We are looking for energetic candidates with a strong intellect, a passion for finance, the ability to execute with excellence, and superior communication skills. This individual will report to our Manager of Consulting.Applicants may choose to work remote or office based in Raleigh, NCor Austin, TX.

What You'll Do:

• Develop subject-matter expertise in the Sageworks Banking/Loan Origination platform
• Lead multiple client implementations of various sizes and complexity through the design & configuration of our banking platform solutions
• Serve as the primary point of contact and communication with the customer and maintain accurate project plan details
• Manage the day-to-day execution of project implementations including the review of customerrequirements, monitoring project progress and timelines, and identifying and resolving issues to drive project success
• Communicate design strategy and pertinent configuration details to the client education team responsible for customer training in a timely manner
• Maintain job aids and training materials for product design and configuration
• Drive successful adoption and coordinate post-implementation Account Management handoff to the Client Success Manager
• Work with the Client Success team to monitor and support product usage, client satisfaction, and configuration needs.
• Collaborate with the Product team to maintain and enhance product functionality based on client feedback
• Provide customer service through technical support, product feedback, and client follow-up

What You'll Need:

• 2+ years of experience in banking, consulting, or SaaS product implementations
• Banking experience and credit knowledge preferred
• Ability to communicate effectively in and across teams; must possess strong written and verbal communication skills
• Excellent facilitation skills to lead client engagements and working sessions
• Demonstrate attention to detail while managing multiple priorities
• Willingness to travel up to 50% of the time to meet with clients
• Ability to accomplish tasks in a timely manner and solve problems with limited direction
• Occasional travel required for team events to support engagement, relationship-building, and key decision-making

WhatYou’llGet:

• Market competitive total rewards package
• To be part of theHeart & SOULof a winning company with an inspiring mission
• The opportunity toMake Big Things Happen
• Competitive salary along with full health benefits with an HSA option
• Flexible PTO and bank holidays
• 401(k) plan and company match