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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing complex client implementations within the banking or fintech sector, including hands-on configuration, integration, and technical troubleshooting. Proven ability to lead user acceptance testing, coordinate with multiple stakeholders, and mentor team members to enhance implementation processes.
Highest-signal resume keywords
Banking Or Fintech ExperienceSoftware ImplementationClient OnboardingTechnical Project ManagementUser Acceptance Testing
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
ConfigurationIntegration DependenciesTechnical TroubleshootingDefect InvestigationCutover PlanningLaunch-Readiness DecisionsPost-Launch StabilizationGap AnalysisAcceptance CriteriaMilestones
Soft Skills
Clear Written CommunicationVerbal CommunicationMentoringProblem-SolvingClient Management
Tools & Technologies
SmartsheetJiraConfluenceBankjoy's Admin ToolsAI Tools
Industry Keywords
Core Banking SystemDigital Banking PlatformClient SuccessImplementation ProcessesFinancial Institution Projects
About the role
Key responsibilities & impact- Own complex client implementations from sales handoff and discovery through configuration, testing, launch, stabilization, and transition to Support and Client Success
- Translate contracted scope into requirements, gap analysis, milestones, dependencies, owners, and acceptance criteria
- Resolve gaps early and manage changes to scope and delivery commitments
- Lead kickoff meetings, working sessions, and client status calls
- Explain product limitations and core-specific requirements to technical and nontechnical client teams
- Coordinate core providers, third-party vendors, Product, Engineering, QA, Operations, and implementation colleagues
- Configure and validate client environments through Bankjoy’s admin tools
- Document client settings, integration prerequisites, data requirements, and known limitations
- Maintain Smartsheet plans and the Implementation Status sheet with dates, owners, risks, decisions, and weekly status updates
- Escalate blockers with proposed recovery plans
- Lead user acceptance testing, client training, and defect triage
- Reproduce issues and distinguish configuration or data problems from defects
- Coordinate cutover plans, readiness reviews, go/no-go recommendations, and rollback planning
- Confirm client sign-off and required approvals before launch
- Handle senior client escalations and manage concurrent priorities
- Lead post-launch stabilization and handoff, including configuration records, open issues, owners, and support expectations
- Improve core-specific guides and templates
- Mentor Implementation Managers, Specialists, and colleagues through complex delivery work
Requirements
What you’ll need- Banking or fintech experience is required
- 5+ years in software implementation, client onboarding, or technical project management
- Demonstrated ownership of complex financial institution projects from planning through launch
- Experience with a core banking system or digital banking platform
- Hands-on configuration, integration dependencies, and technical troubleshooting experience
- Experience managing concurrent client projects, external vendors, scope changes, and delivery risks
- Practical experience with UAT, defect investigation, cutover planning, launch-readiness decisions, and post-launch stabilization
- Clear written and verbal communication, including difficult client conversations and executive updates
- Experience mentoring colleagues and improving implementation processes
- Comfort working in a lean team and performing configuration, documentation, and follow-up independently
- Experience with Smartsheet, Jira, and Confluence or equivalents
- Comfortable using company-approved AI tools for documentation and analysis while verifying outputs and following data-handling requirements
Benefits
Comp & perks- Competitive compensation
- Stock options at a well-funded startup
- 100% of medical, dental, and vision premiums for individuals on the USA base plan
- Significant contributions toward all other USA plan options
- 100% of extended medical, dental, and vision premiums for employees and their families under the Canada comprehensive plan
- Retirement plan with 4% company matching
- 8 weeks paid parental leave for birthing parents
- 4 weeks paid parental leave for non-birthing parents
- 3–5 weeks PTO depending on tenure
- 5 health days
- 15 holidays
- End of year shutdown
- Performance-based bonuses
- Remote first culture
- Fast-paced and collaborative environment