IT Project Specialist

Implementation Specialists are responsible for onboarding new customers onto bank's solution., Consultation to determine the best configurations for the client's business needs; configuring the software with and for the customer; working with internal teams on complex technical integrations; tracking, managing and providing regular updates on the progress of an implementation project; ongoing communication with client-side and internal stakeholders throughout the process.

What you'll do:

Provide excellent customer service to your customers

Leverage your deep product expertise to share best practices on how your customers may maximize value from their investment in our bank.

Acquire technical product knowledge through training, self-directed research and testing, and internal consultation

Lead client-facing kick-offs, requirement gathering sessions and configuration review meetings

Partner with internal and external technical teams to coordinate custom integration work

Report on project status and blockers to Customer Success leadership during weekly meetings

Train clients to a point where they are able to operate self-sufficiently and confidently on bank's platform

Conduct webinars and group training sessions to onboard our smaller, more independent customers

Share innovative ideas with peers and leadership on how to further enhance our thinking and focus on operational efficiency and innovation

Cross-functionally collaborate with the Customer Success Management team to understand the client needs and requirements to ensure a timely and complete implementation process

5+ years of implementation, customer success, or customer support experience

Meticulous attention to detail such as workflow and processes

Knowledge of accounting/finance systems (e.g., Netsuite, Sage, QuickBooks) and accounting practices (e.g., monthly close, expense management, audit processes)

preferred. If the prior knowledge isn't there, this role must have the drive and aptitude to quickly get up to speed on core accounting concepts and processes.

Strong interpersonal skills including clear communication and collaboration; ability to coach and train customers effectively

Competence and comfort presenting to C-level executives

Highly organized individual with the ability to handle multiple projects simultaneously on tight timelines

Growth mindset with drive to continuously improve

Executes the goals and milestones associated with application development projects.

Supports the Project Managers in the analysis, design, construction and implementation of assigned projects, including resource planning/tracking and budgets.

Usage of a standardized project management methodology to guide all projects in a consistent, organized and reliable manner.

Previous experience in application development or on a large project, as a Project Specialist, a plus. Strong data analysis skills required.

Knowledge of issues/risk management and project change requests is a plus.

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.