Location: Any CSI office. Open to location discussion.

JOB SUMMARY

Implementation Specialists are responsible for executing solution and application implementations for existing and new customers. Their projects include new conversions, cross-sell, and mergers that are positioned with relatively low intensity.

Specific activities Implementation Specialists perform may include customer data conversion and configuration, go-live transition, and/or a combination of both.

 

KEY RESPONSIBILITIES

• Effectively communicates and interacts with the customer.
• Introduces customers to their CSI solution(s).
• Defines implementation requirements and ensures alignment with each customer’s functional expectations.
• Stay informed about all relevant products and enhancements to ensure knowledge for successful training and conversion.
• Performs other duties as assigned.

 

Data conversion and configuration-specific tasks

• Defines file layout and/or mapping for conversion of data from previous system to CSI solution; creates data mapping diagrams for data translations and defines the rules for how data is moved.
• Gathers requirements for and configures application settings within CSI solution to meet the client’s functional expectations.
• Configures software onto solution hardware; prepares and executes hardware driver configurations.
• Prepares for and executes solution testing; may lead customers through initial acceptance testing activities; triages issues resulting from user acceptance testing.
• Performs other duties as assigned.

 

PRIMARY RESULTS ACCOUNTABLE FOR ACHIEVING

• When applicable, that data is converted accurately.
• Application configuration is complete and accurate.
• Customer is properly informed on implementation configuration and process.
• Follow up on post implementation items in a timely manner.
• All parts of the implementation process are successful, and the customer is satisfied.

 

JOB REQUIREMENTS

Education & Certifications:

Education or job knowledge equivalent to college or university undergraduate education.

 

Experience:

The minimum amount of relevant work experience required to successfully perform the job is at least two (2) years.

Banking or data processing experience, required. 

 

Required Skills:

• Computer skills – advanced Excel knowledge is required
• Communication skills – demonstrated verbal and written communication skills
• Persuasion skills – ability to influence with diplomacy and tact
• Reasoning skills
• Leadership skills
• Administrative skills
• Analytical skills
• Organization and time management skills

 

RELATIONSHIP BUILDING

This position requires regular contact both inside and/or outside the company.

 

DECISION MAKING

The position requires the use of judgment to plan and perform; general decisions are made to solve a problem or select a course of action for a standard or recognized method of operation.

 

SUPERVISION RECEIVED

General Supervision. Assignments are both task-oriented and objective-oriented. Work is reviewed for soundness of judgement and overall adequacy and accuracy.

 

WORK ENVIRONMENT

The work environment characteristics described below are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Travel: Limited travel required (0-5%).

Physical Demands:

The employee is regularly required to sit, talk, and hear, and use hands to finger, handle or feel. This position requires the ability to occasionally lift or move up to 10 pounds. This position requires close vision (clear vision at 20 inches or less) and the basic need to look at a computer screen 8 hours a day.

Not For Colorado, Washington, California, New York City, or Albany County, NY applicants:

This position is not open for Colorado, Washington, California, New York City, or Albany County, NY, applicants

CSI is a leading fintech, regtech and cybersecurity solutions partner operating at the intersection of innovation and service. As a trusted technology company, CSI excels at driving businesses forward with a unique blend of cutting-edge solutions, decades of experience and a commitment to authentic partnerships defined by our customer-first culture.

 

CSI is dedicated to providing challenging and rewarding careers for our employees across the country and offers a competitive compensatio