STRATEGIC STAFFING SOLUTIONS HAS AN OPENING!
This is a Contract Opportunity with our company that MUST be worked on a W2 Only. No C2C eligibility for this position. Visa Sponsorship is Available! The details are below.
“Beware of scams. S3 never asks for money during its onboarding process.”
Job Title : Treasury Management Onboarding Specialist
Remote Work (Local to Plano, TX)
Duration : 12+ months
Job ref# 241980
Job Description :
- Candidate will utilize their expertise to manage the end-to-end implementation process for Treasury Management accounts and provide product implementation support and training to clients.
- Will work closely with the client, Treasury Management Sales Officers, Client Service Teams, and business partners to drive revenue generation by improving client experience and increasing client retention rate through effective management of client implementations.
- Responsible for implementing and directing all aspects of Treasury Management products and related service set-up for new and existing clients of Treasury Management Offerings.
- Acting as a central point of contact for the client throughout the implementation process, develops a customized plan for each client and directs junior resources and required internal partners (i.e., product, operations, technology, and risk) to ensure delivery of products and services is completed within agreed upon timeframes, with full ownership of end-to-end process from client commitment to revenue generation
General Responsibilities :
Operate independently and exercise professional judgment in making decisions that impact the client experienceEstablish and maintain a high-level of credibility with clients and business partnersProvide a best in class client experience, while managing internal and external client expectationsServe as product expert by accompanying and / or support sales officers on client calls to explain more complex product set-up to customers, provide feedback and advice on modifications, and help ensure our capabilities meet client needsActing as a subject matter expert, provide feedback and advice on modifications of Treasury Management ProductsWill work jointly with Treasury Management Sales on deals prior to sale commitmentFacilitate pre-implementation kickoff & post sale call with client (in-person, via teleconference, or via email as required) to review project requirements, develop plan of approach, roles and responsibilities, discuss documents / information required from the client, and determine agreed upon timeframes for completion; regular communication with client and Treasury Management Sales Officer to update status and address issuesEffectively manage each implementation as a custom client specific project from end to end while meeting defined SLAs with a focus on expediting revenue generationMaintain a current portfolio of client implementations and related promised dates, monitoring requests in queue to ensure aged items are expedited in a timely basisIndividually responsible for the quality and timeliness of all project deliverables, including executing client Operational Instructions, as well as the implementation of relevant project management practices (status reporting, issue tracking etc.)Conduct new client trainingAttend meetings and training as required to continue development and to enhance knowledge of cash management products, processes, and industry knowledgeAbility to prioritize daily workload to maximize productivityBasic Qualifications :
Bachelor s Degree or Military Experience or Equivalent Work Experience
Preferred Qualifications :
At least 4 years of detailed knowledge of Treasury Management products and an understanding of the sales processAt least 4 years of customer service experienceJob ID : JOB-241980
Publish Date : 09 Jun 2025
Tagged as : Treasury Management Onboarding Specialist