Support & Implementation Specialist

Job Summary

Supports new and existing clients in the set up and use of cloud-based treasury management software.

This position will support, maintain, and assist with the onboarding and implementation of new customers, in a highly specialized web-based solution which will include 50% providing client support, 20% implementation & project management duties, 20% process documentation creation, and 10% functionality and client feedback review.

Essential Functions And Duties

Interacts directly with assigned clients, maintaining positive relationships.

Provides product and technical support to customers, answering questions on function and usage of product via internet and /or telephone.

Establishes user accounts and provides log-in credentials, receives, uploads, and validates client data, configures features, and provides targeted end-user training.

Creates and provides system or implementation process documentation that will lead to the creation of client-facing user guides for new clients.

Suggests feature or functionality changes or enhancements to product management based on client feedback.

Efficiently triages and resolves customer issues.

Provides timely follow-up and status updates to clients.

Assists customers in the implementation and configuration of the Treasury Management Software Suite.

Communicates accurately, clearly, and effectively in writing, in person, and on the phone.

Proactively makes suggestions to management to help reduce or eliminate recurring issues.

Success in this role requires a strong attention to detail and system navigation coupled with the ability to take ownership of a task and see it through to completion. The successful candidate will have prior experience dealing with hands-on system issues within a client-facing role.

Requirements

Qualifications Required:

Bachelor's Degree or equivalent experience.

Experience with software troubleshooting via logical process and established methodologies.

Experience with driving projects and initiatives towards completion.

History working with Salesforce, or similar ticketing system preferred.

Knowledge of bank treasury operations preferred.

Excellent written and verbal communication skills.

Ability to work in a fast-paced and high-volume environment with critical deadlines.

Ability to work independently to ensure tasks are completed, but also works well within a team to ensure team objectives are being met.

Demonstrated skill in use of Microsoft Excel and Word.

CINC is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Benefits

Great working environment

Work/life balance

Career growth opportunities

Medical

Dental

Vision

Life Insurance

Short-term & Long-term disability insurance

Flexible Spending Plan (childcare & healthcare)

401K (matching available)

136 hours of paid time off per year

10 paid holidays per year

Birthday paid day off

Hybrid work schedule

Free snacks (when in office)