Ownership
Owns end-to-end delivery of assigned customer integrations, from scope analysis through go-live.
Serves as the primary point of accountability for configuration accuracy impacting payment transactions, including invoice types, system settings, and terminal activation.
Maintains proactive, transparent communication with customers and internal stakeholders throughout the implementation lifecycle.
Takes responsibility for resolving issues, escalating risks appropriately, and ensuring commitments are met.
Drives Efficiency
Analyzes integration scope and completes configuration questionnaires to ensure clear, complete implementation requirements.
Configures systems within CRM and supporting platforms to meet integration specifications and business needs.
Develops and executes delivery and project plans to ensure tasks are completed on time and dependencies are managed.
Coordinates activities across IT, Product, Sales, Marketing, Customer Success, Training, software partners, and billers to streamline go-live execution.
Results Driven
Delivers integrations on schedule while meeting quality, compliance, and customer satisfaction expectations.
Supports customer QA and UAT to validate configurations and resolve issues prior to launch.
Submits and manages required Jira items, including integration coding and bill presentment requests, to ensure execution continuity.
Ensures successful client go-lives through disciplined execution, testing, and stakeholder alignment.
Innovative
Identifies opportunities to improve implementation workflows, documentation, and handoffs based on delivery experience.
Collaborates with internal teams to refine configuration standards and reduce rework across implementations.
Leverages automation and AI-enabled tools to support documentation, validation, and issue tracking during implementations.
Continuously improves implementation practices to scale delivery as customer volume and integration complexity grow.
Requirements
Bachelor’s degree in a related discipline
4–7 years of experience in implementation, project management, or a related role
Experience supporting external clients with medium to advanced technical system implementations
Experience configuring systems to integration specifications and supporting business requirements
Strong understanding of testing, QA, and UAT processes
Experience defining and executing delivery and project plans
Experience working in a SaaS, fintech, or payments environment; insurance industry knowledge preferred
Excellent written and verbal English communication skills
Strong organizational and time management skills with the ability to prioritize and multitask under deadlines
Proficiency with Microsoft Office applications (Outlook, Word, Excel)
Positive attitude, strong interpersonal skills, and willingness to learn
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