Document project scope, meeting agendas, minutes, and plans using MS Office tools
Update workflow tools for status tracking and document repository
Establish timelines and dependencies to exceed expectations
Demonstrate creative problem-solving and awareness of risks and client impacts
Escalate issues as needed to remove obstacles and ensure project success
Foster teamwork and positive results through collaboration
Required Qualifications, Capabilities, and Skills
Passion for delivering consistent, exceptional client and partner experiences
Project management experience
Comfort in a fast-paced, dynamic client-facing environment
Strong communication, partnership, and influence skills
Adherence to policy and procedures; ability to meet or exceed established SLAs
Proficiency with collaboration tools (WebEx, Zoom, etc.)
Willingness to learn and implement new, API-driven technologies
Urgency in resolving issues and advancing projects
Payments and receivables experience or eagerness to learn
MS Office Suite proficiency
Ability to assess, prioritize, and manage time effectively
Preferred Qualifications, Capabilities, and Skills
Project management experience with complex treasury implementations
Consulting or business analysis experience in ERP, systems integration, or API space
Experience with workflow tools for project tracking
Participation in business resource groups or innovation initiatives
Experience leading teams through the adoption of AI-enabled analytics, workflow automation, or intelligent process tools to improve operational efficiency and accuracy, reduce manual effort, and support consistent, well-controlled execution through coaching, change adoption, and continuous improvement
