Cash Management Implementation Director
About The Position
The Onboarding & Implementation Specialist for Cash Management is responsible for leading end to end client onboarding, solution implementation, and operational transition for treasury and cash management products. This role acts as a primary liaison between clients, internal stakeholders, and product partners to ensure a seamless onboarding experience, timely execution, and high-quality service delivery. This individual leverages deep knowledge of cash management products, banking operations, and project management methodologies to drive client satisfaction and accelerate revenue enablement.
Requirements
- 7–10 years of experience in treasury/cash management onboarding, implementation, client service, or related banking functions
Responsibilities
- Lead the full lifecycle of client onboarding for cash management services, including documentation, platform setup, technical integrations, and product activation
- Conduct requirements gathering sessions with clients to understand treasury workflows, payment needs, reporting structures, and integration requirements
- Customize implementation plans tailored to client complexity, size, and product suite
- Coordinate account opening, product configuration (ACH, wires, lockbox, liquidity, receivables, FX, fraud tools), and digital platform access
- Collection and validation of client documentation and product setup forms
- Serve as project manager for complex client implementations, ensuring all milestones and deliverables are met within agreed timelines
- Facilitate cross-functional coordination with operations, compliance, product, technology, and relationship management teams
- Monitor project risks and escalate issues appropriately to ensure timely resolution
- Track progress through standardized project plans, dashboards, and reporting tools
- Act as the central point of contact throughout the onboarding process, setting expectations and providing proactive updates
- Deliver training sessions on cash management platforms, reporting tools, and product functionality
- Support clients through testing cycles, user acceptance testing (UAT), and post-implementation validation
- Identify opportunities to streamline onboarding processes, documentation workflows, and integration efficiency
- Partner with product and operations teams to improve tools, templates, and automation.
- Maintain subject matter expertise on cash management product offerings, digital capabilities, and industry best practices
- Ensure compliance with regulatory requirements, internal policies, and risk controls
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
