Director, Client Implementations

The Clearing House•Liberty, NY

2d•$140,000 - $175,000

About The Position

The Client Implementation Director leads concurrent complex client onboarding projects. The role is accountable for implementing complex new business. This requires extensive liaising between all internal and external stakeholders to ensure all documentation and operational requirements are fulfilled prior to inception. Role is expected to act as a change leader to streamline processes and procedures related to client on-boarding.

Requirements

Undergraduate degree and 5-7 years of related work experience
Deep knowledge of Client Implementations requirements and documenting processes for onboarding financial institutions
Thorough knowledge of the payments industry and trends
Experience with project management systems, tools, methodologies, and proven project management skills
Excellent client management and relationship building skills
Possess excellent organizational leadership skills
Ability to communicate technical concepts and ideas to non-technical audience
Ability to negotiate through internal and external client organizations for decisions and approvals
Experience with vendor management and negotiations
Experience coordinating and directing cross-functional teams
Critical thinking, analysis and interpretation of data
Performs well under time-sensitive deadlines
Constructive team player with collaboration mindset
Excellent communication and interpersonal skills
Ability to manage multiple priorities; flexible
Ability to identify potential issues and escalate appropriately
Proven ability to lead process improvement efforts

Nice To Haves

Worked on RTP or payment systems onboarding project at a participating bank/FI
In depth financial industry experience in client onboarding and client lifecycle management
PMP Certification

Responsibilities

Project management of new client onboarding and changes to existing client mandates across the client lifecycle
Develop strategy for managing the timeline, resourcing and business cost approvals across multiple, concurrent projects with multiple deliverables and components across a varying timescale, in conjunction with the business sponsor, client and other stakeholders
Specific project management activities will include detailed planning, status tracking, monitoring and reporting
Stakeholder communication (internal and external parties), chairing working group meetings, resolving issues and mitigating risks, recording decisions, etc.
Manage and coordinate a variety of project work streams with stakeholders from across the organization (e.g. Legal, Product, Operations, etc.) and be ultimately accountable for successful delivery of complex client onboarding and other ongoing changes
Once completed, the individual must ensure successful handoff to the Operations and services team for BAU activities
Provide regular reporting dashboard to O&T and Product teams including reviewing, evaluating the onboarding pipeline, escalating required risk/issue/action items for decisions, creating the agenda and chairing cross-functional meetings
Establish, develop and promote best practice in project management as it pertains to complex projects of this nature and communicate and help to instill this practice throughout the implementation and Operations organization
Research and implement organizational and industry trends best practices
Networks internally and externally on areas of interest and concern
Conducts thorough lessons learned on every complex onboarding engagement to ensure continual process improvement