Treasury Services Product Implementation Specialist
hace 7 días
The Product Implementation Specialist role is responsible for onboarding Treasury Services products leveraging file connectivity or API channels for new and existing clients. This team is an integral part of the client experience, and as such works closely with the sales, service, and implementation management teams. The incumbent will also partner closely with other internal teams such as product, connectivity, operations, and technology to provide clients with a high-quality implementation experience. The individual will lead the client through the technical process of setting up and/or testing of inbound or outbound files. This entails providing guidance to clients on product capabilities, gathering and documenting requirements, analysis and expertise with various file formats (ISO XML, NACHA, EDI X12, flat files, etc.), coordinating testing with back offices, explaining test results to clients, requesting production migration, assisting with production verification, and handover to Service/Production Support.
Roles and Responsibilities- Participate in scoping meetings with the client to ensure product and technical requirements are understood and satisfied in accordance with the client's business and technical needs, as well as, the firm's capabilities.
- Prepare Statement of Work outlining product implementation options and timeline.
- Attend and sometimes lead recurring project status meetings via conference call.
- Use tracking tools and systems to document current project status, issues, and risks for all active projects.
- Establish test environments, validate file formats, execute file testing, coordinate back office testing, track test results, and assist client with issue resolution.
- Serve as an effective point of escalation on behalf of client.
- Support client during production migration and production verification; coordinate with production teams to ensure all components are successfully migrated, and provide timely status updates to the client and project team.
- Attend pre-implementation calls with clients, Project Managers and Sales as needed.
- Fluent written and spoken in English language (mandatory).
- Excellent verbal and written communication skills to both clients and internal partners.
- University degree (graduated or in progress).
- Project Management experience (preferred).
- Client facing experience (preferred).
- Cash Management and Treasury knowledge (preferred).
- Excellent analytical skills and attention to detail required.
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
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