Implementation Specialist - Nashville
1 day ago
Job description
The Implementation Specialist I manages a portfolio of assigned implementation projects, executing established implementation processes to onboard financial institutions efficiently and accurately.
This role is responsible for day-to-day project coordination, client communication, and system setup activities, while following defined procedures and timelines.
This position focuses on consistent execution, project tracking, and client support within a structured implementation framework, with guidance available for non-standard or complex scenarios.
ResponsibilitiesManage a book of assigned implementation projects from intake through production launch using established processes and templates
Serve as the primary point of contact for clients during implementation for standard scope projects
Lead kickoff calls, ongoing status calls, and follow-up communications
Execute required system setup and coordination activities across the Portal, Program Management, NetSuite, and related tools
Coordinate internal teams to complete implementation milestones and deliverables
Track project timelines, dependencies, and required approvals; escalate risks or delays as needed
Maintain accurate project documentation and status updates in HubSpot
Support testing coordination and production readiness using defined checklists
Perform routine account-management tasks such as user access updates, location maintenance, and standard configuration requests
Qualifications
Strong organizational skills and ability to manage multiple concurrent projects
Attention to detail and ability to follow established procedures consistently
Clear and professional written and verbal communication skills
Ability to identify issues and escalate appropriately
Proficiency in Microsoft Excel and Word
Bachelor's degree in Business, Finance, Information Systems, or related field, or equivalent experience
1–3 years of experience in project coordination, implementations, operations, or client-facing roles
Elementary English proficiency communication skills necessary
Experience in financial services, payments, banking, or regulated technology environments preferred
Familiarity with HubSpot or NetSuite preferred
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