Cash Management - Implementation Manager

BDO Unibank; Manila; On-site; PHP 335,000 - 614,000; Full time

Job summary

BDO Unibank is seeking a dedicated professional to drive successful Cash Management System implementations. The role will coordinate with clients to confirm business and technical requirements, manage communications, and ensure smooth live transactions.

You will train clients and monitor project progress, while maintaining accurate activity records across internal teams. The ideal candidate has a four- or five-year degree and at least two years in product implementation, documentation, and

Qualifications

• Graduate of any four or five-year course.
• At least two years experience in product implementation, documentation, technical support preferably for Cash Management/Bank products and services.

Responsibilities

• Ensures initial contact to newly-enrolled Cash Management System clients via SMS and email via sending of user manuals according to the required standard turnaround time.
• Manages individual calendar to accurately plot and schedule assigned deals.
• Manages group mailbox to ensure all e-mails received are handled within specified turn-around time.
• Coordinates with the client to confirm the client’s business and technical requirements based on the documents submitted by Business Development team.
• Coordinates with internal units of the Bank to develop/set up the client’s requirements.
• Ensures that proper coordination within internal units/ training to client is done to eliminate possible customer complaints that may arise due to handling.
• Conducts completion of thorough user training to ensure that client will be able to do their first live transaction smoothly.
• Monitors the progress/development of the deal for implementation to provide regular updates to client, Business Development Manager and other internal stakeholders such as Branch partners, Cash hub personnel, etc.
• Maintains complete and timely record in the system to measure accurate productivity.

Skills

Product implementation experience

Documentation

Technical support

Education

Graduate of four or five-year course

Job description

The duties and responsibilities we will trust you with:

• Ensures initial contact to newly-enrolled Cash Management System clients via SMS and email via sending of user manuals according to the required standard turnaround time.
• Manages individual calendar to accurately plot and schedule assigned deals.
• Manages group mailbox to ensure all e-mails received are handled within specified turn-around time.
• Coordinates with the client to confirm the client’s business and technical requirements based on the documents submitted by Business Development team.
• Coordinates with internal units of the Bank to develop/set up the client’s requirements.
• Ensures that proper coordination within internal units/ training to client is done to eliminate possible customer complaints that may arise due to handling.
• Conducts completion of thorough user training to ensure that client will be able to do their first live transaction smoothly.
• Monitors the progress/development of the deal for implementation to provide regular updates to client, Business Development Manager and other internal stakeholders such as Branch partners, Cash hub personnel, etc.
• Maintains complete and timely record in the system to measure accurate productivity.

The qualifications you should have are:

• Graduate of any four or five-year course
• With at least two years experience in product implementation, documentation, technical support preferably for Cash Management/Bank products and services