Banking & ACH Implementation Analyst

Compunnel Inc.; Richardson (TX); Hybrid; USD 70,000 - 90,000; Full time

Job summary

A financial services company is looking for an ACH Conversion Specialist to lead the transition from credit card to ACH payment methods for enterprise customers. This role requires strong knowledge of ACH systems and excellent communication skills. The ideal candidate will ensure a seamless migration strategy and track its effectiveness while supporting customers throughout the process. This is a full-time role based in Richardson, TX with some remote work.

Responsibilities

• Identify enterprise customers using credit cards for ACH transition.
• Develop and execute migration strategies with minimal disruption.
• Communicate ACH benefits and provide onboarding support.
• Track adoption rates and provide progress reports.
• Recommend plans for future expansion based on performance.

Skills

Strong knowledge of ACH and payment systems

Experience with enterprise customer segmentation

Project management and phased migration planning

Exceptional communication and problem-solving skills

Proficiency in reporting and performance analysis

Job description

Job Title: ACH Conversion Specialist / Banking & ACH Implementation Analyst

Location: Richardson, TX (Work from home, one day at office in a week (may be))

Job Description

We are seeking an experienced ACH Conversion Specialist to lead a structured initiative focused on transitioning enterprise customers from credit card to ACH payment methods. The ideal candidate will have a strong background in customer segmentation, payment operations, and change management.

Note : Client is looking with experience in credit card to ACH conversion processes.

Key Responsibilities

• 1. Customer Identification and Segmentation
  • Work with Lumen’s provided list of enterprise customers currently using credit cards
  • Segment customers by transaction volume and readiness for ACH adoption
• 2. Migration Strategy and Execution
  • Develop a detailed phased migration call plan
  • Execute seamless transition with minimal service disruption
  • Address customer concerns and ensure smooth onboarding
• 3. Customer Communication and Support
  • Clearly communicate ACH benefits and transition steps
  • Provide onboarding and troubleshooting support
  • Apply promotional credits in accordance with Lumen SOPs
• 4. Monitoring and Reporting
  • Track adoption rates and post-transition cost savings
  • Provide regular reports and updates on progress
• 5. Future Expansion Planning
  • Assess the outcome of initial migration
  • Recommend plans to expand ACH adoption to new segments based on performance data

Required Skills (All Mandatory)

• Strong knowledge of ACH and payment systems
• Experience with enterprise customer segmentation
• Project management and phased migration planning
• Exceptional communication and problem-solving skills
• Proficiency in reporting and performance analysis

Seniority Level

• Mid-Senior level

Employment Type

• Full-time

Job Function

• Finance, Accounting/Auditing, and Customer Service

Industries

• Public Relations and Communications Services