Client Delivery Readiness Specialist

Sharp Decisions; Charlotte (NC); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Sharp Decisions in Charlotte/seeking a data-driven professional to author and govern the Client Delivery Readiness framework, and to publish executive reports and monthly dashboards. You will collaborate with product and technology teams to map and standardize workflows and ensure rigorous testing and deployment checklists.

The role requires strong analytical abilities, experience in banking/fintech environments, and effective training delivery to staff and stakeholders.

Qualifications

• Bachelor’s degree in Business, Information Technology, or a related analytical field.

Responsibilities

• Author, optimize, and govern the Client Delivery Readiness framework and all associated program documentation.
• Design, evaluate, and publish executive management reports, monthly key metric dashboards, and comprehensive audit reports.
• Partner with internal cross-functional teams and technical subject matter experts to architect, map, and standardize operational workflows.
• Oversee that client certification scripts, testing documentation, and deployment checklists are rigorous and fully executed; lead the annual review of Client Delivery Readiness operational procedures.
• Define training requirements and facilitate high-level knowledge-transfer sessions between product/technology teams and support staff.

Education

Bachelor’s degree in Business, Information Technology, or a related analytical field

Tools

Jira

MS Office Suite

Job description

• Bachelor’s degree in Business, Information Technology, or a related analytical field.
• 3+ years of financial industry experience, specifically within payments, with a proven track record of documenting complex operational processes and product requirements.
• Proficiency in Agile methodologies and hands-on experience managing workflows in Jira.
• Proficiency in MS Office Suite.
• Exceptional analytical and problem-solving skills, sharp attention to detail, and professional verbal and written communication skills.

Qualifications Desired

• 5+ years in a dedicated analytics or operations role within a banking or fintech environment.
• Deep understanding of electronic payment systems, core banking technology, and testing frameworks.
• Strong working knowledge of Risk, Compliance, and Governance policies within the financial services sector.

Essential Functions and Responsibilities

• Author, optimize, and govern the Client Delivery Readiness framework and all associated program documentation.
• Design, evaluate, and publish executive management reports, monthly key metric dashboards, and comprehensive audit reports.
• Partner with internal cross-functional teams and technical subject matter experts to architect, map, and standardize operational workflows.
• Oversee that client certification scripts, testing documentation, and deployment checklists are rigorous and fully executed; lead the annual review of Client Delivery Readiness operational procedures.
• Define training requirements and facilitate high-level knowledge-transfer sessions between product/technology teams and support staff.