Client Implementation Specialist

Currency Exchange International; Orlando (FL); On-site; USD 41,000 - 50,000; Full time

Benefits offered by this job

Commuter reimbursement

Holiday pay

Vacation time

Sick/personal days

401K with company match

Health/dental/vision insurance

Short and long-term disability

Job summary

Currency Exchange International is seeking a proactive Client Implementation Specialist to support client onboarding and implementation. You will configure CXI systems, perform testing, train clients, and ensure a smooth onboarding experience while collaborating with Sales, Operations, IT, and Compliance teams.

The ideal candidate is organized, detail-oriented, and capable of managing multiple projects and documentation with a strong customer-first focus.

Qualifications

• Bachelor's degree in Business Administration or Communications, or equivalent.
• Excellent project management and problem-solving ability.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office and ability to learn new systems.

Responsibilities

• Support multiple client implementation projects with deadlines.
• Track milestones, action items, and follow-ups.
• Maintain professional client communication throughout projects.
• Participate in meetings and training to grow into an independent specialist.
• Coordinate with Sales, Operations, IT, Compliance and other teams.
• Gather client requirements and document system configurations.
• Conduct QA testing and validate go-live details.
• Identify issues, escalate risks, and maintain records.
• Provide high level customer service during onboarding.
• Support onboarding docs and CRM data integrity.

Skills

Project management

Communication

Problem solving

Creativity

Microsoft Office

Education

Bachelor's degree in Business Administration or Communications

Tools

CRM software

Job description

Currency Exchange International (CXI) is a Financial Services and Technology Provider based in Orlando, Florida.

Currency Exchange International, Corp. is a publicly traded company on the Toronto Stock Exchange (CXI) and OTC (CURN). CXI provides a wide range of foreign exchange services to customers in both the United States and in Canada. CXI’s primary business channels to service customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign exchange wholesalers, CXI can provide personalized and efficient service, competitive rates, as well as a number of settlement options. Visit our website to learn more about life at CXI: https://www.ceifx.com/about/life-at-cxi

Our Value Statement:

We help our clients identify and create foreign exchange solutions, delivering a best practices approach through unparalleled customer service and integrated technology to create significant financial and operational efficiencies.

Our Values:

• Customer First - We earn the right to be our clients’ first choice.
• Integrity - We hold ourselves to the highest standard to build trust.
• Collaborative - We always win as a team.
• Innovative - We find new methods to deliver change and advance technology to the industry.
• Passionate - We are driven to be the best in class

Currency Exchange International is looking for a proactive, results-drive, and organized professional to join the team as a Client Implementation Specialist.

Description:

The Client Implementation Specialist will support client onboarding and implementation activities while gaining expertise in CXI's systems, products, and implementation processes. This role works closely with clients and internal departments to configure solutions, perform testing, assist with training, and ensure a successful onboarding experience. Through training, mentorship, and hands-on experience, the Client Implementation Specialist will develop the skills necessary to independently manage client implementations, conduct training sessions, and serve as a trusted point of contact throughout the onboarding process. The ideal candidate is highly organized, detail-oriented, resourceful, and committed to providing an exceptional client experience.

Essential Functions:

• Support multiple client implementation projects simultaneously while meeting established deadlines.
• Track project milestones, action items, and follow-up activities throughout the implementation process.
• Maintain consistent and professional communication with clients throughout implementation projects.
• Participate in client meetings, training sessions, and implementation activities with the expectation of developing into an independent Implementation Specialist.
• Collaborate with Sales, Operations, IT, Compliance, and other internal departments to coordinate sales support, onboarding, and implementation activities.
• Assist with gathering and documenting client requirements and system configurations.
• Conduct quality assurance testing and validate implementation details prior to client go-live.
• Identify potential issues, communicate risks, and elevate concerns when appropriate.
• Maintain accurate project documentation and implementation records.
• Provide a high level of customer service and professionalism throughout the client onboarding experience.
• Support sales and implementation activities by assisting with onboarding documentation, client requirements gathering, and customer transition from the sales process to implementation.
• Partner with Sales to respond to client inquiries regarding onboarding requirements, implementation timelines, product capabilities, and operational processes.
• Maintain accurate customer and implementation records within CRM and other business systems to support client onboarding and ongoing relationship management.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities, and activities may change at any time with or without notice.

• Action Oriented
• Functional Skills
• Situational Adaptability
• Communicates Effectively
• Nimble Learning

Required Education & Experience:

• Associate's or Bachelor's degree in Business Administration, Communications, or a related field; or an equivalent combination of education and experience.
• Excellent project management, problem-solving ability and creativity
• Strong written and verbal communication skills, with the ability to communicate professionally via email, phone, virtual meetings, and in person.
• Proficiency with Microsoft Office applications and the ability to learn new systems and technology.
• Ability to work independently with general supervision while collaborating effectively with internal teams.

Position Type/Expected Hours of Work:

This is a full-time position. Days of work are Monday through Friday. The position may require flexibility to support client implementations, system updates outside of normal business hours when business needs arise.

• Compensation - Base salary of $45,000 annually, plus commission. Based on current production expectations, commission earnings are anticipated to average approximately $1,000 per month, although actual commissions may vary. Typical monthly commission earnings are expected to range between $600 and $1,200, depending on individual and business performance.
• Commuter Reimbursement - CXI will pay the driving toll, bus or metro cost in and out of work
• Holiday Pay - 11 days of paid designated holidays annually
• Vacation Pay - 10 days of paid vacation time off annually
• Sick/Personal Days - 5 days of paid sick/personal time off annually
• 401K Plan - Company matches at 5%
• Health/Dental/Vision - 60% payment of the Health/Dental/Vision Insurance premiums
• Short and Long-Term Disability - Plan premiums are fully covered by CXI

Currency Exchange International is committed to providing a fair and inclusive interview process for all candidates. We invite and support applications from individuals with disabilities. Accommodations are readily available upon request to ensure that candidates can fully participate in every stage of the selection process.

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