Client Implementations Specialist

The Clearing House; Charlotte (NC); On-site; USD 110,000 - 140,000; Full time

Job summary

The Clearing House in Charlotte, NC seeks a Client Implementation Specialist to lead onboarding and implementation activities, coordinate product needs, and ensure high client satisfaction through thorough testing and clear communication.

You will drive acceptance criteria, develop certification plans, and maintain robust documentation while collaborating with cross-functional teams and stakeholders. Travel may be required.

Qualifications

• Bachelor’s degree in computer science or related field with a minimum of 5 years of experience.
• Candidate requires minimum 3+ years of client onboarding and integration experience.
• Candidate requires minimum 3+ years of experience performing testing support for internally developed applications.
• Experience with Windows and Linux based distributed systems, IBM MQ and connect direct technologies.
• Definitive understanding of XML used in messaging and strong written communication.

Responsibilities

• Lead client onboarding and implementation activities, ensuring timely adoption of systems or products.
• Develop certification plans that validate business and technical requirements.
• Collaborate with stakeholders to define acceptance criteria and ensure comprehensive test coverage.
• Identify, document, and track issues, bugs, and inconsistencies with technology teams for resolution.
• Test new product software applications or enhancements to existing software.
• Maintain detailed documentation, including test results, defect logs, and testing/implementation metrics.
• Implementation improvements to testing processes to reduce risk and drive efficiencies.
• Serve as the primary point of contact for clients during implementation, providing guidance and addressing concerns.
• Develop and deliver training materials, user guides, and support documentation for end-users.
• Conduct system configurations, data migrations, and client-specific customizations.

Skills

Client onboarding

Integration experience

Testing support

XML language

SDLC understanding

Communication skills

Microsoft Office

Education

Bachelor’s degree in computer science or related field

Tools

IBM MQ

Connect Direct

Job description

Position Summary: The Client Implementation Specialist’s will provide expertise leading onboarding and implementation activities for TCH systems, processes, and products and conducting in user acceptance testing (UAT). The Specialist will ensure high level of client satisfaction by driving seamless implementation and onboarding experiences for clients and stakeholders as well as quality assurance through thorough testing. The Client Implementation Specialist will understand and troubleshoot company products, services and systems. Determine and review project plans. Coordinate product needs between clients and company team members.

About The Clearing House: The Clearing House (TCH) is a banking association and payments company that is owned by the largest commercial banks in the United States. TCH owns and operates the core payments system infrastructure in the US and is currently working to modernize that infrastructure by launching a new, ubiquitous, real-time payment system. TCH is the only private-sector ACH and wire operator in the US, clearing and settling nearly $2 trillion in US dollar payments each day, representing half of all commercial ACH and wire volume. TCH has provided critical services to the banking industry since 1853, and today, our core products facilitate services including Direct Deposit of payroll, bill payments, and check image exchange.

Qualifications Required:

• Bachelor’s degree in computer science or related field with a minimum of 5 years of experience
• Candidate requires minimum 3+ years of client onboarding and integration experience
• Candidate requires minimum 3+ years of experience performing testing support for internally developed applications
• Experience with Windows and Linux based distributed systems, IBM MQ and connect direct technologies
• Definitive and fundamental understanding of XML language used in messaging
• Must be detail oriented and organized in both thought and practice
• Must be able to communicate ideas, both in written and verbal, in a clear, concise and professional manner, including technical writing skills
• Ability to work with all levels within the organization
• Strong attention to detail to ensure firm policies and procedures are adhered
• Proficiency with MS Office applications including MS Project
• Proven experience in user acceptance testing and/or system implementation
• Strong understanding of software development lifecycles (SDLC) and quality assurance processes

Essential Functions and Responsibilities:

• Lead client onboarding and implementation activities, ensuring timely and successful adoption of systems or products
• Develop certification plans that validate the business and technical requirements
• Collaborate with stakeholders to define acceptance criteria and ensure comprehensive test coverage
• Identify, document, and track issues, bugs, and inconsistencies, working closely with technology teams for resolution
• Test new product software application or enhancements to existing software application
• Maintain detailed documentation, including test results, defect logs, and testing/implementation metrics
• Implement improvements in testing processes that reduce risk and drives efficiencies
• Serve as the primary point of contact for clients during implementation, providing guidance and addressing concerns
• Develop and deliver training materials, user guides, and support documentation for end-users
• Conduct system configurations, data migrations, and customizations based on client requirements
• Coordinate cross-functional teams to ensure all implementation milestones are met
• Monitor and evaluate implementation success, collecting feedback for continuous improvement
• Development of onboarding and implementations project plans
• Development of test cases and supporting documentation against requirements experience
• Ability to continuously enhance testing criteria and results reporting
• As directed, undertake additional duties and responsibilities that may arise from time to time
• Ability to build relationships, build consensus, negotiate solutions, and guide customers through their decision process is highly desirable

Physical demands and work environment :

• Work is generally sedentary in nature. The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc.
• Work is generally performed within an office environment, with standard office equipment available.
• Employees in this position will report to the office 3 days per week.
• Occasional travel may be required. Onsite work requirements may change at any time.