Client Implementations Specialist

The Clearing House; Charlotte, Northern (NC, KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

The Clearing House in Charlotte, NC is seeking a Client Implementation Specialist to lead onboarding and implementation of TCH systems and products. You will drive UAT, troubleshoot, coordinate between clients and internal teams, and ensure smooth adoption and high client satisfaction.

The role requires a strong foundation in SDLC, experience with onboarding and testing, and excellent written and verbal communication.

Qualifications

• Bachelor’s degree in computer science or related field with a minimum of 5 years of experience.
• Minimum 3+ years of client onboarding and integration experience.
• Minimum 3+ years of testing support for internally developed applications.
• Experience with Windows and Linux 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.

Responsibilities

• Lead client onboarding and implementation activities for timely adoption.
• 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.

Skills

Client onboarding

Testing support

SDLC knowledge

Technical communication

Stakeholder coordination

XML

Windows

Linux

Education

Bachelor's degree in computer science or related field

Tools

IBM MQ

Connect Direct

MS Project

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.

The Clearing House operates U.S-based payments networks that clear and settle more than $2 trillion each day through wire, ACH, check image, and real-time payments. It is the nation’s most experienced payments company, with a long track record of providing secure and reliable systems, payments innovation, and strategic thought leadership to financial institutions. In 2017, The Clearing House revolutionized U.S. payments by introducing the RTP network, which supports the immediate clearing and settlement of payments, along with the ability to exchange related payment information across the same secure channel. These RTP capabilities enable all financial institutions to offer safer, faster, and smarter digital transaction services for their corporate and retail customers. Learn more at www.theclearinghouse.org.