Implementation Manager

SWBC; San Antonio, Northern (TX, KY); Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation package

Work/Life balance

Employee engagement & recognition

Job summary

SWBC is seeking a qualified candidate to lead implementations, acting as the single point of contact for new clients and major program changes. You will coordinate with clients and internal teams, develop comprehensive project plans, and present business correspondence and reports.

You will collaborate across Sales, Vendor Management, Product Owners, and clients, shaping the best plan to meet client needs. This role offers opportunities to share best practices and celebrate team successes within

Qualifications

• Bachelor's degree is required.
• Minimum of three years of experience in financial services, project management, or financial technology.

Responsibilities

• Develops the project plan for the implementation.
• Reviews processes and procedures for each system conversion with clients and internal staff.
• Manages issues, risks and deliverables for implementation.
• Coordinates data mapping and business requirements with IT for system conversions.
• Establishes timelines and ensures adherence to schedules.
• Leads meetings with clients and stakeholders.

Skills

Project management

Client engagement

Communication

Organization

Multitasking

Education

Bachelor's Degree in General Business or IT related field

Tools

Microsoft Project

Adobe Acrobat

Microsoft Office (Outlook, Word, Excel)

Job description

SWBC is seeking a talented individual responsible for implementation of new clients and large program changes that require coordinated efforts with clients and multiple internal resources as the single point of contact. Writes and presents business correspondence and reports.

Why you'll love this role: In 2021 SWBC was voted one of the Top 10 Places to work in Texas, and we feel that this position on the Implementations team lives up to that. If you love collaboration, problem solving, and creating a process this is the role for you.

In this position you will have the opportunity to work in both the Mortgage and Insurance Space from Inception of a new client or product all the way through to going live. There is never a dull moment as you work with a multitude of people and departments from Sales, Vendor Management, Product Owners, and even the clients themselves. You are able to use the SWBC process to come up with the best plan and structure to meet the client's needs. Finally, you will be part of a team that loves to share best practices and celebrate each other's successes. We look forward to hearing from you.

Essential duties include the following:

• Develops the project plan for the implementation.
• Works closely with each new client and internal staff to review all processes and procedures for each system conversion.
• Provides a framework for the proactive and successful management of the implementation including issues, risks and deliverables.
• Works closely with new client and internal staff, including IT, for development of business and data mapping requirements for system conversion.
• Establishes timelines and adherence to the timelines for each implementation.
• Facilitates meetings with clients and internal stakeholders.
• Engages the participation of all team members and manage the goals and objectives for each implementation.
• Escalates issues to key stakeholders that impact implementation timelines.
• Travels to clients if necessary during implementation.
• Performs all other duties as assigned.

Serious candidates will possess the minimum qualifications:

• Bachelor's Degree in General Business or IT related field from an accredited four-year college or university required.
• Minimum of three (3) years of experience in financial services, project management, or financial technology required.
• Working knowledge of IT project management.
• Proficient in Microsoft Project.
• Proficient Adobe Acrobat skills.
• Proficient Microsoft Office skills, including Outlook, Word, and Excel.
• Strong troubleshooting skills.
• Strong listening and interpersonal skills.
• Excellent organizational skills.
• Excellent multi-tasking skills.
• Excellent client engagement skills.
• Excellent problem resolution and problem analysis skills.
• Excellent verbal and written communication skills.
• Able to use basic office equipment, including copy machine, personal computer, and fax.
• Able to type 35 WPM.
• Able to travel locally or nationally by car or plane.
• Able to sit for long periods of time performing sedentary activities.
• Able to stand, stoop, and kneel to file for long periods of time.
• Able to push, pull, and lift up to 20 lbs. of files, supplies, documents, or other related items.

SWBC offers*:

• Competitive overall compensation package
• Work/Life balance
• Employee engagement activities and recognition awards
• Years of Service awards
• Career enhancement and growth opportunities
• Leadership Academy and Mentor Program
• Continuing education and career certifications
• Variety of healthcare coverage options
• Traditional and Roth 401(k) retirement plans
• Lucrative Wellness Program

*Based upon employee eligibility

Additional Information:

SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law.

To learn more about SWBC, visit our website at www.SWBC.com.

SWBC is a diversified financial services company providing insurance, mortgage, and investment services to financial institutions, businesses, and individuals. Headquartered in San Antonio, Texas, SWBC employs 2,400 people nationwide. At SWBC, you are not just an employee number, but a vital team member; each employee stands out and has the ability to make a direct impact at SWBC. We're looking for the brightest and most creative to help introduce new solutions to new problems identified in the market and improve how our existing solutions can better help our users. SWBC is a big proponent of nurturing the entrepreneurial spirit through mentorship, continuing education, internal career growth opportunities and having a platform to make meaningful changes come to life.