Implementation Specialist II

RiseMe; Town of Texas (WI); Hybrid; USD 85,000 - 120,000; Full time

Job summary

Hawthorn River, a CSI company, is seeking an experienced Implementation Specialist II to guide loan origination software implementations for financial institutions from discovery to go-live and post-launch support.

This role emphasizes project leadership, requirements gathering, configuration, testing, training, and coordinating with customers and internal teams to ensure on-time delivery and customer satisfaction.

Qualifications

• 3+ years of experience in project management, implementation, or client success within fintech, banking, or software implementation.
• Experience with loan origination processes, lending workflows, or financial institution operations.
• Experience implementing SaaS, banking technology, or customer-facing financial software solutions.
• Strong ability to manage multiple moving pieces and meet deadlines.

Responsibilities

• Lead implementation projects from kickoff through go-live with milestones and resources.
• Gather requirements, confirm configuration needs, and map workflows for the loan origination platform.
• Define scope, timelines, tasks, and status updates with stakeholders.
• Create schedules and keep projects organized and on track.
• Coordinate data gathering, configuration, testing, training, and go-live prep.
• Lead customer testing, validate functionality, and support adoption.
• Deliver training and hands-on support through go-live and post-launch.
• Communicate progress, risks, and resolutions across teams and customers.
• Stay current on product enhancements and LO platform best practices.

Skills

Project management

Implementation

Client success

Fintech

Job description

Job Description:

Hawthorn River, a Computer Services Inc. (CSI) company, is looking for an experienced and customer-focused Implementation Specialist II to help financial institutions successfully adopt and launch Hawthorn River’s loan origination software. In this role, you will serve as a trusted partner to customers throughout the full implementation lifecycle—from initial discovery and data gathering through system configuration, testing, training, go-live support, and post-launch stabilization.

This position is ideal for someone who enjoys managing complex projects, building strong client relationships, solving business and technical challenges, and helping customers translate operational needs into effective software solutions. The Implementation Specialist II will lead and coordinate Loan Origination Software implementation projects while ensuring each engagement remains aligned with customer expectations, project timelines, and the broader goals of Hawthorn River and CSI.

Responsibilities:

• Lead implementation projects from kickoff through go-live, including planning, coordination, execution, and completion of key project milestones.

• Partner with financial institution customers to gather requirements, understand operational workflows, and confirm configuration needs for the loan origination platform.

• Define project scope, goals, deliverables, tasks, timelines, and required resources in collaboration with internal teams and customer stakeholders.

• Create and maintain project schedules, implementation timelines, task lists, and status updates to keep projects organized and on track.

• Coordinate and facilitate data gathering sessions, configuration discussions, testing reviews, training sessions, and go-live preparation meetings.

• Lead customer testing and review sessions, helping clients validate system functionality, identify issues, and prepare for successful adoption.

• Deliver customer training and provide hands-on support throughout implementation, go-live, and early post-launch activity.

• Manage communication across internal teams, customers, vendors, and other project stakeholders to ensure alignment, transparency, and timely issue resolution.

• Monitor project progress, identify risks or blockers, escalate concerns when appropriate, and present clear updates on progress, issues, and resolutions.

• Stay current on product enhancements, new functionality, and loan origination best practices to better support customers and improve implementation outcomes.
  
  

Requirements:

• 3+ years of experience as a project manager, implementation specialist, client success professional, or similar role within the fintech, banking, financial services, or software implementation space.

• Experience with loan origination processes, lending workflows, or financial institution operations, including familiarity with the loan lifecycle from application through closing and funding.

• Experience implementing SaaS, banking technology, lending platforms, core-adjacent systems, or other customer-facing financial software solutions.

• Strong ability to manage multiple moving pieces, prioritize work, meet deadlines, and keep stakeholders informed throughout the project lifecycle.

• Excellent communication skills, with the ability to explain project expectations, system functionality, timelines, risks, and next steps to both internal teams and external customers.

• Comfortable leading remote meetings, customer presentations, training sessions, and collaborative working sessions with clients and vendors.

• Strong problem-solving skills and the ability to work through ambiguity, troubleshoot issues, and help customers navigate change during implementation.

• A customer-first mindset with a professional, consultative approach to building trust and guiding clients toward successful outcomes.

As a forward-thinking software provider, Computer Services, Inc. (CSI) helps community and regional financial institutions solve their customers’ needs through open and flexible technologies. In addition to its award-winning core banking platform, these include the latest in lending, digital banking, payments, financial crime prevention and cybersecurity. Building on its 60-year track record of personalized service, CSI is shaping the future of banking and empowering its customers to rival their competition. For more information about CSI, visit www.csiweb.com

CSI provides rewarding and challenging career opportunities for our employees. When determining your pay, we consider various factors such as your skills, qualifications, experience and location. Along with a competitive salary, this position includes eligibility for incentive awards based on both individual and business performance. We also offer a comprehensive range of benefits. To learn more about our benefits, visit: Benefits Summary

CSI is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, physical and mental disability, marital status, veteran status, or any other characteristic protected by applicable law. If you need an accommodation during the recruitment process, please email us at [e-mail] and we will work with you to meet your accessibility needs.

For applicants residing in California, please read Privacy Notice for California Residents | CSI (csiweb.com)

Visa Sponsorship: We are unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for sponsorship now or in the future.