Implementation Specialist / Project Manager

CPI Card Group

Nashville (TN)

Hybrid

USD 65,000 - 90,000

Full time

14 days+
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Benefits offered by this job

Competitive pay
Full benefits package
401(k) with match

Job summary

The CPI Card Group is seeking an Implementation Specialist / Project Manager in Nashville, TN for a hybrid role. You will manage a portfolio of Card@Once implementations, onboarding financial institutions efficiently and coordinating with clients and internal teams.

Responsibilities include kickoff calls, status updates, system setup across Card@Once Portal, NetSuite and related tools, and ensuring timely delivery within a structured framework while maintaining strong client communication and

Qualifications

  • Bachelor's degree or equivalent experience required.
  • 1-3 years of experience in project coordination, implementations, operations, or client-facing roles.
  • Elementary English proficiency communication skills.
  • Experience in financial services, payments, banking, or regulated technology environments preferred.
  • Familiarity with HubSpot or NetSuite preferred.
  • Proficiency in Excel and Word required.

Responsibilities

  • Manage a book of assigned implementation projects from intake through production launch using established processes and templates.
  • Serve as the primary point of contact for clients during implementation for standard scope projects.
  • Lead kickoff calls, ongoing status calls, and follow-up communications.
  • Execute required system setup and coordination activities across the Card@Once Portal, Program Management, NetSuite, and related tools.
  • Coordinate internal teams to complete implementation milestones and deliverables.
  • Track project timelines, dependencies, and required approvals; escalate risks or delays as needed.
  • Maintain accurate project documentation and status updates in HubSpot.
  • Support testing coordination and production readiness using defined checklists.
  • Perform routine account-management tasks such as user access updates, location maintenance, and standard configuration requests.

Skills

Organizational skills
Attention to detail
Communication skills
Issue escalation
English proficiency
HubSpot/NetSuite familiarity

Education

Bachelor's degree in Business, Finance, Information Systems, or related field

Tools

Microsoft Excel
Microsoft Word

Job description

Implementation Specialist / Project Manager

Job Locations: US-TN-Nashville

Job Category: Operations

Job ID: 2026-11176

Shift: US - Weekday days

Overview

This is a hybrid role, candidates must be within a commutable distance to Nashville, TN

The Implementation Specialist I manages a portfolio of assigned Card@Once implementation projects, executing established implementation processes to onboard financial institutions efficiently and accurately. This role is responsible for day-to-day project coordination, client communication, and system setup activities, while following defined procedures and timelines.

This position focuses on consistent execution, project tracking, and client support within a structured implementation framework, with guidance available for non-standard or complex scenarios.

Responsibilities
  • Manage a book of assigned implementation projects from intake through production launch using established processes and templates
  • Serve as the primary point of contact for clients during implementation for standard scope projects
  • Lead kickoff calls, ongoing status calls, and follow-up communications
  • Execute required system setup and coordination activities across the Card@Once Portal, Program Management, NetSuite, and related tools
  • Coordinate internal teams to complete implementation milestones and deliverables
  • Track project timelines, dependencies, and required approvals; escale risks or delays as needed
  • Maintain accurate project documentation and status updates in HubSpot
  • Support testing coordination and production readiness using defined checklists
  • Perform routine account-management tasks such as user access updates, location maintenance, and standard configuration requests
Qualifications
  • Strong organizational skills and ability to manage multiple concurrent projects
  • Attention to detail and ability to follow established procedures consistently
  • Clear and professional written and verbal communication skills
  • Ability to identify issues and elevate appropriately
  • Proficiency in Microsoft Excel and Word
  • Bachelor's degree in Business, Finance, Information Systems, or related field, or equivalent experience
  • 1-3 years of experience in project coordination, implementations, operations, or client-facing roles
  • Elementary English proficiency communication skills necessary
  • Experience in financial services, payments, banking, or regulated technology environments preferred
  • Familiarity with HubSpot or NetSuite preferred
Physical Demands
  • This is a Hybrid position; ability to work from home and be onsite in the office; work a minimum of 40 hours per week;
  • Hours are minimum 40 hours per week during company's regular business hours however evening and/or weekend work may be required as job duties demand;
  • Work is in a typical office environment; prolonged sitting required (1-2 hours at a time); ability to move around the office to attend meetings; deliver items; gather supplies; set up meetings; etc. lifting up to 20 lbs occasionally.
  • Work environment: Usual office setting; close contact with employees for long periods of time. The noise level in the work environment is usually minimal.
  • Position may require minimal travel by car and/or plane.
Additional Requirements
  • reliable high-speed internet access (hotspot not acceptable)
  • dedicated distraction-free home work environment

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time

Company Overview

CPI Card Group is a payment technology company and leading provider of credit, debit and prepaid solutions delivered physically, digitally and on-demand. CPI helps our customers foster connections and build their brands through innovative and reliable solutions, including financial payment cards, personalization and fulfillment, and Software-as-a-Service (SaaS) instant issuance. Learn more at www.cpicardgroup.com.

Benefits
  • Competitive pay rates and an inclusive, empowering and rewarding culture.
  • Solid benefits package including Medical, Dental, Vision, Long Term Disability, Short Term Disability, Life Insurance, Accident Insurance, Critical Illness Insurance, FSA, HSA, Vacation and Holiday Pay, Tuition Reimbursement and 401(k) with a competitive company match percentage.

CPI is an Equal Opportunity Employer, including disability/vets. A complete background including drug screen is contingent upon hire.

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