Treasury Implementation & Onboarding Specialist

Socket.dev; Town of Florida (NY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Socket.dev is seeking a Technical Implementation Consultant to own the client onboarding experience for treasury implementations, coordinating with clients and internal teams to deploy complex treasury solutions. You will guide customers on technical usage and ensure a smooth transition to ongoing support.

Role requires strong technical and project management skills, with experience in file specs, testing, and customer communication.

Qualifications

• Five years of treasury management experience including working with technical products and solutions.
• Experience with file testing methodologies; treasury workstations/systems; and client-facing project management.

Responsibilities

• Oversee the implementation of treasury solutions, including technical requirements for file transmissions; ensure on-time delivery within scope.
• Document integration processes and coordinate testing to meet quality standards; manage expectations with clients and partners.
• Clarify expectations of the implementation process, assess scope with sales and technical teams, translate business requirements into technical specs.
• Demonstrate problem solving and sound judgment; maintain project documentation and timely client communications.
• Coordinate deployment of treasury products with onboarders and sales; ensure alignment with vendor requirements and stakeholder communication.
• Recognize and report risk within own area; comply with policies, laws, and risk controls; escalate violations as needed.
• Perform other related duties as required.

Skills

Strong technical background and PM

Interpret file specifications

Translate requirements

Organizational skills

Customer service skills

Professional communication

Problem solving & negotiation

Team collaboration

Word processing & spreadsheets

Education

High School Diploma or Equivalent; College degree preferred

Job description

Socket.dev is seeking a Technical Implementation Consultant to own the client onboarding experience for treasury implementations, coordinating with clients and internal teams to deploy complex treasury solutions. You will guide customers on technical usage and ensure a smooth transition to ongoing support.

Role requires strong technical and project management skills, with experience in file specs, testing, and customer communication.