Project Management Emphasis

Job Type: Full-time, remote

Full Job Description

This is an exciting time for ADVANTAGE, powered by JMFA.  We are a close-knit group of professionals who are passionate about helping our clients succeed.  We do not view ourselves as a vendor while working with clients but as a true partner and team member of each client we serve. 

We are a diverse team from all over the U.S. and believe in sharing ideas to help clients win.  If you are full of energy, love to have fun, not afraid to roll up your sleeves to help clients achieve their goals while achieving yours, then you are at the right place at the right time.  Welcome to ADVANTAGE!

ADVANTAGE is seeking an Implementation Manager (IM)  responsible for leading the implementation process and working with the client’s Project Manager and Implementation Team to successfully install the client-accepted ADVANTAGE recommendations, by the client’s designated go-live date. The Implementation Management Team follows a Client for Life Philosophy, and individuals in this role ensure that every ADVANTAGE client receives value far exceeding their investment. The IM works closely with the client’s project team from the data-gathering phase through the designated go live date, and beyond, as needed, to ensure that the accepted ADVANTAGE recommendations are fully installed. As a trusted advisor, the IM helps to guide the client through the implementation process, ensuring compliance and that the recommendations are effectively implemented to support achievement of the client’s strategic business goals.

Building, strengthening, and retaining client relationships, as well as cross-selling new products and services, are all critical components of this role, as is strong attention to detail and the ability to multi-task effectively. The ideal candidate is highly self-motivated, able to work without supervision, able to work cooperatively and collaborate effectively with the client project team.

RESPONSIBILITIES (What You Will Do):

• Deepen relationships with client base, developing executive contacts across the organization.
• Analyze client problems, needs, goals, and requirements, and then position ADVANTAGE products and services to resolve/meet them.
• Work with the client project team to customize the implementation timeline and align the Implementation tasks, including milestones, to ensure that all recommendations are fully installed by the go live date.
• Lead weekly implementation team calls with the ADVANTAGE and client team to ensure the project stays on target.
• Submit weekly status reports to management to ensure that all ADVANTAGE stakeholders are aware of the status and any risks that may impact the designated go live date.
• Work with ADVANTAGE Relationship Managers and Regional Directors (Sales Staff) to strategically position discussions with the client regarding Key Performance Indicators (KPI) related recommendations that may be at risk.
• Schedule and perform a Go/No Go meeting with internal ADVANTAGE stakeholders to discuss any challenges/obstacles to the installation of recommendations related to KPI’s, preferably three weeks prior to the go live date, or sooner if needed.
• Schedule and perform a post-mortem assessment to compare original vs final timeline, document successes and challenges, and best practices to improve efficiency and profitability within the first month after the  go live date.
• Maintain in-depth understanding of ADVANTAGE recommendations and the reason behind the recommendations.
• Perform compliance reviews of existing disclosures and be able to identify when existing language conflicts with recommendations and/or when additional supplemental disclosure language must be added.
• Work with the client to customize deliverables, including policies, procedures, letters, disclosures, and training workbooks for accuracy and compliance.
• Review client websites to ensure that related content is accurate and compliant.
• Review in-person and online account opening processes to ensure that overdraft services are presented in an accurate and compliant manner.
• Maintain in-depth understanding of ADVANTAGE software applications.
• Create daily procedures outline for managers of the program and for front-line staff.
• Train client staff on procedures and ADVANTAGE software.
• Maintain a strong understanding of core processing systems and resources to find assistance for the client.
• Maintain in-depth understanding of ADVANTAGE’s products and services.
• Expand relationships with key stakeholders throughout the organizations you work with to create opportunities for other ADVANTAGE programs and services.
• Identify opportunities for  cross-selling additional ADVANTAGE products and services to established client base
  

MORE ABOUT THE ROLE:

• As an Implementation Manager (IM) , you’ll be responsible for leading multiple hybrid ADVANTAGE/Client implementation teams from start to go live – driving adoption and outcomes leading to projects that return maximum results for our clients and ADVANTAGE. 
• Play a critical role in the ultimate outcome for our clients.
• Advocate for your clients, delivering value across the entire lifecycle. 
• Ensure that decisions made during implementation are in line with the client management’s business outcomes and goals.
• Re-enforce their value as the Client Success function, both internally and externally, in partnership with your clients. 
• Engage and educate clients on functionalities and best practices. 
• Increase the value ADVANTAGE delivers to their organization and goals.
• Maintain high levels of engagement and communication. 
• Be a thought leader and ADVANTAGE advocate in client interactions. 
• Experience working with complex, multi-divisional, multi-geographical clients. 
• Possesses the ability to interface with C-level executives to drive program strategy and ROI. 
• Advocate client needs/issues cross-departmentally and program-manage client concerns.

EXPERIENCE AND KNOWLEDGE:

• 5+ years’ Project Management experience (experience in SaaS /Banking preferred) 
• Proficiency in Microsoft 365 Office Suite with emphasis on Excel (above average Excel)
• Proven executive relationship building skills, including ability to drive organizational needs-assessment, and experience maneuvering within C-level structure of a large account
• Banking experience required, either consumer facing, back-office operations or an online banking service provider at a bank or credit union
• Experience with overdrafts, courtesy pay, and core systems strongly preferred
• Experience with procedure writing and copy editing
• Proven results in meeting/exceeding satisfaction, cross-sale targets, and metrics-driven client advocacy/satisfaction
• Interest in financial technology and software
• Lifelong learner with desire to continually delve into and further develop understanding of new digital and fintech offerings
• Proven ability to work effectively remotely
• Proven ability to multi-task effectively

Preferred Qualifications but not Required

• Bachelor’s degree in Business, Finance, and/or Business Statistics
• Project Management Institute PMP® or CAPM® Certification 

About ADVANTAGE, powered by JMFA

ADVANTAGE, powered by JMFA is one of the most trusted names in the in the financial services industry. For over 40 years, we have helped community banks and credit unions generate non-interest income, reduce expenses, and help serve their accountholders with highly valued services. ADVANTAGE’s corporate offices are located in Houston, TX, but our implementation managers work remotely. We highly value the family atmosphere at ADVANTAGE and are looking forward to expanding our family.