Senior Implementation Manager

The Senior Implementation Manager will report to the Senior Manager, Client Management in the CDB Client Services Department. This role is responsible for coaching, training and mentoring team members, assisting with the development, reviewing, and updating of policies and desktop procedures, and discussing, testing, and implementing new product offerings and new software applications.

What You Will Do

The ideal incumbent will develop, strengthen, and maintain a positive relationship with our clients and firm associates. This role will direct all aspects of customer benefit plan installation for new and existing high profile, large, complex customers of PayFlex's products and services.

Why It Might Be a Fit

The incumbent will develop and execute an implementation strategy consistent with customer expectations. Ultimately creating, managing and tracking detailed project plans and issue logs outlining required actions, responsible parties and assigned target dates associated with the delivery of the services and projects.

Requirements

• 5-7 years of experience
• Bachelor's Degree in Business, Communications, Finance, or related field
• Strong relationship and communication skills
• Bilingual language skills preferred
• Possess a high level of knowledge regarding IRAs and applicable IRS code
• Action oriented
• High level of composure
• Operate efficiently with a high degree of accuracy
• Consistent, sound decision making capabilities
• High level of ethics and values
• Experience in solving complex issues, both independently and in a collaborative team environment
• Excellent analytical skills with a proactive nature
• Proficiency in Microsoft Excel, Word (including mail merge) and Outlook
• Experience with Salesforce CRM and Trust Accounting Systems preferred
• Strong collaboration skills

Benefits

• Full-time job
• Remote work option
• Opportunities for cross sales and account rounding of additional PayFlex products and services
• Professional development and growth opportunities
• Positive work atmosphere with the team and internal departments