Document specialist

Location : Any CSI Office. Open to location discussion.

JOB SUMMARY

Implementation Specialists are responsible for executing solution and application implementations for existing and new customers.

They focus on and are typically assigned to implementations of one or more smaller solution(s) from lower complexity software and / or smaller customers.

Their projects include new conversions, cross-sell, and mergers that are positioned with relatively low intensity. Specific activities Implementation Specialists perform may include customer data conversion and configuration, go-live transition, and / or a combination of both.

KEY RESPONSIBILITIES

• Effectively communicates and interacts with the customer.
• Introduces customers to their CSI solution(s).
• Defines implementation requirements and ensures alignment with each customer’s functional expectations.
• Stays informed about all relevant products and enhancements to ensure knowledge for successful training and conversion.
• Performs other duties as assigned.

Data conversion and configuration-specific tasks

• Defines file layout and / or mapping for conversion of data from previous system to CSI solution; creates data mapping diagrams for data translations and defines the rules for how data is moved.
• Gathers requirements for and configures application settings within CSI solution to meet the client’s functional expectations.
• Configures software onto solution hardware; prepares and executes hardware driver configurations.
• Prepares for and executes solution testing; may lead customers through initial acceptance testing activities; triages issues resulting from user acceptance testing.
• Performs other duties as assigned.

Transition specific tasks

• Provides initial go-live, hyper-care, support; prepares and executes the transition plan for ongoing customer support.
• Supports post-implementation issue resolution and training, as necessary.

PRIMARY RESULTS ACCOUNTABLE FOR ACHIEVING

• When applicable, that data is converted accurately.
• Application configuration is complete and accurate.
• Customer is properly trained for use of the systems.
• Customer is effectively supported during the project transition period.
• All parts of the implementation process are successful, and the customer is satisfied.

JOB REQUIREMENTS

Education & Certifications :

Education or job knowledge equivalent to college or university undergraduate education.

Experience :

The minimum amount of relevant work experience required to successfully perform the job is at least two (2) years.

Banking or financial institution experience, preferred.

Project management experience, preferred.

Required Skills :

• Organization and time management skills
• Communication skills demonstrated verbal and written communication skills
• Persuasion skills ability to influence with diplomacy and tact
• Reasoning skills
• Computer skills MS-Office suite of products and general technical aptitude
• Leadership skills
• Administrative skills
• Analytical skills
• Networking skills

RELATIONSHIP BUILDING

This position requires regular contact both inside and / or outside the company.

DECISION MAKING

The position requires the use of judgment to plan and perform; general decisions are made to solve a problem or select a course of action for a standard or recognized method of operation.

SUPERVISION RECEIVED

General Supervision. Assignments are both task-oriented and objective-oriented. Work is reviewed for soundness of judgement and overall adequacy and accuracy.

WORK ENVIRONMENT

The work environment characteristics described below are representative of those an employee encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Travel : Some travel required (5-10%).

Physical Demands :

The employee is regularly required to sit, talk, and hear, and use hands to finger, handle or feel. This position requires the ability to occasionally lift or move up to 10 pounds.

This position requires close vision (clear vision at 20 inches or less) and the basic need to look at a computer screen 8 hours a day.

Not For Albany County, NY, California, Colorado,Connecticut, Hawaii, Maryland, Nevada, New York City, Washington applicants.

CSI is a leading fintech, regtech and cybersecuritysolutions partner operating at the intersection of innovation and service.

As atrusted technology company, CSI excels at driving businesses forward with aunique blend of cutting-edge solutions, decades of experience and a commitmentto authentic partnerships defined by our customer-first culture.

CSI is dedicated to providing challenging andrewarding careers for our employees across the country and offers a competitivecompensation package, including health, dental and vision insurance, paidvacation, 401k, and much more!

For more information about CSI, visit .

CSI is proud to be an Equal Opportunity Employer andall qualified applicants will receive consideration for employment withoutregard to race, color, religion, gender, gender identity, sexual orientation,national origin, age, disability, veteran status, genetics, or any otherlegally protected basis.

If you live less than one (1) hour drive from a CSIoffice, you will be required to be hybrid in-office.

LI-CV1

Last updated : 2024-05-03