Implementation Specialist

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

Implementation Specialists are responsible for onboarding new customers onto TravelBank’s
solution. Responsibilities include: consultation to determine the best configurations for the
client’s business needs; configuring the software with and for the customer; working with
internal teams on complex technical integrations; tracking, managing and providing regular
updates on the progress of an implementation project; ongoing communication with client-side
and internal stakeholders throughout the process.
What you'll do:
● Provide excellent customer service to your customers
● Leverage your deep product expertise to share best practices on how your customers
may maximize value from their investment in TravelBank
● Acquire technical product knowledge through training, self-directed research and testing,
and internal consultation
● Lead client-facing kick-offs, requirement gathering sessions and configuration review
meetings
● Partner with internal and external technical teams to coordinate custom integration work
● Report on project status and blockers to Customer Success leadership during weekly
meetings
● Train clients to a point where they are able to operate self-sufficiently and confidently on
TravelBank’s platform
● Conduct webinars and group training sessions to onboard our smaller, more
independent customers
● Share innovative ideas with peers and leadership on how to further enhance our thinking
and focus on operational efficiency and innovation
● Cross-functionally collaborate with the Customer Success Management team to
understand the client needs and requirements to ensure a timely and complete
implementation process
What we're looking for:
● 3 years of implementation, customer success, or customer support experience
● Meticulous attention to detail such as workflow and processes
● Knowledge of accounting/finance systems (e.g., Netsuite, Sage, QuickBooks) and
accounting practices (e.g., monthly close, expense management, audit processes)
preferred. If the prior knowledge isn’t there, this role must have the drive and aptitude to
quickly get up to speed on core accounting concepts and processes.
● Strong interpersonal skills including clear communication and collaboration; ability to
coach and train customers effectively
● Competence and comfort presenting to C-level executives
● Highly organized individual with the ability to handle multiple projects simultaneously on
tight timelines
● Growth mindset with drive to continuously improve

Location Expectations 
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. 

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits: 

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

EEO is the Law

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.  

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $90,100.00 - $106,000.00 - $116,600.00

U.S. Bank will consider qualified applicants with criminal histories in a manner consistent with the San Francisco Fair Chance Ordinance.

Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.