U.S. Bank

Implementation Specialist ( Canada)

U.S. Bank  •  Toronto, CA (Hybrid)  •  14 days ago
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Job Description

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.

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:

  • 5+ 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

Basic Qualifications

  • Bachelor’s degree, or equivalent work experience

  • Typically eight or more years of relevant experience

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 of the 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.

Posting may be closed earlier due to high volume of applicants.

U.S. Bank

About U.S. Bank

At U.S. Bank, we help millions of clients achieve their goals with a balance of best-in-class technology and human expertise tailored to individual needs. As the fifth-largest commercial bank in the United States, we’ve built a reputation for strength and stability across a diversified mix of businesses, including commercial and institutional banking, business banking, payments, wealth management and consumer banking. We’ve been named one of the World’s Most Ethical Companies® by the Ethisphere Institute and the most admired superregional bank by Fortune.

In addition to thousands of branches serving consumers, U.S. Bank offers a complete suite of products, services and strategic partnerships for business. Within our Wealth, Corporate, Commercial and Institutional Banking division, we serve more than half a million clients across the country and around the world, ranging from wealthy individuals and families to the largest corporations, including 90% of Fortune 1000 companies.

We’re also consistently recognized as a great place to work. We’re shaping our company culture with intention, focused on creating a workplace where it’s safe to speak up, share ideas and try new things. We’re proud to be recognized as a “Best for Vets” employer by the Military Times and included on Fair360’s (formerly DiversityInc.) list of Top 50 Companies for Diversity.

U.S. Bank, NA. Member FDIC. Equal Housing Lender.

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Minneapolis, MN
Year Founded
Unknown
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