Treasury Implementation Specialist
hace 4 semanas
As a Treasury Implementation Specialist at Embat, you will play a crucial role in helping our clients achieve their financial goals. Your primary responsibility will be to activate and configure our Treasury Management software for new clients, ensuring seamless integration with their existing systems.
Key responsibilities include:
- Consulting with clients to determine the best configurations for their business needs and long-term usage of the software.
- Configuring the software through the user interface to meet the needs and requirements of the client, according to the scope of the project.
- Configuring the software through back-end databases, scripts, and via software tools; tracking, managing, and providing regular updates on the progress of an implementation project.
- Ongoing communication with client-side and internal stakeholders throughout the process.
- Acting as an internal technical product knowledge resource in collaborative training, testing, and troubleshooting activities with team members and cross-functionally.
- Providing exceptional customer service to clients by phone, email, via web, and in person.
- Leading implementation client-facing kick-offs, requirement gathering sessions, and configuration review meetings.
- Collaborating with our Product team by providing user feedback, research, testing, and acting as an internal Product consultant.
Requirements include:
- Bachelor's degree, college diploma in a related field, and/or equivalent experience.
- 4-5 years of experience with software implementation projects, preferably financial software like TMSs or ERPs.
- Financial (Accounting and treasury management) experience.
- Strong interpersonal skills, including collaboration, negotiation, and diplomacy.
- Strong organization skills and superb capabilities with managing multiple high-priority projects simultaneously and successfully.
- Learner's mindset with drive and ability to consistently improve knowledge and abilities.
- Spanish and English speaker.
This role is based in Madrid, Spain, with a hybrid working arrangement. We are looking for a team player who is passionate about delivering exceptional customer service and has a strong understanding of financial software implementation.
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