The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
Implementation Specialist
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The Implementation Specialist is responsible for leading the onboarding and implementation process for new PEO clients from contract execution through successful go-live. This position serves as the ...
Quick apply
Implementation Specialist
Beckley, WV · On-site
The Implementation Specialist is responsible for leading the onboarding and implementation process for new PEO clients from contract execution through successful go-live. This position serves as the ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is ...
Implementation Specialist
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$18/hr
The Implementation Specialist is primarily focused on providing support to the Account Management ... Support on-boarding resolution of service-related issues in partnership with experienced team ...
Implementation Specialist
Las Vegas, NV · Hybrid
$18/hr
The Implementation Specialist is primarily focused on providing support to the Account Management ... Support on-boarding resolution of service-related issues in partnership with experienced team ...
Software Project Implementation Manager
Holmdel, NJ · On-site
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... Implementation Specialist, Customer Onboarding, Onboarding Manager, Integration Consultant, #IntegrationConsultant, Technical Account Manager, #TechnicalAccountManager, Client Onboarding ...
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About the role As an Implementation Specialist at Dockwa, you will own the critical bridge between ... Core responsibilities 1. Customer Onboarding & Implementation * Guide marina customers through ...
About the role As an Implementation Specialist at Dockwa, you will own the critical bridge between ... Core responsibilities 1. Customer Onboarding & Implementation * Guide marina customers through ...
On a daily basis out SaaS Implementation Specialist ... Leads new client onboarding and solution configuration, remotely or onsite. * Develops training ...
On a daily basis out SaaS Implementation Specialist ... Leads new client onboarding and solution configuration, remotely or onsite. * Develops training ...
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Role Overview As Implementation Specialist , you will report to the Vice President of Customer ... Own onboarding end to end for mid-market PermitFlow accounts, from post-sale handoff through ...
Implementation Specialist
New York, NY · On-site
$100K - $130K/yr
Role Overview As Implementation Specialist , you will report to the Vice President of Customer ... Own onboarding end to end for mid-market PermitFlow accounts, from post-sale handoff through ...
On a daily basis out SaaS Implementation Specialist ... Leads new client onboarding and solution configuration, remotely or onsite. * Develops training ...
On a daily basis out SaaS Implementation Specialist ... Leads new client onboarding and solution configuration, remotely or onsite. * Develops training ...
Cash Management Implementation Specialist - Vice President
Manhattan, NY · On-site
$115K - $150K/yr
Role Description The Vice President, Onboarding & Implementation Specialist plays a critical role in delivering a seamless, timely, and high-quality onboarding experience for corporate and ...
Cash Management Implementation Specialist - Vice President
Manhattan, NY · On-site
$115K - $150K/yr
Role Description The Vice President, Onboarding & Implementation Specialist plays a critical role in delivering a seamless, timely, and high-quality onboarding experience for corporate and ...
Cash Management Implementation Specialist - Vice President
Manhattan, NY · On-site
$115K - $150K/yr
Role Description The Vice President, Onboarding & Implementation Specialist plays a critical role in delivering a seamless, timely, and high-quality onboarding experience for corporate and ...
Cash Management Implementation Specialist - Vice President
Manhattan, NY · On-site
$115K - $150K/yr
Role Description The Vice President, Onboarding & Implementation Specialist plays a critical role in delivering a seamless, timely, and high-quality onboarding experience for corporate and ...
Implementation Specialist
Midvale, UT · On-site
We are seeking a detail-oriented and relationship-driven Implementation Specialist to lead the ... Client Onboarding & Implementation * Serve as the primary point of contact for new clients during ...
Quick apply
Implementation Specialist
Midvale, UT · On-site
We are seeking a detail-oriented and relationship-driven Implementation Specialist to lead the ... Client Onboarding & Implementation * Serve as the primary point of contact for new clients during ...
Onboarding Implementation Specialist information
See salary details
$14.18 - $19.45
3% of jobs
$19.45 - $24.72
19% of jobs
$25.11 is the 25th percentile. Wages below this are outliers.
$24.72 - $29.98
35% of jobs
$33.76 is the 75th percentile. Wages above this are outliers.
$29.98 - $35.25
24% of jobs
$35.25 - $40.52
6% of jobs
$40.52 - $45.78
5% of jobs
$45.78 - $51.05
2% of jobs
$51.05 - $56.32
1% of jobs
$56.32 - $61.58
1% of jobs
$61.58 - $66.85
1% of jobs
$66.85 - $72.12
1% of jobs
$14
$34
$72
How much do onboarding implementation specialist jobs pay per hour?
What is the difference between Onboarding Implementation Specialist vs Customer Success Associate?
| Aspect | Onboarding Implementation Specialist | Customer Success Associate |
|---|---|---|
| Primary Focus | Implementing onboarding processes for new clients | Ensuring ongoing customer satisfaction and retention |
| Responsibilities | Configuring systems, training clients, managing onboarding timelines | Supporting clients post-onboarding, addressing issues, upselling |
| Required Skills | Technical knowledge, project management, communication | Customer service, relationship management, communication |
| Work Environment | Project-based, client-facing, collaborative teams | Customer support, account management, cross-functional teams |
The Onboarding Implementation Specialist primarily focuses on guiding new clients through the onboarding process, ensuring smooth system setup and training. In contrast, the Customer Success Associate maintains ongoing client relationships, supporting retention and satisfaction after onboarding. While both roles require strong communication skills, the specialist emphasizes technical implementation, whereas the associate emphasizes relationship management.
What does an onboarding implementation specialist do?
Is an onboarding implementation specialist a good career?
What are some common challenges faced by onboarding implementation specialists when coordinating with cross-functional teams?
Is onboarding implementation specialist a stressful job?
How much do onboarding implementation specialists make in the US?
What are the key skills and qualifications needed to thrive as an onboarding implementation specialist?
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Treasury Management Onboarding Implementation Specialist
Houston, TX • On-site
Full-time
Re-posted 21 days ago
Huntington National Bank rating
8.1
Based on 170 frontline employees who took The Breakroom Quiz
65th of 170 rated banks
Job description
Summary:
The Treasury Management Onboarding Implementation Specialist plays a pivotal role in leading the end-to-end execution of complex onboardings for high value treasury management clients. This role is accountable for managing all phases of the onboarding lifecycle, from project initiation to completion, or integrating seamlessly into projects already underway to ensure strategic alignment and successful delivery. Success in this position requires exceptional time management, deep subject matter expertise in commercial banking treasury services, and a comprehensive understanding of both functional and technical implementation components. The ideal candidate will demonstrate mastery of project management methodologies, subject matter expertise of treasury management products, outstanding communication and documentation skills, and the ability to strategically schedule and sequence activities to meet critical deliverables. They must also excel in driving alignment across internal teams, external partners, and clients, ensuring seamless execution and optimal outcomes. The Project Manager will orchestrate workflows with precision, engage key stakeholders, define and assign responsibilities, and establish clear expectations and accountability. Through strategic goal setting and milestone tracking, they ensure projects are delivered on time, exceed expectations, and achieve successful results. It is expected that the Project Manager will handle multiple client implementations concurrently.
Duties and Responsibilities:
- Project Planning & Execution:
- Develop and manage detailed project plans, including activity sequencing, milestone tracking, and resource allocation.
- Lead onboarding projects for a wide range of treasury products, ensuring technical and operational readiness.
- Maintain accountability for project deliverables, timelines, and stakeholder engagement
- Stakeholder Management & Accountability:
- Facilitate discovery and readiness meetings with clients and internal teams to define scope, roles, and responsibilities.
- Serve as the primary point of contact for clients throughout the onboarding lifecycle.
- Communicate project status, risks, and mitigation plans clearly and proactively.
- Identify and engage key stakeholders across departments, including Sales, Service, Onboarding, Product, Vendors, Clients, and Technical Partners.
- Lead with a proactive and solution-oriented communication style to maintain transparency, foster collaborations, and keep all parties aligned on project status and outcomes.
- Project Oversight & Escalation:
- Maintain full control of the project timelines, milestones, and resources, ensuring alignment with project objectives.
- Proactively escalate issues requiring senior management engagement to ensure timely resolution.
- Client Engagement & Guidance:
- Conduct discovery and readiness meetings with clients and internal stakeholders to establish project scope, clarify objectives, and assign responsibilities.
- Facilitate client meetings to review project status, address questions, and confirm project alignment with client goals.
- Cross-Functional Collaboration:
- Partner with Sales, Product, Onboarding, Service, Vendors, and Technology teams to ensure seamless execution.
- Collaborate with dedicated project managers when joining in-progress projects, ensuring continuity and clarity.
- Documentation & Communication:
- Produce high-quality documentation including project plans, meeting notes, implementation guides, and client communications.
- Demonstrate excellent verbal and written communication skills across all levels of the organization.
- Continuous Improvement & Process Optimization:
- Identify opportunities to enhance onboarding processes and improve client experience.
- Contribute to process optimization initiatives and promote best practices in project management.
- Assist in modifying training materials, procedural documentation, and process guides to support ongoing improvement.
Basic Qualifications:
- Bachelor's Degree
- 4+ years of experience in treasury management and project management with a proven record of leading complex implementations.
Preferred Qualifications:
- Excellent written and verbal communication skills, including professional grammar, tone, and presentation in both face-to-face and virtual environments.
- Strong project management capabilities with the ability to drive initiatives forward, maintain focus, and deliver results.
- Highly meticulous with strong organizational, analytical, and problem-solving abilities.
- Exceptional interpersonal skills, with the ability to build trust and maintain strong client relationships.
- Proven ability to manage multi-stakeholder projects in a dynamic, fast-paced environment.
- Collaborative mindset with the ability to work effectively across multiple lines of business and functional teams.
- Proficiency in Microsoft Office Suite and other project management tools.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
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