SO

Cash Management Implementation Manager

sofi· 48 open roles

Location TBD On-siteFull-time2 weeks ago
Salary
Undisclosed
Experience
Mid
Job Type
Full-time
Posted
2 weeks ago
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Shape a brighter financial future with us.

Together with our members, we’re changing the way people think about and interact with personal finance.

Key Responsibilities

  • 1
    Lead end-to-end implementation of cash management solutions for commercial clients, including documentation and system training
  • 2
    Translate client requirements into operational setups (accounts, services, entitlements)
  • 3
    Coordinate kickoff calls and establish implementation timelines
  • 4
    Serve as the primary point of contact for treasury and cash management inquiries, onboarding, and troubleshooting
  • 5
    Coordinate with operations and technology teams to resolve service issues and improve processes
  • 6
    Maintain accurate records of client interactions, agreements, and service changes
  • 7
    Manage multiple client implementations simultaneously
  • 8
    Maintain detailed project plans, milestones, and status updates
  • 9
    Escalate risks, delays, or client issues proactively
  • 10
    Ensure implementations meet internal SLAs and client expectations

Requirements

  • Bachelor’s degree in Finance, Business, or related field
  • 3–5+ years of experience in:
  • Treasury services / cash management
  • Commercial banking operations
  • Implementation or onboarding roles
  • Payment systems (ACH, wires, SWIFT)
  • Commercial banking products

Perks & Benefits

We are unable to accommodate remote work from Hawaii, Alaska or Puerto Rico at this time.

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