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Implementation Consultant – Banking jobs in United States
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CINC Systems · 22 hours ago

Implementation Consultant – Banking

CINC Systems is a company that simplifies community management through its HOA software. The Implementation Consultant – Banking is responsible for supporting the banking integration process for clients, collaborating with project managers and bank representatives to ensure successful implementation and ongoing support post cutover.
SaaSSoftware
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Gathers, consolidates, and analyzes banking information to evaluate the impact of the banking change on the client’s operational practices
Assess current-state business processes and suggest best-practice solutions using CINC’s technology
Reviews banking setup for completeness, accuracy, and compliance with relevant controls and alerts
Ensures all elements of the integration are ready prior to the client’s cutover date
Provides support and assistance to project manager and team members
May assist with client’s education on how banking integrations work in CINC
May assist client in adopting new processes by assisting with questions and working sessions focused on banking tasks
Remain current on release updates, changes to banking integrations, and product knowledge for assigned products
Provide coordination and clear communication via phone, email, and SFDC on the case or other client implementation and support activities to both internal and external customers
Provide feedback to the banking team on any bank-related challenges or needed changes to processes
Maintain implementation documentation repository as needed
Maintain a high level of commitment to superior customer satisfaction throughout the entire duration of the customer relationship

Qualification

Banking integrationSoftware supportProject managementMicrosoft OfficeAnalytical skillsCommunication skillsTeam collaborationProblem-solvingDetail-oriented

Required

Ideal candidates will have a bachelor's degree in accounting or equivalent work experience
2 - 3 years of software support and preferably bank-related experience
Familiarity with Microsoft Office products and advanced proficiency in Excel is strongly desired
Excellent written and verbal communication skills
Strong organization, analytical, statistical, and problem-solving skills, as well as detail-oriented
Demonstrated ability to work in a team environment that requires quick turnaround and quality output
Ability to prioritize workload and work efficiently without supervision
Ability to work concurrently on multiple projects with several teams
Prior experience in implementing and/or supporting software applications
Prior experience with direct client/external-facing engagements

Preferred

Experience with CINC's solutions, or competitor solutions, desired

Company

CINC Systems

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CINC Systems is a provider of SaaS solutions for the community association industry.

H1B Sponsorship

CINC Systems has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (2)
2022 (3)
2020 (1)

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
HgSpectrum Equity
2023-12-14Private Equity
2020-06-03Private Equity

Leadership Team

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Ryan Davis
Chief Executive Officer
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Robert McCullar
Chief Administrative Officer & EVP, Strategic Initiatives
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Company data provided by crunchbase