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Implementation Specialist jobs in United States
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CPI Card Group · 18 hours ago

Implementation Specialist

CPI Card Group is a payment technology company and leading provider of credit, debit and prepaid solutions. The Implementation Specialist I manages a portfolio of assigned implementation projects, ensuring efficient onboarding of financial institutions and serving as the primary contact for clients throughout the implementation process.
Financial ServicesPaymentsPrinting
badNo H1Bnote

Responsibilities

Manage a book of assigned implementation projects from intake through production launch using established processes and templates
Serve as the primary point of contact for clients during implementation for standard scope projects
Lead kickoff calls, ongoing status calls, and follow-up communications
Execute required system setup and coordination activities across the Card@Once Portal, Program Management, NetSuite, and related tools
Coordinate internal teams to complete implementation milestones and deliverables
Track project timelines, dependencies, and required approvals; escalate risks or delays as needed
Maintain accurate project documentation and status updates in HubSpot
Support testing coordination and production readiness using defined checklists
Perform routine account-management tasks such as user access updates, location maintenance, and standard configuration requests

Qualification

Project coordinationClient communicationMicrosoft ExcelHubSpotNetSuiteFinancial services experienceElementary English proficiencyOrganizational skillsAttention to detailVerbal communicationWritten communicationProblem identification

Required

Strong organizational skills and ability to manage multiple concurrent projects
Attention to detail and ability to follow established procedures consistently
Clear and professional written and verbal communication skills
Ability to identify issues and escalate appropriately
Proficiency in Microsoft Excel and Word
Bachelor's degree in Business, Finance, Information Systems, or related field, or equivalent experience
1–3 years of experience in project coordination, implementations, operations, or client-facing roles
Elementary English proficiency communication skills necessary
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time

Preferred

Experience in financial services, payments, banking, or regulated technology environments
Familiarity with HubSpot or NetSuite

Benefits

Medical
Dental
Vision
Long Term Disability
Short Term Disability
Life Insurance
Accident Insurance
Critical Illness Insurance
FSA
HSA
Vacation and Holiday Pay
Tuition Reimbursement
401(k) with a competitive company match percentage

Company

CPI Card Group

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Providing integrated payment solutions to credit and debit card issuers

Funding

Current Stage
Public Company
Total Funding
$310.2M
Key Investors
Tricor Pacific Capital
2025-12-05Post Ipo Secondary
2024-10-01Post Ipo Secondary· $25.2M
2024-06-24Post Ipo Debt· $285M

Leadership Team

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Marc Sheinbaum
Director
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Company data provided by crunchbase