Implementation Specialist

About the role

This is a hybrid role; candidates must be within a commutable distance to Nashville, TN. The Implementation Specialist I manages a portfolio of assigned Card@Once implementation projects, executing established implementation processes to onboard financial institutions efficiently and accurately. This role is responsible for day-to-day project coordination, client communication, and system setup activities, while following defined procedures and timelines. The position focuses on consistent execution, project tracking, and client support within a structured implementation framework, with guidance available for non-standard or complex scenarios.

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

Requirements

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

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.