Regional Implementation Manager Resume Samples

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M Wintheiser

Makenna

Wintheiser

7130 Herzog Orchard

Phoenix

+1 (555) 751 6551

7130 Herzog Orchard

Phoenix

Phone

p +1 (555) 751 6551

Experience Experience

Phoenix, AZ

Regional Implementation Manager

Phoenix, AZ

Windler, Quigley and O'Connell

Phoenix, AZ

Regional Implementation Manager

Manage the pilot implementation projects. This is, the first time a new product or new major function is implemented with a client. Acting as RIM on such pilots or directly involved closely supporting the Implementation Manager of such project
Manage and coordinate multiple functional implementation teams (incl. Scrum teams) within the region (incl. regional roll-out planning like e.g. plant and customer roll-outs)
Oversees the process to bring into implementations of all the new products and major new functionalities: main responsible person to ensure new products or functions for which the Implementations Teams introduce support, have a solid client implementation process, perfectly documented –implementation guide, process description and checklists, implementation plan template, complete and clear forms, etc.- and that implementation teams are perfectly prepared/ trained to execute
Demonstrated success in relationship management in dealings with senior management and managing customer relations
Manage onboarding of simple to complex transitions that span from account opening in various market to custody to fund accounting implementation across different products
Lead all regional project management activities and assume responsibility of the regional implementation including the strategic and conceptual work
Responsible for the development of strategic goals and tactical objectives related to Implementation Readiness. Responsible for the execution of the Implementation Readiness Plan

Chicago, IL

Icg-regional Implementation Manager

Chicago, IL

Greenholt-Kuhn

Chicago, IL

Icg-regional Implementation Manager

Act as the primary interface to onboard clients and implement deal mandates for Citi’s top-tier institutional clients
Manage multiple deals and implement deals with highest level of quality and professionalism
Ensure total client satisfaction: Implement client objectives within standard guidelines and timeframes while coordinating all internal and external project related activities
Be part of the deal team working closely with sales for client pitches. Support RFP preparation to incorporate implementation related content
Comply with all audit, regulatory and compliance directives
Take on additional projects and responsibilities including
Implement Cash, and/or Cards products for Global Top tier names and multi-product clients

present

New York, NY

MYS Ctsm Kl-regional Implementation Manager

New York, NY

Schneider Inc

present

New York, NY

MYS Ctsm Kl-regional Implementation Manager

present

Develop statement of work and project plan for the implementation, and obtain client sign-off on the same
Work closely with the client to keep scope of work and project plan current with the project mandate/charter throughout the implementation
Engage country implementation managers to provide in-country implementation support
Effective maintenance and communication of MIS and metrics; provide ongoing management updates on key projects
Work closely with the client to keep Scope of Work and Project Plan current with the project mandate/charter throughout the implementation
Effective maintenance & communication of MIS and metrics; provide ongoing management updates on key projects
Work closely with the client to keep Scope of Work and Project Plan current with the project mandate / charter throughout the implementation

Education Education

Bachelor’s Degree in Finance

Liberty University

Bachelor’s Degree in Finance

Skills Skills

Good technical understanding, capable of interacting with IT technical people (i.e. for a host to host implementation process, a complex backend setup, etc.)
Good knowledge / experience of cash products implementations (all relevant product lines: host to host, collections, liquidity)
Methodical, capable to organize multiple disconnected components in a single process/ flow, without missing a piece
Risk Management
Project Management: advanced project management skills and experience (PMI a plus)
In-depth understanding of cash products
Familiar designing processes and documenting them
Communication
PMI desired (definitely a plus)
4 years or more of project management experience

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Regional Implementation Manager Resume Examples & Samples

Lead implementation activities covering each securities and funds services onboarding / transitions. Identify roles and responsibilities of key parties in each project, ensure all parties are accountable for their tasks and progress as planned. Escalate outstanding issues in a timely manner
Provide feedback on current processes and be a member to contribute to process improvement initiatives, if appropriate
Solid knowledge of banking products and operations, preferably securities related services
Knowledge of electronic banking platform a plus
University graduate
PMP certified preferred
Fluent in English. Mandarin is required

Icg Regional Implementation Manager Resume Examples & Samples

Lead clients and sales/account and client services managers to plan for implementation activities, timing and define roles and responsibilities on each securities business on-boarding / transitions. Identify roles and responsibilities of key parties in each project, ensure all parties are accountable for their tasks and progress as planned. Escalate outstanding issues in a timely manner
Act as the single point of contact to clients’ contact involved in implementation. Manage and coordinate the overall implementation process including account opening and entitlements to deliver client desired services. Manage tasks to shorten cycle time and accelerate generation of revenues. Handhold clients in fulfilling markets account opening documentations
Lead internal resources across functions (operations, systems, and products management), to complete implementations on time
Solid work experience of a minimum of 5 years in a securities operations/client service role
Solid experience of assets transition and account opening activities preferred
Strong customer orientation and team player
Good time management, negotiation and communication skills

Regional Implementation Manager Resume Examples & Samples

Reports to the Implementations Region Head
Oversees the process to bring into implementations of all the new products and major new functionalities: main responsible person to ensure new products or functions for which the Implementations Teams introduce support, have a solid client implementation process, perfectly documented –implementation guide, process description and checklists, implementation plan template, complete and clear forms, etc.- and that implementation teams are perfectly prepared/ trained to execute
Manage the pilot implementation projects. This is, the first time a new product or new major function is implemented with a client. Acting as RIM on such pilots or directly involved closely supporting the Implementation Manager of such project
Manage critical/ sensitive assigned regional implementations
Responsible for the development of strategic goals and tactical objectives related to Implementation Readiness. Responsible for the execution of the Implementation Readiness Plan
Responsible to develop / refine methodology to introduce new products and new functions into implementations
Act as the visible “gatekeeper” face for all new products / functions coming to Implementations, interacting with partner areas: Product, Operations and Operation Readiness, Sales, Client Delivery Ops
Develop metrics Dashboard (set of key metrics) to monitor Pilots and Impl. Readiness Performance
Manage the BAU pilot and readiness activities to ensure customer satisfaction and improved Implementation productivity
Lead implementation process improvements of established products, towards better overall customer satisfaction and implementation productivity
Serve as one of the senior representative of TTS and Implementations organization to internal and external clients
Manage risk and control aspects of new products implementation processes. Ensure process is fully aligned with Control / MCA requirements. Embed MCA requirements into implementation process as necessary
Identify opportunities to improve overall operating efficiency and overall client satisfaction through an improved client experience
Leadership/ Strategic
Leading

Mys Ctsm Kl Regional Implementation Manager Resume Examples & Samples

Project management or consulting experience in banking or corporate finance environment
Corporate banking experience in Cash Management. Any existing client facing roles are preferred
Working knowledge of IT systems and integration technology relating to electronic banking will be advantageous
Possessing knowledge in transaction banking products
Project Management Professional Certification preferred
Analytical and process skills, as well as the ability, to innovate and proactively manage customer needs and persistent follow-through
Articulate, good presentation and communication skills as well as strong influencing and negotiation skills to drive results

Icg-regional Implementation Manager Resume Examples & Samples

Act as the primary interface to onboard clients and implement deal mandates for Citi’s top-tier institutional clients
Manage multiple deals and implement deals with highest level of quality and professionalism
Ensure total client satisfaction: Implement client objectives within standard guidelines and timeframes while coordinating all internal and external project related activities
Be part of the deal team working closely with sales for client pitches. Support RFP preparation to incorporate implementation related content
Comply with all audit, regulatory and compliance directives
Implement Cash, and/or Cards products for Global Top tier names and multi-product clients
Attend and present at pre-win sales calls with the sales team when required
Responsible for overall delivery of the product to the client, including engaging and leading a project team of subject matter experts for documentation, file integration, system entitlements, etc. as required for each specific deal
Educate/ train clients on operational & service procedures as well as product capabilities
Provide client support ensuring client expectations are managed and client is satisfied during the implementation phase as well as ensuring smooth production turnover
Appropriately manage and resolve issues and escalations raised throughout the implementation via proper issue tracking and escalation channels
Education: Bachelors degree or equivalent experience, Masters degree a plus
5+ years of client management and/or project management experience preferred
Strong communication and influencing skills to manage virtual teams
Certified Project Management training / certification preferred

MYS Ctsm Kl-regional Implementation Manager Resume Examples & Samples

Manage multiple regional commercial cards implementations ranging in complexity from moderate to complex, numbering from approximately 10-20 depending on scope and complexity
Implement deals with highest level of quality and professionalism
Ensure total client satisfaction: Implement client objectives within standard guidelines and timeframes using standard project management templates and tools
Develop statement of work and project plan for the implementation, and obtain client sign-off on the same
Work closely with the client to keep both current throughout the implementation if any changes to scope or timelines
Schedule regular project meetings with the client’s project manager
Provide meeting agenda prior to each meeting, and send meeting minutes after each meeting
For global commercial cards deals originated from Asia, act as the primary interface to the client for the globe throughout the implementation lifecycle
As the Global Implementation Manager (GIM), coordinate with the regional implementation managers from NA, EMEA, and LATAM regions to ensure a coordinated implementation approach and experience for the client globally
For global commercial cards deals originated from regions outside of Asia, act as the primary interface to the client for Asia, and coordinate closely with the GIM from the deal originating region to ensure the Asia implementation is delivered consistent with the global scope and client expectations
Engage Technical Integration Manager (TIM) for the client’s Asia file feed requests, and work closely with the TIM to manage timelines, testing, and client expectations around the file feed deliverables
Engage country implementation managers to provide in-country implementation support
Provide clear guidance to the country implementation manager regarding project scope, client requirements, and project timelines for their respective countries
Provide regular implementation status updates to both internal and client project
Stakeholders, highlighting key areas of progress and any issues or risks
Track all project issues and risks, and engage key partners across the Citi franchise (i.e., Product, Operations, Service, Technology, Account Management, Relationship Management, etc.) to bring issues to resolution
Educate/train clients on operational & service procedures as well as product functionality and/or coordinate with country implementation resources to provide on-site client training

MYS Ctsm Kl-regional Implementation Manager Resume Examples & Samples

Education: Bachelor’s degree or equivalent experience, Master’s degree a plus
5 years of client management and/or project management experience
In-depth knowledge and experience with commercial cards and business processes preferred

MYS Ctsm Kl-regional Implementation Manager Resume Examples & Samples

Manage multiple Cash implementations ranging in complexity from simple to moderate, numbering approximately 30-40 depending on scope and complexity
Implement deals with highest level of quality and professionalism in a disciplined manner employing structured implementation methodologies throughout the implementation life cycle, ensuring effective project control and delivery to plan
Continuously reduce implementation cycle time, minimize deal slippage & associated revenue conversion lead time
Continuously initiate & drive process enhancements
Work closely with Regional Implementation Managers to provide status updates and flag issues/risks for any regional cash management implementations assigned to support
Coordinate with in-country team to provide on-site trainings
Engage Technical Integration Manager (TIM) for the client’s Asia file feed requests, and work closely with the TIM to manage timelines, testing, and client expectations around any file feed deliverables
Work closely with the client to keep Scope of Work and Project Plan current with the project mandate / charter throughout the implementation
Schedule meetings as required with the client’s project manager or key contact; Provide meeting agenda prior to each meeting, and send meeting minutes after each meeting with clear Action Items and Responsibilities
Track all project issues and risks, ensuring detailed & timely functional partner engagement leveraging defined tools effectively to engage key partners across the Citi franchise (i.e., Product, Operations, Client Experience, Technology, Account Management, Relationship Management, etc.) to resolve issues
Effective maintenance & communication of MIS and metrics; provide ongoing management updates on key projects
Accurately report project status, escalating effectively for “on hold” & slow moving deals
Ensure to implement client objectives within standard guidelines and timeframes using standard project management templates and tools
Provide regular implementation status updates to both internal and client project stakeholders, highlighting key areas of progress and any issues or risks
Ensure 100% effective MCA results
Ensure all audit requests and protocols are appropriately addressed in every deal implementation
Strict observance of Information Security standards while communicating to the client as well as internally
Ensure strict adherence to defined quality standards & practices outlined in “best practices” collateral
Consistently achieve “excellent” rating in scheduled quality reviews
Participate in staff forums & survey process
Complete all mandatory & personal development training as stipulated by controls officer & team lead
Result orientation – evidence of proactively driving projects to conclusion & consistently meeting deadlines
Highly organised with strong analytic, planning and process skills
Self-confident with good presentation and communication skills
Sound work ethic – willingness to take a “hands on” approach to ensure all elements of the solution are delivered as specified
Negotiation, decision making & problem solving skills
Manage high workload within a pressurized environment
Flexibility – ability to manage a varying workload (i.e., volume, complexity & composition) & willing to go beyond
Logically map the processes and internal relationships of the complex solutions / project components
Post graduate degree in Finance, Marketing or Administration
Certified Project Management Professional (PMP)
3 years of Project management background
Client facing background
Corporate treasury and cash management knowledge
Working knowledge of ERP, Communications protocols and Encryption methodology
Language proficiency
Mandarin is regarded as a significant advantage
Other Regional Languages are considered as a plus

Rohq-esc-regional Implementation Manager Resume Examples & Samples

5-7 years project management experience
PMP certification highly desired
Experience in managing medium to large global projects in matrix organizational structure
Highly proficient on MS Project and MS Office products
Facilitate meetings which must include agendas, meeting minutes and action items
Strong negotiation, communication (both written and verbal), and presentation skills
Able to articulate issues with functional teams and businesses verbally and in writing
Ability to multi-task and support multiple projects simultaneously and issue escalation capabilities
Proactive, needs to be results driven
Proven ability to work independently and in a multi-tasking environment
Very strong influencing and partnering skills
Team player with ability to handle strong personalities at all levels of the company
Achieve project milestones on time and within budget in a high-pressure environment
Strong analytical, problem solving and conflict resolution skills
Good understanding of systems development lifecycle methodology, with experience in Agile and Waterfall methods
Good understanding of systems testing and quality assurance methods and processes

Icg-regional Implementation Manager Resume Examples & Samples

Ensure total client satisfaction: implement client objectives within standard guidelines and timeframes while coordinating all internal and external project related activities
Responsible for overall delivery of the product to the client including engaging and leading a project team of subject matter experts for documentation, file integration, system entitlements, etc. as required for each specific deal
Educate/train clients on operational and service procedures, as well as product capabilities
Expert knowledge of MS Office products including MS Project
Certified Project Management training/certification

MYS Ctsm Kl-regional Implementation Manager Resume Examples & Samples

Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services
The client implementation project manager is responsible for coordinating delivery of regional and global treasury/cash management solutions to our top tier corporate, FI and public sector customers
They are fully accountable for end to end project execution, offer clients a single window into Citi for the duration of the implementation life cycle and are expected to apply structured implementation tools and techniques throughout (i.e., from pre-implementation scoping to post Implementation support phases)
The team manages a high volume of medium and low complexity projects; consequently the successful candidate will be required to manage multiple client implementations simultaneously therefore, organizational skills and the ability to work in a focused manner under pressure are important
The implementation specialist is expected to take complete ownership for solution delivery
This requires them to effectively navigate the organization and source appropriate global resources and subject matter expertise in order to execute to plan
Strong communication skills, independence, a results orientation and client focus are critical qualities
Continuously reduce implementation cycle time, minimize deal slippage and associated revenue conversion lead time
Continuously initiate and drive process enhancements
Work closely with the client to keep scope of work and project plan current with the project mandate/charter throughout the implementation
Schedule meetings as required with the client’s project manager or key contact; Provide meeting agenda prior to each meeting, and send meeting minutes after each meeting with clear action Items and responsibilities
Track all project issues and risks, ensuring detailed and timely functional partner engagement leveraging defined tools effectively to engage key partners across the Citi franchise (i.e., Product, Operations, Client experience, technology, account management, relationship management, etc.) to resolve issues
Effective maintenance and communication of MIS and metrics; provide ongoing management updates on key projects
Accurately report project status, escalating effectively for “on hold” and slow moving deals
Ensure strict adherence to defined quality standards and practices outlined in “best practices” collateral
Participate in staff forums and survey process
Complete all mandatory and personal development training as stipulated by controls officer and team lead
Highly-organized with strong analytic, planning and process skills
Negotiation, decision making and problem solving skills
Other regional languages are considered as a plus

MYS Ctsm KL Icg-regional Implementation Manager Resume Examples & Samples

Act as the primary interface to onboard clients and implement deal mandates for Citi’s top tier institutional clients
Be part of the deal team working closely with sales for client pitches; support RFP preparation to incorporate implementation related content
Take on additional projects and responsibilities including
Process improvement initiatives
Region-wide implementation SME for specific products
Implement Cash and/or Cards products for global top tier names and multi-product clients
Develop the scope of the implementation and project plan ensuring potential problems are identified and implementation is successfully completed
Continuously seek to identify opportunities for efficiency and control improvements in the process
Implement such improvements whenever possible
Act as implementation SME for assigned products, supporting efforts to develop and maintain implementation guides, train country IMs and new product functionality readiness activities
In-depth understanding of the core documentation requirements by product
Understanding of commercial cards desirable
Bachelor's degree or equivalent experience, Master's degree is a plus
5+ years of client management and/or project management experience is preferred
In-depth knowledge and experience with cash management products and business processes

MYS Ctsm Kl-regional Implementation Manager Resume Examples & Samples

Implement deals with highest level of quality and professionalism in a disciplined manner employing structured implementation methodologies throughout the implementation lifecycle, ensuring effective project control and delivery to plan
Engage Technical Integration Manager (TIM) for the client’s Asia file feed requests and work closely with the TIM to manage timelines, testing and client expectations around any file feed deliverables
Develop statement of work and project plan for the implementation and obtain client sign-off on the same
Schedule meetings as required with the client’s project manager or key contact; provide meeting agenda prior to each meeting and send meeting minutes after each meeting with clear action items and responsibilities
Track all project issues and risks, ensuring detailed and timely functional partner engagement leveraging defined tools effectively to engage key partners across the Citi franchise (i.e., product, operations, client experience, technology, account management, relationship management, etc.) to resolve issues
Strict observance of Information Security standards while communicating to the client, as well as internally
Result orientation – evidence of proactively driving projects to conclusion and consistently meeting deadlines
Highly organized with strong analytic, planning and process skills
Flexibility – ability to manage a varying workload (i.e., volume, complexity and composition) and willing to go beyond
Logically map the processes and internal relationships of the complex solutions/project components
3 years of Project Management background
Client-facing background
Working knowledge of ERP, communications protocols and encryption methodology

MYS Ctsm Kl-regional Implementation Manager Resume Examples & Samples

Result orientation–evidence of proactively driving projects to conclusion & consistently meeting deadlines
Manage high workload within a pressurised environment
Flexibility – ability to manage a varying workload (ie, volume, complexity & composition) & willing to go beyond

Icg-regional Implementation Manager Resume Examples & Samples

Manage multiple regional and/or global client implementations ranging in complexity from moderate to complex, numbering from approximately 10-20 depending on scope and complexity◦Implement deals with highest level of quality and professionalism
Ensure total client satisfaction: Implement client objectives within standard guidelines and timeframes
Act as the primary interface to client, while coordinating all internal and external project related activities
Support Sales and Account Management teams with sales presentations for large pitches
Support RFP preparation: i.e. custom project plans, self-bios, addressing of non-standard implementation related queries
Region-wide Implementation SME for specific products
Understanding of Cash Management and Trade Products preferable
Implement Cash, and/or Trade products for Global Top tier names and multi-product clients
Educate/ train clients on operational and service procedures as well as product capabilities
Act as implementation SME for assigned products, supporting efforts to develop and maintain implementation guides, train country IMs, and new product functionality readiness activities
3-5 years of client management and/or project management experience preferred
In-depth knowledge and experience with commercial cards and/or cash products and business processes
Strong influencing skills to manage virtual teams
Certified Project Management training/certification preferred

MYS Ctsm Kl-anti-money Laundering Tmst Regional Implementation Manager Resume Examples & Samples

Required: Strong performance record with a history of increased responsibility, and task/project delivery
Required: Computer Literacy
Preferred: Experience in managing a team

Regional Implementation Manager Resume Examples & Samples

Manage a portfolio of regional/ cross regional implementation projects involving multiple countries in Latam, acting as the Project Manager and being the central focal point of the implementation from both a customer’ and bank’s perspective. This includes all typical roles and responsibilities of a project manager: produce and monitor the project statement of work, project plan, plan for required resources and control their application to the project, communicate periodically project progress and deviations to key stake holders, and collaborate with customer to manage change
Manage customer expectations from a solution and time perspective and promptly communicate and escalate when necessary any issues and/or delays, as well as any other client sensitive matters that could impact the bank from an implementation or customer relationship perspective
Lead regional initiatives related to process improvements, internal information systems implementations, reporting and controls. Represent Latam on such global initiatives. This requires close interaction with Latam Implementations Head, Senior managers from other areas, global senior managers and other regions
Act as Implementations subject matter expert for technically sophisticated products such as Supply Chain Finance, Citidirect, CCF and CCS
Makes recommendations for process and solution enhancements to more efficiently meet the needs of the business, or to identify sales referral potentials
Support sales during RFP responses on implementation selling, and work with Delivery Systems product on solution design
Participate in Implementation of new initiatives and shares best practices
Technology
Creativity to problem solving
Good interpersonal relations
Skilled to work with technology tools
Leadership and empowerment
Full bilingual
Strong Project Management knowledge (PMP certified a plus)
TTS Cash Product knowledge a plus

Icg-regional Implementation Manager Client Experience Transformation Project Owner Resume Examples & Samples

Strong business knowledge to be able to successfully communicate with the client and other internal parties
In-depth understanding of the core documentation requirements by product
Understanding of Cash Management and Trade Products preferable
Education: Bachelors degree or equivalent experience, Masters degree a plus
3-5 years of client management and/or project management experience preferred
In-depth knowledge and experience with commercial cards and/or cash products and business processes
Strong influencing skills to manage virtual teams
Expert knowledge of MS Office products, including MS Project
Certified Project Management training / certification preferred
A technical background and a strong understanding of human and system interfacing, interaction and design are also highly desirable

Regional Implementation Manager Resume Examples & Samples

Lead all regional project management activities and assume responsibility of the regional implementation including the strategic and conceptual work
Initiate and guide engagement with regional BASF Business Units and Strategic Customers in alignment with Global BASF 4.0 Horizontal Integration Core Team Lead
Manage regional stakeholders and actively promote Horizontal Integration with the business and customers
Manage and coordinate multiple functional implementation teams (incl. Scrum teams) within the region (incl. regional roll-out planning like e.g. plant and customer roll-outs)
Identify business requirements across the region and elevate to Global Product Owner
Participate in global core team activities and act as representative of Horizontal Integration from the region
Lead cross functional and regional project communication both internally and externally
Take charge of project progress, performance, cost and benefit tracking in the region supported by the Global PMO

MY Ctsm Kl-regional Implementation Manager Resume Examples & Samples

Education: Bachelors degree or equivalent
3 years of client management and/or project management experience
Prior experience in implementation of commercial cards or cash management products a plus
Expert knowledge of MS Office products, including MS Project
Certified Project Management training/ certification preferred

Regional Implementation Manager Resume Examples & Samples

Lead implementation activities covering each securities and funds services onboarding/transitions. Identify roles and responsibilities of key parties in each project, ensure all parties are accountable for their tasks and progress as planned. Escalate outstanding issues in a timely manner
Manage onboarding of simple to complex transitions that span from account opening in various market to custody to fund accounting implementation across different products
Solid work experience of a minimum of 5 years in a securities operations/client service/implementations role
Demonstrated exposure across wider range of the product lines aside from Custody such as fund accounting, transfer agency, security lending, collateral management etc would be preferred
Demonstrated success in relationship management in dealings with senior management and managing customer relations
Good business judgment, knowing when to escalate, who to keep informed to identify appropriate next steps/resolution
Methodical with excellent oral and written communication skills, on top of good documentation and project prioritization acumen

MYS Ctsm Regional Implementation Manager for Cash Resume Examples & Samples

Manage multiple regional and/or global client implementations ranging in complexity from moderate to complex, numbering from approximately 10-20 depending on scope and complexity
Implement deals with highest level of quality and professionalism
Ensure total client satisfaction: Implement client objectives within standard guidelines and timeframes
Act as the primary interface to client, while coordinating all internal and external project related activities
Support Sales and Account Management teams with sales presentations for large pitches
Support RFP preparation: i.e. custom project plans, self-bios, addressing of non-standard implementation related queries
Comply with all audit, regulatory and compliance directives
Take on additional projects and responsibilities beyond BAU implementations, including
Process improvement initiatives
Region-wide Implementation SME for specific products
Other business critical initiatives
Implement Cash, and/or Trade products for Global Top tier names and multi-product clients
Attend and present at pre-win sales calls with the sales team when required
Responsible for overall delivery of the product to the client, including engaging and leading a project team of subject matter experts for documentation, file integration, system entitlements, etc. as required for each specific deal
Develop the scope of the implementation and project plan ensuring potential problems are identified and implementation is successfully completed
Educate/ train clients on operational & service procedures as well as product capabilities
Provide client support ensuring client expectations are managed and client is satisfied during the implementation phase as well as ensuring smooth production turnover
Appropriately manage and resolve issues and escalations raised throughout the implementation via proper issue tracking and escalation channels
Continuously seek to identify opportunities for efficiency and control improvements in the process
Implement such improvements whenever possible
Act as implementation SME for assigned products, supporting efforts to develop and maintain implementation guides, train country IMs, and new product functionality readiness activities
In-depth understanding of the core documentation requirements by product
Understanding of Cash Management and Trade Products preferable
3-5 years of client management and/or project management experience preferred
In-depth knowledge and experience with cash products and business processes
Strong influencing skills to manage virtual teams
Expert knowledge of MS Office products, including MS Project
Certified Project Management training/certification preferred

MY Ctsm Kl-regional Implementation Manager Resume Examples & Samples

In-depth understanding of the core documentation requirements to implement a commercial cards program
Understanding of and interest in commercial cards product is desirable
7 years of client management and/or project management experience

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