Cash Management Implementation Specialist – Vice President

Role Overview

• Manage end to end onboarding for cash management and treasury products, including documentation, digital user access, and product activation
• Conduct discovery sessions to assess client payment workflows, integration requirements, file specifications, and reporting needs
• Develop implementation plans ensuring all milestones, dependencies, and client responsibilities are clearly defined
• Execute configuration of services such as ACH, wires, lockbox, RDC, positive pay, liquidity structures, and digital banking platforms
• Collection and validation of client documentation and product setup forms
• Lead mid
• to high-complexity client implementations with structured project plans, timelines, and status reporting
• Partner closely with operations, technology, product management, compliance, service, and relationship teams to ensure timely and accurate delivery
• Identify risks, manage escalations, and drive proactive resolution
• Coordinate technical onboarding activities including connectivity testing, file mapping, and UAT
• Serve as the primary client contact throughout the onboarding lifecycle, ensuring exceptional transparency and communication
• Deliver training on digital platforms, payment initiation systems, reporting tools, and fraud mitigation solutions
• Provide guidance and best practices to clients transitioning from legacy banking systems
• Ensure onboarding activities adhere to regulatory, operational, and risk management standards
• Identify opportunities to streamline onboarding, reduce cycle times, and improve digital adoption
• Contribute to documentation improvements, playbooks, and standardized templates
• Maintain up to date knowledge of treasury products, industry changes, and platform enhancements

Requirements

• 5–7 years of experience in cash management, treasury onboarding, implementation, or corporate banking
• Strong understanding of cash management products such as ACH, wires, lockbox, liquidity solutions, RTP, fraud mitigation tools, and digital banking platforms
• Demonstrated ability to lead implementations and manage multiple projects simultaneously.
• Experience with technical integrations (ERP / API connectivity, host-to-host, file formats such as BAI2, CSV, ISO20022) is preferred
• Familiarity with compliance, KYC, AML, and operational control environments
• Excellent client-facing and communication skills with the ability to explain complex processes clearly
• Strong organizational skills, attention to detail, and ability to work in a fast-paced environment
• Proficiency with project management tools (Smartsheet, JIRA, MS Project) is a plus
• Japanese language is preferred, but not required.

Tech Stack

• ERP

Benefits

• Competitive portfolio of benefits