implementation specialist

DL&Associates, LLC

<p>DL &amp; Associates, LLC is looking for a QuickBooks Implementation Specialist for its business expansion. The ideal candidate must be highly motivated and enthusiastic in accounting software application use and willing to learn new technology and applications.</p><p>Responsibilities:</p><ul><li>Remote/onsite support to QuickBooks accounting system.</li><li>On-boarding ERP accounting systems to QuickBooks including data conversion, etc.</li><li>Consult and advise customers with QuickBooks, bookkeeping questions, or issues</li><li>Provide QuickBooks go-live and post-go-live support including balance sheet, P&amp;L, inventory adjustment, etc.</li><li>Train users on the use of QuickBooks and configure QuickBooks software to the customer&rsquo;s specifications.</li></ul><p>Qualification and Requirements:</p><ul><li>Certified QuickBooks Online Advanced or QuickBooks Desktop Proadvisor preferred.</li><li>Bachelor&rsquo;s or Associate's degree.</li><li>One year of Bookkeeping/Accounting experience is preferred.</li><li>With a business degree school or account background is strongly preferred</li><li>Team player</li><li>Time management, multi-tasking, and adapting to priority changes is a must</li><li>Must be willing to occasionally work after business hours or weekends for support</li><li>Must be a fast, self-motivated learner and problem solver</li><li>Must be proficient in QuickBooks, Microsoft Excel, Word, and PowerPoint</li><li>Must have good communication skills both verbal and written.</li><li>Must pass a drug screening test and criminal background check.</li></ul><p>This position is neither a bookkeeping role nor an IT support role</p><p>Pay: $42,000.00 - $45,000.00 per year</p><p>Benefits:</p><ul><li>Health insurance</li><li>Paid time off</li></ul><p>Work Location: In person</p>

QuickBooks Implementation Specialist

Access Systems

<div><p>Job Type: Full-Time<br>
Job Location: Cedar Rapids Territory<br>
Hours: Monday&ndash;Friday, 8am&ndash;5pm</p>
<p>
Access Systems is hiring an IT Network Implementation Specialist to join our team. In this role, you'll work directly with business clients to implement and support IT systems, networks, and software solutions. You'll be hands-on with a wide variety of client-facing projects&mdash;earn up to $65k/year based on experience.</p>
<p></p>
<p><b>What You'll Be Doing</b><b>:</b></p>
<div>
<ul><li>Install, configure, and implement servers, workstations, network devices, and software applications.</li>
<li>Assist with project design and manage installations.</li>
<li>Troubleshoot and support client environments both onsite and remotely, escalating advanced issues when needed.</li>
<li>Collaborate with fellow team members to ensure smooth and efficient completion of client work.</li>
<li>Create and maintain documentation for systems and network configurations.</li>
</ul>
</div><p><b>What We're Looking For in an IT Network Implementation Specialist:</b></p>
<div>
<ul><li>Associate degree and 1-2 years of related experience or equivalent combination.</li>
<li>Experience with standard software and hardware, including MS Office, Windows Server Operating systems, and common network devices.</li>
<li>Strong dedication to customer service and excellent communication skills to build and maintain relationships with customers while being proactive.</li>
<li>Familiarity with support and troubleshooting complex server/network environments.</li>
<li>Valid drivers license with a clean driving record.</li>
</ul>
</div><p><b>Join Our Team and Enjoy:</b></p>
<ul>
<li>Company car, laptop, tools, and a phone allowance.</li>
<li>Hands-on custom-tailored training with the opportunity to shadow our current technicians.</li>
<li>Full benefits package, including Medical, Dental, and Vision Insurance.</li>
<li>Matching 401(k) Retirement Savings Plan.</li>
<li>Continuous Training Opportunities and Career Advancement.</li>
<li>Company Events, Team Events, Holiday Banquets, and Incentive Trips.</li></ul><br>
<p></p>
<p>
</p><div><p>At Access, we prioritize what matters most to your career: stability, a fast-paced environment, constant learning, and a driven team focused on success. As a consistent Top Workplace with an employee-centric culture, we genuinely care about our people and provide transparent leadership with a growth-oriented vision. Join our Midwest-based company, founded in 1986, which has evolved into one of the largest independent technology dealers, offering the resources and rewards of a larger organization while maintaining the close-knit feel of a smaller company. Our culture fosters a perfect blend of ambition and playfulness, empowering our team members to achieve personal and professional growth while enjoying the journey. With competitive salaries, comprehensive benefits, a matching 401K retirement savings plan, continuous training opportunities, and clear paths for career advancement, Access Systems is the right fit for your career aspirations.</p></div></div>

IT Network Implementation Specialist

Cadwell

<div><div><p><b>Position Summary:</b><br>
<br>
The PSG Field Implementation Specialist is responsible for consistently delivering regulatory compliant, high-quality product installation, set-up, technical configurations and customer training, for their assigned customer product deployments primarily within the assigned geographical territory. Specifically, this role is responsible for working within Cadwell's Technical Installation team, to ensure that all Cadwell supplied products (both software and hardware) are unpacked, assembled, interconnected, deployed, pre-configured, tested, and ready for use. Currently, this role is also responsible for training their customers in the usage of the installed hardware and software. Customer Satisfaction scores, post 'go-live' call volumes, and sustainable fiscal metrics are key success indicators in this role.</p><br>
<b>
Key Responsibilities:</b></div>
<div><ul><li>Understand the changes in upcoming releases of Cadwell software and ensure you are prepared to work with those releases.</li>
<li>Work with Cadwell's Manager, Technical Implementation to develop strategies that constantly improve customer 'go-live' experiences, and Installation Team efficiency.</li>
<li>Use Technical Installation Team's Key Performance Indicators (KPI's) to constantly reappraise personal performance.</li>
<li>Work within the Technical Installation Team to deliver all Technical Installation elements in each assigned product deployment. Typical requirements being to:</li>
</ul></div><div>Work with Customer Implementation Team colleagues to ensure appropriate Technical Installation expectations established during the sales process.</div>
<div><br>
Verify that all appropriate Technical Installation deliverables, and timelines, are documented in a detailed Scope of Work to be signed by both parties prior to the point-of-sale and upon successful fulfillment.</div>
<div><br>
Coordinate with Customer Implementation Team colleagues to create an Implementation Plan fulfilling all Technical Installation requirements for each 'go-live'.</div>
<div><br>
Fulfill all Technical Installation deliverables in each 'go-live' plan including onsite installation.</div>
<div><br>
Currently, provides customer training when an Implementation does not include a dedicated training resource.</div>
<div><br>
Document and escalate any technical installation issues to the Manager, Implementation Planning, as necessary.</div>
<div><br>
Preclude subsequent escalations by recommending appropriate updates to Implementation Team Procedures and Product Installation instructions.</div>
<div><ul><li>Assist with the specification of Technical Installation requirements for product enhancements and new product designs.</li>
<li>Escalate any issues of concern to Manager, Technical Installation in a timely manner.</li>
<li>Participate in all Technical Implementation Team Meetings, collaborating with colleagues to maximize team efficiency.</li>
<li>Provide assistance with clinical configuration and training when appropriate.</li>
<li>Other duties as assigned.</li>
</ul></div><div><b>Job Knowledge / Requirements:</b></div>
<div><ul><li>Exemplary listening, communication and collaboration skills, with an established ability to work cross-functionally.</li>
<li>Excellent problem-solving and decision-making skills, with a focus on customer satisfaction and efficiency.</li>
<li>Expertise in technical installations, troubleshooting, root-cause identification, corrective and preventive process improvement.</li>
</ul></div><div><b>Education / Experience:</b></div>
<div><ul><li>Combination of 4+ years of related experience and education in IT or biomedical engineering and/or PSG clinical neurodiagnostic disciplines.</li>
<li>Approximately 3+ years of experience working with teams in a regulated environment (ISO, FDA, MDR, etc.) is preferred.</li>
<li>Experience with medical devices, healthcare technology, or complex equipment installations is preferred.</li>
<li>Registered Polysomnographic Technologist (RPSGT) registrations and certifications commensurate with assigned modalities are preferred.</li>
<li>Previous experience with installation management applications, CRM systems, and analytics tools is preferred.</li>
</ul></div><div><b>Physical Requirements:</b></div>
<div><ul><li>Ability and willingness to travel up to 80% of the time.</li>
<li>Residence near an airport that serves the assigned territory.</li>
<li>Ability to lift and transport equipment up to 50 pounds and to accommodate frequent standing, walking, bending and use of hand tools.</li>
<li>Valid driver's license and ability to obtain required travel documentation.</li>
<li>This position requires on-site visitation at medical facilities. As such, the candidate must be able to meet credentialing company and medical facility requirements.</li>
<li>Work outside of regular business hours may be required to meet business needs.</li>
</ul></div><div><i>Cadwell Industries, Inc. is an Equal Opportunity Employer, and as such affirms the right of every person to participate in all aspects of employment without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic. If you are interested in applying for employment and need special assistance or an accommodation to apply for a posted position, contact our Human Resources Department at careers@cadwell.com.</i></div></div><div></div>

PSG Field Implementation Specialist

Rippling

<div><p><b>About Rippling</b></p><p></p><p><br>
Rippling gives businesses one place to run HR, IT, and Finance. It brings together all of the workforce systems that are normally scattered across a company, like payroll, expenses, benefits, and computers. For the first time ever, you can manage and automate every part of the employee lifecycle in a single system.</p><p></p><p><br>
Take onboarding, for example. With Rippling, you can hire a new employee anywhere in the world and set up their payroll, corporate card, computer, benefits, and even third-party apps like Slack and Microsoft 365&mdash;all within 90 seconds.</p><p></p><p><br>
Based in San Francisco, CA, Rippling has raised $1.2B from the world&rsquo;s top investors&mdash;including Kleiner Perkins, Founders Fund, Sequoia, Greenoaks, and Bedrock&mdash;and was named one of America's best startup employers by Forbes.</p><p></p><p><b><br>
About the role</b></p><p>
Rippling&rsquo;s Professional Services team is responsible for ensuring customers see incredible business transformations by maximizing the value of our core Platform- including custom workflows, advanced reports/analytics, permission profiles, and approvals.</p><p>
Professional Services engagements are consultative and customized based on the customers&rsquo; unique needs/pain points.</p><p>
The ideal candidate is a customer advocate, product advocate, and natural problem solver. <i>This role specifically, is technical. A candidate who is strong in Excel/ SQL and is curious about technology and platforms will succeed.</i></p><h3 class="jobSectionHeader"><b>
What you will do</b></h3><ul><li>
Ensure our customers are set up for success with our core platform:</li><li><div><ul><li>
Discover our customers' business needs and priorities</li><li>
Solution customer&rsquo;s business needs/priorities via workflows, reports, permissions and approvals</li><li>
Build custom workflows, formula fields (requires you to build queries in RQL), advanced reports, permission profiles, and approvals</li><li>
Train customers on the core platform</li></ul></div></li><li>
Deliver to key KPI&rsquo;s: project completions, CSAT, and adoption/exit gate adherence</li><li>
Work cross-functionally with CX, product, and marketing to maximize product adoption.</li><li><div><ul><li>
Design and document new use cases for our platform.</li><li>
Train our internal and external teams through webinars</li><li>
Contribute to our knowledge base and serve as a subject matter expert on the Platform</li></ul></div></li><li>
Actively contribute to the development of new Platform features</li><li><div><ul><li>
Coordinate with product and engineering teams to support new use cases.</li><li>
Assist with user testing and beta programs for new features.</li></ul></div></li></ul><h3 class="jobSectionHeader"><b>
What you will need</b></h3><ul><li>
2+ years of SaaS experience in professional services, implementation, or customer success</li><li><div><ul><li>
An ability to build relationships with customers</li><li>
An ability to manage a book of business and control the customer&rsquo;s implementation experience</li><li>
A curiosity for product/technology</li></ul></div></li><li><i>
Strong preference</i></li><li><div><ul><li><i>
Experience writing your own SQL queries</i></li><li><i>
Prior experience working at an HR/IT SaaS company</i></li></ul></div></li><li>
Ruthless prioritization and time management</li><li>
Strong attention to detail and ability to solve complex, interdependent problems</li><li>
Boundless energy to help other teams and your customers...all with a &ldquo;can-do&rdquo; attitude!</li><li>
Flexible to scaling and changing organizations and responsibilities</li><li>
Experience working with product and engineering teams to build and launch new products or features</li></ul><p><b>
Additional Information</b></p><p>
Rippling is an equal opportunity employer. We are committed to building a diverse and inclusive workforce and do not discriminate based on race, religion, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other legally protected characteristics, Rippling is committed to providing reasonable accommodations for candidates with disabilities who need assistance during the hiring process. To request a reasonable accommodation, please email accomodations@rippling.com</p><p>
Rippling highly values having employees working in-office to foster a collaborative work environment and company culture. For office-based employees (employees who live within a 40 mile radius of a Rippling office), Rippling considers working in the office, at least three days a week under current policy, to be an essential function of the employee's role.</p><p>
This role will receive a competitive salary + benefits + equity. The salary for US-based employees will be aligned with one of the ranges below based on location; see which tier applies to your location here.</p><p>
A variety of factors are considered when determining someone&rsquo;s compensation&ndash;including a candidate&rsquo;s professional background, experience, and location. Final offer amounts may vary from the amounts listed below.</p><p></p><p><br>
#li-remote</p><b><br>
The pay range for this role is:</b><br>
56,700 - 89,775 USD per year(US Tier 2)<br>
53,550 - 84,787 USD per year(US Tier 3)</div>

Implementation Specialist, Platform

<div><p>ADP is hiring <b>Implementation Specialists</b> for client onboarding. This is a hybrid position working 3 days in the office and 2 days at home each week.</p>
<ul><li><i>Are you looking to grow your career in an agile, dynamic environment with plenty of opportunities to progress?</i></li>
<li><i>Do you want to continuously learn through ongoing training, development, and mentorship opportunities?</i></li>
<li><i>Are you looking to be yourself in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights?</i></li>
</ul><p>If so, this may be an opportunity for you. Read on and decide for yourself.</p>
<p>As a Client Onboarding Specialist, you will provide the first interaction between small business clients and ADP's industry-leading payroll and HR solutions after sale. Building strong relationships with clients and seamlessly implementing ADP's technologies, you will ensure your clients are set up for long-term success with ADP. Even more, you'll make an immediate impact once ADP's services are delivered on the day-to-day lives of your clients' employees - from paychecks to health benefits and beyond.</p>
<p>You will spend most of your day answering calls from the queue and following up on open items to ensure your clients' needs are met and that they are comfortable using our products and services. Still, every day will be different because you will meet new clients daily, within different geographies and industries, and the solutions you provide each client will differ based on their unique needs. This will keep things interesting, and our top-ranked training will help to set you up for success!</p>
<p>To thrive in this role, you must be comfortable working in a metrics-driven call center environment as part of a structured day. You have a way with clients that builds rapport, establishes trust, and shines with professionalism. Over the phone and in writing, your communication style is clear and easy for our clients to understand and take action on. As a result, your client satisfaction scores make you proud. Pace should not scare you. We also have a healthy dose of fun. Not only can you find a career here but friendships that last in a company that values inclusion.</p>
<p><b>WHAT YOU'LL DO: </b><i>Responsibilities</i>
</p><p><b>What you can expect on a typical day:</b></p>
<ul><li><b>Onboard Clients.</b> You'll create exceptional onboarding experiences for each product or service implementation. Through your expertise and relationship-building, you'll help clients develop the skills and confidence to use our products with ease.</li>
<li><b>Implement ADP Technologies. </b>You will analyze existing systems, interface requirements, and business processes. You will incorporate new processes, tools, and approaches when recommending and implementing the ADP solution.</li>
<li><b>Partner Internally. </b>You will interact/collaborate with ADP associates in sales and customer service. You will exchange routine information with members of the client project team, including priorities, timeliness, and issues as they arise.
</li><li><b>Multi-Task &amp; Communicate. </b>You will work on multiple time-sensitive follow-ups / projects at the same time. You will share essential information with clients and internal teams.</li>
<li>You adhere to a daily schedule and organize yourself to deal with a high volume of inbound calls. Daily phone time may increase during peak seasons, like at the close of the year.</li>
</ul><p><b>TO SUCCEED IN THIS ROLE</b><b>:</b> <i>Required Qualifications</i></p>
<ul><li>Prior experience is not required; we will train you to be successful!</li>
<li>You can work overtime hours during peak seasons</li>
<li>Bilingual in English and Spanish is a plus!</li>
</ul><p></p><div><p><b>YOU'LL ALSO LOVE WORKING HERE BECAUSE YOU CAN:</b></p>
<ul><li><b>Belong </b>by joining one of nine Business Resource Groups to connect globally with networks and allies who share common interests and experiences.</li>
<li><b>Be your healthiest.</b>Best-in-class benefits start on Day 1 because healthy associates are happy ones.
</li><li><b>Focus on your mental health and well-being.</b>We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.
</li><li><b>Join a company committed to giving back </b>and generating a lasting, positive impactupon the communities in which we work and live.
</li><li><b>Get paid to pay it forward.</b>Company-paid time off for volunteering for causes you care about.</li>
</ul><p>What are you waiting for? <b>Apply now!</b></p>
<p>#LI-Hybrid</p>
<p>$17.50 / hour</p>
</div><p></p><p><b>A little about ADP:</b> We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition.</p>
<p><b>Diversity, Equity, Inclusion &amp; Equal Employment Opportunity at ADP:</b> ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP&rsquo;s operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.</p>
<p><b>Ethics at ADP:</b> ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADP&rsquo;s culture and our full set of values.</p></div>

Implementation Specialist I / Client Onboarding

<p></p><div><p><b>Who We Are:</b></p><p></p><p>
It's pretty exciting, to find yourself standing in a pivotal moment in time. It&rsquo;s even more exciting to be out front leading it. At QTS, our world-class data centers are supporting our customers most strategic growth initiatives, positioning us at the forefront of today&rsquo;s dynamic digital transformation.</p><p></p><p>
As AI and cloud drive the demand for increased speed, capacity and capability, QTS has emerged as the global digital infrastructure leader, committed to connecting the world for good. Driven by purpose and fueled by a spirit of innovation, QTS designs, builds and operates some of the world&rsquo;s most advanced, forward-thinking data centers. QTS is a portfolio company of Blackstone.</p><p></p><p>
QTS is <b>Powered by People</b>. People who play a vital role in our company&rsquo;s culture, innovation and growth. People who are committed to contributing to the communities where we operate and work. People who are knowledgeable, resourceful and mission driven. Together, we do great things.</p><p></p><p><b>
Who You Are:</b></p><p></p><p>
The Legal Technology and AI Specialist will support the development, implementation and optimization of legal technology and AI-enabled solutions across the Legal team. This role partners with each Legal division, IT, and business stakeholders to improve workflows, increase efficiency, and scale legal service delivery.<br>
<br>
This position operates as an individual contributor within a defined career band and contributes to business outcomes through process improvement, solution delivery, technology enablement, and successful AI adoption and implementation. Success will be measured by increased adoption of legal technology and AI solutions, effective implementation of AI-enabled capabilities, improved cycle times, and quantifiable gains in operational efficiency and overall effectiveness.</p><p></p><p>
The Legal Technology and Data Specialist will support the development, implementation and optimization of legal technology and AI-enabled solutions across the Legal team. This role partners with each Legal division, IT, and business stakeholders to improve workflows, increase efficiency, and scale legal service delivery.</p><p></p><p><b>
What You Will Do:</b></p><ul><li><p>
Support implementation, configuration, and ongoing optimization of legal technology platforms and AI tools, including Microsoft 365 Copilot and Copilot Studio.</p></li><li><p>
Develop and maintain AI-enabled workflows and Copilot agents in alignment with governance and security standards</p></li><li><p>
Translate business needs into requirements, process flows, and scalable solutions</p></li><li><p>
Identify and execute process improvements to enhance efficiency, quality, and consistency across legal operations</p></li><li><p>
Partner with cross-functional teams (Legal, IT, vendors) to support design, testing (UAT), deployment, and stabilization of solutions</p></li><li><p>
Support responsible AI practices, including data handling, access controls, and risk mitigation</p></li><li><p>
Develop and deliver training, playbooks, and enablement resources to support adoption and effective use of tools</p></li><li><p>
Track and report on adoption, usage, and performance metrics; recommend continuous improvements</p></li><li><p>
Evaluate emerging technologies and contribute to tool selection and implementation decisions</p></li></ul><p></p><p><b>
What You Will Need to be Successful:</b></p><ul><li>
Bachelor&rsquo;s degree in information systems, computer science, business, or related field, or equivalent experience</li><li>
Experience supporting or implementing business applications in a professional, legal, or regulated environment</li><li>
Ability to translate business processes into workflows, requirements, and technical documentation</li><li>
Technical understanding of generative AI architectures, prompt engineering, and enterprise use cases.</li><li>
Working knowledge of generative AI concepts and practical applications</li><li>
Experience supporting solutions across the full project management lifecycle (planning, testing, implementation, rollout, support)</li><li>
Experience with Microsoft 365 Copilot and/or Copilot Studio</li><li>
Experience with Microsoft Power Platform (e.g., Power Automate, Power Apps)</li><li>
Experience with Claude</li><li>
Experience applying AI to automate workflows and drive process improvements</li></ul><p></p><p><b>
Nice to Have:</b></p><ul><li>
Exposure to legal technology tools and supporting legal teams</li><li>
Basic understanding of automation, scripting, or system integrations</li></ul><p></p><p><b>
The Perks (and these are just a few!):</b></p><ul><li>
QRest Sabbatical
</li><li>Employee Stock Purchase</li><li>
QTS scholarship for dependents</li><li>
Eagle Club award trip eligibility</li><li>
Paid volunteer days</li><li>
Tuition assistance, parental leave and military leave assistance</li></ul><p></p><p><b>
Total Rewards</b></p><p></p><p>
This role is also eligible for a competitive beneﬁts package that includes: medical, dental, vision, life, and disability insurance; 401(k) retirement plan; ﬂexible spending and HSA accounts; paid holidays; paid time off; paid volunteer days; employee assistance program; tuition assistance; parental leave; military leave assistance; QTS scholarship for dependents; wellness program, and other company beneﬁts.</p><p></p><p>
This position is Bonus eligible.</p><p></p><p>
We conform to all the laws, statutes, and regulations concerning equal employment opportunities and affirmative action. We strongly encourage women, minorities, individuals with disabilities and veterans to apply to all of our job openings. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, Genetic Information &amp; Testing, Family &amp; Medical Leave, protected veteran status, or any other characteristic protected by law. We prohibit retaliation against individuals who bring forth any complaint, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any complaint or discrimination claim.</p><p></p><p>
The &quot;Know Your Rights&quot; Poster is included here:</p><p>
Know Your Rights (English)</p><p>
Know Your Rights (Spanish)</p><p></p><p><br>
</p><p></p><p>QTS is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to talentacquisition@qtsdatacenters.com and let us know the nature of your request and your contact information.</p></div>

Legal Operations Specialist, Technology and AI

CPI Card Group

<div>Overview:
<div>
We are seeking a technical Onboarding Specialist to assist in the implementation of push provisioning, enabling cardholders to instantly provision new payment credentials into mobile wallets (Apple Pay, Google Pay, etc.). This role bridges the gap between the mobile application, card processor, and digital wallet token service providers (TSPs).</div><div></div><div><br>
This position requires a highly motivated self-starter who operates with accuracy and accountability in a fast-paced fintech environment. The ideal candidate is comfortable working across multiple internal and external partners and clients, can interpret semi-technical documentation, and is capable of following detailed written and verbal instructions while maintaining a strong focus on continuous process improvement.</div>
Responsibilities:
<div><b>
Technical Onboarding:</b><br>
Guide the setup and configuration of push provisioning integrations for new and existing clients, ensuring accurate implementation and swift product adoption. Review technical documentation and validate configuration requirements across mobile applications, processors, and wallet providers.</div><div><b><br>
Cross-Functional Collaboration:</b><br>
Work closely with internal teams (engineering, product, client success) and external partners (issuers, processors, TSPs, mobile app providers) as necessary to coordinate onboarding activities and ensure alignment across all stakeholders.</div><div><b><br>
Operational Execution &amp; System Navigation:</b><br>
Accurately enter, validate, and manage onboarding data across a variety of internal and external systems. Navigate multiple platforms simultaneously while maintaining strict attention to detail and data integrity.</div><div><b><br>
Process Optimization:</b><br>
Analyze onboarding workflows and recommend modifications to support continuous process improvement, scalability, and risk reduction. Document procedures and contribute to maintaining clear and organized knowledge resources (e.g., Confluence).</div><div><b><br>
Client Support &amp; Documentation Review:</b><br>
Read and interpret semi-technical documentation including implementation guides, and configuration requirements. Support clients by ensuring accurate and timely configuration of multiple systems. Support client needs and requests after project completion.</div>
Qualifications:
<div><b>
Operational Discipline &amp; Accountability:</b><br>
Demonstrated ability to work independently as a self-starter, manage multiple onboarding efforts concurrently, and deliver accurate results with a high level of accountability.</div><div><b><br>
Systems &amp; Tools Proficiency:</b><br>
Experience with Microsoft Office products (Excel, Word, PowerPoint, Outlook), Smartsheet, and Confluence. Ability to navigate and operate within multiple internal and external systems efficiently.</div><div><b><br>
Communication:</b><br>
Strong written and verbal communication skills with the ability to clearly convey operational processes and requirements to both technical and non-technical stakeholders. Comfortable interpreting and following structured operational documentation and instructions, while thinking critically and adjusting in real time when situations require flexibility or clarification.</div><div></div><div><b><br>
Physical Demands:</b></div><div>
This position is primarily sedentary and requires extended periods of sitting and working at a computer. The role frequently involves viewing computer screens, reading detailed documentation, and entering data, which may require repetitive hand and finger movements and occasional eyestrain. The employee may occasionally stand, walk, bend, or lift office materials weighing up to 10 pounds. Limited travel may be required based on business or client needs.</div><div></div><div><br>
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</div><p></p><div><div><b>
Company Overview:</b></div><div>
CPI Card Group&reg; is a payment technology company and leading provider of credit, debit and prepaid solutions delivered physically, digitally and on-demand. CPI helps our customers foster connections and build their brands through innovative and reliable solutions, including financial payment cards, personalization and fulfillment, and Software-as-a-Service (SaaS) instant issuance. Learn more at www.cpicardgroup.com.</div><div></div><div><b><br>
Benefits:</b><br>
Competitive pay rates and an inclusive, empowering and rewarding culture.<br>
Solid benefits package including Medical, Dental, Vision, Long Term Disability, Short Term Disability, Life Insurance, Accident Insurance, Critical Illness Insurance, FSA, HSA, Vacation and Holiday Pay, Tuition Reimbursement and 401(k) with a competitive company match percentage.</div><div></div><div><br>
CPI is an Equal Opportunity Employer, including disability/vets. A complete background including drug screen is contingent upon hire.</div></div></div><div></div>

Digital Onboarding Specialist

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