Implementation Specialist

Job description

Alkami is the digital sales and service platform provider for U.S. banks and credit unions. Our unified Platform integrates onboarding, digital banking, and data and marketing—each solution can stand alone, but together they deliver more—to help institutions onboard, engage, and grow relationships. As the future shifts toward Anticipatory Banking, we help data-informed bankers meet the moment with technology that drives action. Founded in 2009, we continue to be recognized for our intentional culture and tremendous growth (Best Place to Work in Fintech; Best & Brightest to Work For Nationally; and Comparably’s Best Company Culture, Best Career Growth, Best Engineering Team, and Best Places to Work in Dallas, among others). We’re building a culture where each Alkamist can perform to their highest potential, and we’re always on the lookout for the best and brightest minds. If you’re ready to experience the power of alchemy - transforming the ordinary into the extraordinary - come join one of the fastest growing SaaS companies in the U.S. As a remote-first company, most of our positions can be remote in the US, except for key roles, which will be indicated in the Job Title. Follow us on Glassdoor and LinkedIn ! The Implementation Specialist is responsible for delivering high-quality software implementation services by configuring Alkami products, supporting testing activities, and guiding customers through implementation milestones and user acceptance testing processes. This role collaborates closely with customers, vendors, and internal teams to coordinate configuration activities, collect and validate implementation requirements, troubleshoot implementation issues, and ensure successful software delivery aligned with project objectives and customer expectations. The position applies technical, organizational, and customer service skills to support implementation readiness, monitor progress, and maintain documentation, and contribute to a positive customer experience throughout the implementation lifecycle. The Implementation Specialist operates with moderate autonomy while managing multiple implementation activities and contributing to successful project execution across assigned customer engagements Essential Duties & Responsibilities ● Configure and customize Alkami software products by applying implementation requirements and customer-specific settings to support testing, training, and launch readiness activities ● Coordinate implementation activities with customers, third-party vendors, and internal teams by managing configuration tasks, issue tracking, structured vendor communications, and project-related communications throughout implementation engagements ● Support customer onboarding, live-client implementation activities, and user acceptance testing activities by guiding customers through testing processes, validating configurations, and ensuring alignment with project milestones and operational readiness requirements ● Perform functional and integration testing by executing test scenarios, validating expected system behavior, and documenting testing outcomes and identifying issues that require follow-up or escalation ● Troubleshoot configuration and usability issues by analyzing implementation challenges, resolving routine technical problems, and escalating complex issues to appropriate technical resources when necessary ● Collect and validate configuration data from customers and third-party vendors by ensuring required implementation information is complete, accurate, and aligned with project specifications ● Participate in customer and vendor meetings by providing implementation updates, communicating issue resolution progress, and supporting stakeholder alignment throughout project execution ● Track implementation progress by monitoring configuration activities, testing milestones, issue resolution efforts, and project dependencies and escalating risks when necessary ● Maintain project-related implementation documentation by recording configuration details, testing outcomes, issue logs, customer and vendor communications, and process updates throughout the implementation lifecycle ● Support project billing activities by accurately tracking implementation-related add-on sales, documenting billable activities, and coordinating invoicing information as required ● Develop product expertise by maintaining knowledge of assigned Alkami Treasury Management products, including ACH and positive pay, integrations, implementation procedures, and platform enhancements to support customer onboarding, issue resolution, and functional ownership expectations ● Collaborate with internal implementation, support, and product teams by communicating customer feedback, implementation challenges, and operational improvement opportunities ● Manage multiple implementation priorities by balancing customer requests, testing activities, issue resolution efforts, and project deadlines across concurrent engagements ● Apply implementation standards and operational procedures by following established workflows, quality expectations, and customer service practices throughout implementation delivery ● Contribute to continuous improvement initiatives by identifying recurring implementation challenges and recommending process, workflow, or documentation enhancements that improve implementation efficiency and customer experience ● Support designated product or functional ownership areas by maintaining working knowledge of implementation processes, identifying recurring issues, and contributing feedback that improves delivery consistency for customers and internal teams. Recommended Experience & Education Minimum Years of Experience 1–3 years of experience supporting software implementations, customer onboarding initiatives, configuration management, testing activities, or technical support operations within SaaS, fintech, banking technology, or related environments . Education Level Associate’s or Bachelor’s degree in Business, Information Systems, Information Technology, Communications, or a related field. Knowledge, Skills, & Qualifications Required ● Experience supporting software implementations, customer onboarding activities, or technical configuration tasks ● Strong organizational and project coordination skills with attention to detail ● Ability to troubleshoot routine configuration and usability issues effectively ● Strong written and verbal communication skills with customer-facing experience ● Experience collaborating with customers, vendors, and cross-functional internal teams ● Ability to manage multiple priorities and implementation timelines simultaneously ● Experience performing functional or integration testing activities and documenting outcomes ● Proficiency with Microsoft Office Suite, Google Workspace, and project, ticket, testing, or documentation tools used to manage implementation workflows and team collaboration Preferred ● Experience supporting fintech, SaaS, or digital banking implementation projects, particularly within Treasury Management ● Familiarity with user acceptance testing, software deployment, or onboarding methodologies ● Knowledge of Jira, Confluence, or similar issue tracking and collaboration platforms ● Experience supporting billing coordination or project-related invoicing activities ● Exposure to APIs, integrations, or technical implementation concepts ● Experience contributing to process improvement or operational efficiency initiatives The salary range for this position is: $80,000 - $86,000 Cool Things to Know Not Just Any Company : Alkami has an awesome diverse and inclusive environment. We have a FUN culture and offer great benefits, including remote-first environment, unlimited paid time off, 401(k) with employer match, and more. Work Authorization : We cannot offer employment sponsorship at this time. Candidates must be eligible to work in the US for full-time employment. Recruiters : We are not looking for outside recruiting firms to help us in this search. Thank you for understanding. Pay Transparency: As of January 1, 2023, new states and locales have enacted pay equity laws that require more pay transparency by employers in the following states: California, Colorado (effective January 1, 2021), Connecticut, Maryland, Nevada, New Jersey, New York, Ohio, Rhode Island and Washington. The Important Stuff Alkami Technology is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Alkami is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Alkami are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Alkami will not tolerate discrimination or harassment based on any of these characteristics. Alkami encourages applicants of all ages. #LI-REMOTE