CSI Benefits Overview

Owns bank-facing functional implementation workstreams from scope confirmation through post-conversion stabilization. Coordinates specialists, bank decisions, dependencies, risks, readiness, training, testing, conversion, go-live support, issue escalation, and customer handoff. Maintains delivery plans and communicates milestones, responsibilities, and next steps. Requires banking operations knowledge, strong communication and organizational skills, and at least two years of relevant experience.

Executes technical implementations for customers by installing and configuring software, developing data mappings, performing database validation, delivering API and file-based integrations, troubleshooting technical issues, and managing deployments and cutovers. The role also documents configurations, supports customer technical teams, validates deliverables, mentors colleagues, and provides QA oversight. Travel may be required as needed.

Supports managed-services customer onboarding and systems implementation. Installs and configures software, servers, workstations, monitoring, logging, antivirus, and security tools; supports Windows, Active Directory, Microsoft 365, Entra, Intune, backups, upgrades, and deployments. Maintains documentation and works directly with customers remotely and onsite to troubleshoot and deliver implementations. The role is focused on desktop and server technologies and requires approximately 30–40% travel.