I work with banking clients and manage the process of implementing an e-payment product. The typical day consists of multiple client meetings, completing project documentation, educating the client on the product, and resolving project issues.

• Manage approximately 10-12+ client projects simultaneously
• Provide consultative advice to clients on the e-payment product offering and negotiate alternative solutions with clients, where necessary.
• Follow standard project methodology for each implementation while organizing client deliverables to provide the best implementation experience.
• Guide the client concerning the tasks and their role within the project plan
• Facilitate weekly project meetings and conduct ad-hoc discovery and readiness meetings to ensure the end-to-end solution is clearly defined and understood by the client
• Partner with external client technical teams (vendors) to support solution setup and manage the client’s expectations regarding integration into systems for front-end and back end.
• Facilitate and manage client meetings to review status, report progress, and escalate issues
• Coordinate and manage internal and external parties to deliver the solution within the required timeline for the client
• Ensure compliance to policies and procedures outlined by the firm
• Facilitate user acceptance testing, change requests, and issue resolutions related to the project and implementation test cycles
• Work across functional areas (business, technology, integration partners, vendors) to create synergies for each project
• Document and complete configuration of solutions based on agreed-upon client requirements within best practice guidelines
• Collaborate with internal product partners in planning and implementing product enhancements to deliver a more robust product experience
• Provide support to the relationship team in identifying further revenue opportunities as discovered through the life cycle of the implementation
• Actively participate in knowledge exchange with team colleagues and provide peer support
• Identify and participate in process improvement initiatives to provide an enhanced client experience
• Accountability for the end to end implementation process
• Complete all project tasks from initiation through closure utilizing best practice in project management

Pros

• Each project is unique. Being adaptable is key and allows me to adjust my management and communication style for each client. Every project has a start and end date, so when I am dealing with difficult personalities, there is a light at the end of the tunnel.
• Managers can learn the client’s business, gain insight into their organization, and influence their process decisions
• Accountability for the end to end implementation process

Cons

• Highly visible clients can be noisy and usually have high expectations. Sometimes it’s challenging to manage client expectations, especially if they have large visibility (meaning, they bring high dollar value to the bank). If they want something and won’t accept “no”, they can be quite noisy and things can escalate quickly. It takes a certain amount of finesse to handle sensitivities.
• The product/solution may not need all of the client’s needs
• Some clients are not tech-savvy or do not have technical resources

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