Client Delivery Readiness Specialist
Location: Charlotte, NC – Hybrid
Type: Full Time
Industry: Banking/Financial preferred
Year of experience: 5+ Years
Qualifications Required
- Bachelor’s degree in Business, Information Technology, or a related analytical field.
- 3+ years of financial industry experience, specifically within payments, with a proven track record of documenting complex operational processes and product requirements.
- Proficiency in Agile methodologies and hands-on experience managing workflows in Jira.
- Proficiency in MS Office Suite.
- Exceptional analytical and problem-solving skills, sharp attention to detail, and professional verbal and written communication skills.
Qualifications Desired
- 5+ years in a dedicated analytics or operations role within a banking or fintech environment.
- Deep understanding of electronic payment systems, core banking technology, and testing frameworks.
- Strong working knowledge of Risk, Compliance, and Governance policies within the financial services sector.
Essential Functions and Responsibilities
- Author, optimize, and govern the Client Delivery Readiness framework and all associated program documentation.
- Design, evaluate, and publish executive management reports, monthly key metric dashboards, and comprehensive audit reports.
- Partner with internal cross-functional teams and technical subject matter experts to architect, map, and standardize operational workflows.
- Oversee that client certification scripts, testing documentation, and deployment checklists are rigorous and fully executed; lead the annual review of Client Delivery Readiness operational procedures.
- Define training requirements and facilitate high-level knowledge-transfer sessions between product/technology teams and support staff.
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