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Job description
Cash Management Implementation Manager
The Cash Management Implementation Manager is responsible for onboarding commercial clients into treasury and cash management products, ensuring a smooth transition from sales to full operational setup. This role sits at the intersection of client service, operations, and product delivery. The CM Manager will provide training on treasury platforms and payment workflows, ensure all services are properly tested and activated before go-live, that clients understand system capabilities and controls, and support initial post-go-live stabilization.
What you'll do:
Lead end-to-end implementation of cash management solutions for commercial clients, including documentation and system training
Translate client requirements into operational setups (accounts, services, entitlements)
Coordinate kickoff calls and establish implementation timelines
Serve as the primary point of contact for treasury and cash management inquiries, onboarding, and troubleshooting
Coordinate with operations and technology teams to resolve service issues and improve processes
Maintain accurate records of client interactions, agreements, and service changes
Manage multiple client implementations simultaneously
Maintain detailed project plans, milestones, and status updates
Escalate risks, delays, or client issues proactively
Ensure implementations meet internal SLAs and client expectations
What you'll need:
Bachelor's degree in Finance, Business, or related field
3–5+ years of experience in:
Treasury services / cash management
Commercial banking operations
Implementation or onboarding roles
Strong understanding of:
Payment systems (ACH, wires, SWIFT)
Commercial banking products
Project management (often Agile or waterfall hybrid)
Client-facing communication and stakeholder management
Problem-solving and issue resolution
Attention to detail (critical for entitlements and setup accuracy)
Ability to manage multiple priorities in a deadline-driven environment
The hours of the position will be 8:00am – 5:00pm, Monday through Friday. These hours may change as volumes increase to meet daily deadlines.
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
Worksite address
jacksonville, FL, 32290, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.