Configuration Specialist Commercial Card

Location:

JOB BRIEF (PURPOSE)

Commercial Onboarding and Servicing (COS) is an organization focused on delivering the highest level of service and support to KeyBank Commercial Clients. Within COS, the Onboarding Group is dedicated to providing post-sales solutioning, project management, implementation, and training to those commercial clients establishing new relationships with KeyBank or adding new services to existing relationships. This pivotal stage in the client lifecycle sets the initial impression of what a relationship with KeyBank will be like, and is critical to a client's decision to expand their KeyBank relationship with additional products and services.

The Vendor Configuration Specialists serve as the main contact and project manager from KeyBank to lead clients and vendor partners through the post-sales experience to ensure clients are quickly and effectively using KeyBank's products and services. Onboarding events can range in product and process complexity, can vary by clients' needs, and can span from small to large corporations. Our Commercial Card Configuration Specialists support the implementation for client Distributed Card, Travel and Expense, and virtual Accounts Payables Automation solutions incorporating card payment components, requiring partnership and integration with a variety of travel platforms, accounting software, HR solutions, and vendor payment portals and solutions.

ESSENTIAL JOB FUNCTIONS

• Lead meetings with stakeholders (Business Development, Clients, Operations, etc.); Maintain focus on agenda topics, identify action items and outstanding issues, and clearly identify responsibility and timelines for completing required tasks
• Use client facing artifacts, tools and resources to provide consistent documentation of progress status, priorities and risks for onboarding projects (i.e. project plans, email templates, client facing summaries, etc.)
• Maintain accuracy of internal data and records in Salesforce and other systems for clear transparency and visibility by stakeholders and leadership, and stewardship of data for metrics and performance management
• Engage subject matter experts to aid in brainstorming
• Clearly and succinctly communicates in written and verbal mediums
• Timely response to client, leader, and partner requests or inquiries
• Build and maintain professional relationships with internal and external partners to facilitate mutual understanding and respect in completion of Onboarding Opportunities
• Build knowledge about assigned solution, industry applications, and related systems that interact with assigned solutions.
• Build knowledge & awareness in complementary solutions, their interaction with assigned solutions and how they support client's operational objectives
• Demonstrate expertise in problem solving client solutions and configurations to meet strategic or operational needs
• Contribute to development and improvement of Project Management tools, artifacts and resources
• Contribute to development, problem solving and improvement of processes, procedures and knowledge resources related to your assigned solution
• Demonstrate collaborative, continuous improvement mindset to reduce friction points in processes and relationships
  
  

REQUIRED QUALIFICATIONS

• Bachelor's Degree or relevant industry experience
• Minimum of 3 years of relevant industry experience; banking or similar industry experience, treasury preferred
• Possess strong project management (i.e. Handles projects of moderate to high complexity, potentially leading multiple projects simultaneously)
• Demonstrate solution-oriented and critical thinking skills
• Skilled in written and verbal communication with demonstrated professional application.
• Excellent interpersonal and client facing skills, driving an exceptional client experience
• Self-directed and decisive, with a strong track record of working independently
• Ability to participate effectively in a highly collaborative work team environment
• Excellent organizational skills with the ability to set priorities and handle difficult situations while maintaining strong personal relationships
• Detail oriented and ability to follow through
• Knowledge of Microsoft Office Programs including Word, Excel, PowerPoint and Project
• Proven ability to work in a fast-paced environment with a commitment and willingness to strive toward achieving company goals.\

PREFERRED QUALIFICATIONS

• Project Management or Program Management experience
• Commercial card product knowledge
• Prior experience managing support and services provided by 3rd Party Vendors
• Prior experience with business process automation solutions or FinTech solutions
• Salesforce.com/Service Cloud/ Teams

Physical Demands

• General office environment: Prolonged sitting, ability to communicate face-to-face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel/Driving Requirements

• May need to travel to corporate office or for industry conferences

Skills

• Project Management - Leading and coordinating onboarding projects effectively.
• Client Relationship Building - Creating strong, trust-based client and partner connections. Communication - Clear, professional verbal and written communication.
• Problem Solving - Analytical thinking to resolve client and system issues.
• Technical Proficiency - Skilled in tools like Salesforce, Excel, and onboarding platforms.
• Industry Knowledge - Understanding of commercial card products and FinTech solutions.
• Data Accuracy - Maintaining precise records and documentation.
• Collaboration - Working cross-functionally with teams and vendors.
• Adaptability - Thriving in fast-paced, dynamic environments.
• Organization - Prioritizing tasks and managing time with attention to detail.

Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary up to $85,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

Please click here for a list of benefits for which this position is eligible.

Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be Mobile or Home-based, which means you may work primarily either at a home office or in a Key facility to perform your job duties.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

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