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Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role
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.
Skills Required
- Bachelor's degree in Finance, Business, or a related field
- 3-5+ years of experience in treasury services or cash management
- 3-5+ years of experience in commercial banking operations
- 3-5+ years of experience in implementation or onboarding roles
- Strong understanding of payment systems, including ACH, wires, and SWIFT
- Strong understanding of commercial banking products
- Project management experience, preferably using Agile or waterfall methodologies
- Client-facing communication and stakeholder management skills
- Problem-solving and issue-resolution skills
- Strong attention to detail, particularly for entitlements and setup accuracy
- Ability to manage multiple priorities in a deadline-driven environment
What the Team is Saying
What We Do
SoFi wasn’t built to be a bank. Or a technology company. We were built for one mission: help people achieve financial independence so they can realize their ambitions. Redefining an entire industry isn’t easy work—and it’s not for the faint of heart. It takes a certain kind of team. People with diverse perspectives and expertise, united by a common sense of purpose. People willing to challenge assumptions but always do the right thing. People proving that innovation and responsibility don’t have to compete, but can come together to create something truly unconventional in the world. For the last eight years, we’ve been charting this new path forward. We call it The SoFi Way. At SoFi, we don’t just talk about culture: we live it. The SoFi Way is how we show up every day, how we make decisions, and how we build for our members, clients, and each other.
Why Work With Us
Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation Fintech company using innovative, mobile-first technology to help our members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront.
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Employees engage in a combination of remote and on-site work.
For the majority of our workforce who work on a hybrid schedule, the in-office requirement is a handful of days per month!
