Commercial Ops Client Implementation Project Manager

Posted Yesterday
2 Locations
In-Office or Remote
Senior level
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Ready to Transform the Future | Careers in Technology & Security
The Role
Lead end-to-end implementations of Treasury Management solutions for commercial clients, acting as primary client contact. Plan, configure, train, test, validate, and drive go-live while coordinating Sales, Product, Operations, Technology and Support. Manage multiple concurrent projects, maintain documentation, monitor milestones, escalate and resolve issues, identify risks, and ensure high client satisfaction.
Summary Generated by Built In

As the Client Implementation Project Manager, the individual is responsible for leading the end‑to‑end implementation of Treasury Management solutions for Commercial Banking clients. This role serves as the primary implementation owner and client point of contact, partnering closely with Sales, Product, Operations, Technology, and Support teams to deliver a seamless onboarding and go‑live experience. This role is designed to elevate the client implementation experience by combining strong project management discipline, deep treasury solutions knowledge, and a high‑touch, concierge‑style approach to client engagement.

Primary responsibilities include

Lead the end-to-end implementation of Treasury Solutions products for Commercial clients, including planning, configuration, training, testing and go-live.

Coordinate with internal Citizens teams to align implementation goals and client expectations.

Act as the primary point of contact for clients throughout the implementation project life cycle – from kick-off through go-live.

Review deliverables, validate configurations and ensure solutions meet business and technical acceptance requirements.

Manage multiple concurrent implementations, ensuring adherence to scope, timeline and budget.

Build relationships across various teams (Product, Sales, Support, Onboarding & Implementation SMEs) to facilitate seamless solution delivery

Manage updates per client requirements

Maintain up to date project documentation for internal and client communications throughout implementation.

Monitor project milestones and update schedules to reflect implementation progress

Escalate delays or roadblocks to relevant stakeholders and drive resolution

Continuously manage and exceed client expectations

Proactively identify risks, manage concerns and ensure a high level of customer experience.

 

Qualifications, Education, Certifications and/or Other Professional Credentials

Required Qualifications

Strong implementation or project management experience in finance, technology, software or ERP software

Solid understanding of Treasury Management banking solutions and operations

Strong, proven high level of customer service

Excellent communication, stakeholder management and problem-solving skills

Outstanding organizational skills, detail oriented, and ability to balance multiple sophisticated relationship/projects simultaneously in a fast-paced environment

Experience working with Mid-market and Mid-corporate commercial segment preferred

Ability to collaborate and partner with internal and external cross-functional teams for seamless implementation of clients’ solutions resulting in high client satisfaction

Ability to manage multiple priorities and deliver results in a deadline-driven environment

Ability to travel 30+% of time

Bachelor’s degree in business, Finance, Accounting, Information Technology or related field

PMP certification highly preferred

Strong understanding of project lifecycle methodologies (Waterfall, Agile)

Hours & Work Schedule

  • Hours per Week: 40
  • Work Schedule: M-F 4 days in office, 1 remote

About Us

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.


Skills Required

  • Strong implementation or project management experience in finance, technology, software or ERP software
  • Solid understanding of Treasury Management banking solutions and operations
  • High level of customer service
  • Excellent communication, stakeholder management and problem-solving skills
  • Outstanding organizational skills, detail oriented, ability to balance multiple projects simultaneously
  • Experience working with Mid-market and Mid-corporate commercial segment
  • Ability to collaborate and partner with internal and external cross-functional teams
  • Ability to manage multiple priorities and deliver results in a deadline-driven environment
  • Ability to travel 30+% of time
  • Bachelor's degree in Business, Finance, Accounting, Information Technology or related field
  • PMP certification
  • Strong understanding of project lifecycle methodologies (Waterfall, Agile)

Citizens Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citizens and has not been reviewed or approved by Citizens.

  • Healthcare Strength Healthcare coverage is positioned as comprehensive, with multiple plan options and preventive care highlighted as fully covered. Mental-health support is also emphasized through EAP-style counseling access and app-based support.
  • Retirement Support Retirement benefits are described as meaningful, including an employer match and additional company contributions in some descriptions. Stock purchase features and occasional profit-sharing framing add to the overall retirement-and-wealth picture.
  • Leave & Time Off Breadth Time-off benefits are described as generous, including a substantial PTO bank, paid holidays, and sizeable parental leave. Adoption assistance and emergency backup care are also presented as part of the leave-related support set.

Citizens Insights

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The Company
HQ: Providence, RI
17,000 Employees
Year Founded: 1828

What We Do

As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. We invest in the humans who build the logic, ideas, and innovations that bring new technologies to life. Investments in AI, cloud computing, machine learning and automation provide our engineers the tools that enable us to remain competitive and win in today’s environment. At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens. You’re made ready and so are we. If you're ready to advance your career in technology and security, learn more about opportunity's Citizens offers here: https://jobs.citizensbank.com/digital-transformation

Why Work With Us

We empower the colleagues that power our tech. With growth & upskilling opportunities and sought-after benefits, plus a diverse culture of people and perspectives, we help our colleagues achieve career goals. Because innovation can’t happen without the minds and hearts of our people. Technology is constantly evolving, and we believe you can too.

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