Implementation-Conversion Product Consultant II

Job Posted 10 Days Ago Posted 10 Days Ago
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4 Locations
Mid level
eCommerce • Fintech • Information Technology • Payments • Software
We are the leader in financial technology and services for financial institutions and businesses of all sizes, globally.
The Role
The consultant will implement CRM solutions for banks, manage projects, train users, and optimize CRM functions for clients.
Summary Generated by Built In

Job Description

We are FIS. Our technology powers the world’s economy and our teams bring innovation to life. We champion diversity to deliver the best products and solutions for our colleagues, clients and communities. If you’re ready to start learning, growing and making an impact with a career in fintech, we’d like to know: Are you FIS?

About the role:

You will be responsible for the successful implementation of a community bank/regional bank/credit union CRM (customer relationship management) solution.  This requires you to fully understand the how the CRM (Connections) works, how data flows in and out of the CRM and best practices for administrators of the solution.  You will be a consultant to the client to best use the CRM, identify priorities for the CRM and focus on making sure those priorities are fully implemented, and measurable. You will be the project manager of each implementation you are assigned and work with a team to complete the implementation.  You will be responsible for training Connections administrators and users.  You will also be assigned consulting projects to help current clients better utilize the solution and implement new priorities for the CRM. 

This is a full-time position that will require travel about 50% of the time.  This position will be assigned to an FIS office and hybrid requiring to be in the office T,W,TH.    

Current and future sponsorship are not available for this position

About the team:

Each implementation will include members of the data team, support team and marketing team.  You will work with the data team to ensure data is correctly being added to the CRM from the client’s core data.  You will work with the support team to complete the initial setup of the CRM and troubleshoot any issues that may occur during implementation.  You will work with our marketing team to understand how the client will use the marketing functionality, identify and coordinate any needed training.   

What you will be doing:

In this role, you will be responsible for:

  • Consulting on using a CRM and setting priorities
  • Representing Connections (CRM) as a Subject Matter Expert
  • Managing the project of a CRM implementation
  • Training client administrators and conducting end-user Train the Trainer for Connections
  • Documenting and communicating status of the implementation externally and internally

What you bring:

  • Background in banking sales and service (retail, commercial, or lending)
  • Consultative experience
  • Training experience
  • Strong communication skills
  • Required work hours: 40
  • Travel percentage for this role: 50%

Added Bonus if you have:

  • Previous user of FIS Connections
  • Previous user of a CRM
  • Familiarity with any FIS core

What we offer you:

A career at FIS is more than just a job. It’s the change to shape the future of fintech. At FIS, we offer you:

  • A voice in the future of fintech
  • Always-on learning and development
  • Collaborative work environment
  • Opportunities to give back
  • Competitive salary and benefits

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here


For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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Top Skills

CRM
Fis Connections
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The Company
HQ: Jacksonville, FL
57,000 Employees
Hybrid Workplace
Year Founded: 1968

What We Do

FIS is a leading provider of technology solutions for financial institutions and businesses of all sizes and across any industry, globally. We enable the movement of commerce by unlocking the financial technology that powers the world’s economy. Our employees are dedicated to advancing the way the world pays, banks and invests through our trusted innovation, proven performance and flexible architecture. We help our clients use technology in innovative ways to solve business-critical challenges and deliver superior experiences for their customers. Headquartered in Jacksonville, Florida, FIS ranks #241 on the 2021 Fortune 500 and is a member of Standard & Poor’s 500® Index. To learn more, visit www.fisglobal.com. Follow FIS on Facebook, LinkedIn and Twitter (@FISGlobal).

Why Work With Us

The world of fintech is changing fast. Our core values and behaviors give us the power to have a positive
impact on the world we share. We work together, connecting to achieve outcomes with speed. We are inclusive and embrace our diverse strengths. We make things happen and celebrate together

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