Technical Consultant I

Posted Yesterday
Hiring Remotely in US
Remote
72K-90K Annually
Entry level
Financial Services
The Role
Support onboarding and configuration of Alkami Digital Banking by gathering requirements, documenting configurations, assisting in implementations, troubleshooting routine issues, coordinating tasks, and communicating with customers and internal teams under senior guidance.
Summary Generated by Built In

Alkami is the digital sales and service platform provider for U.S. banks and credit unions. Our unified Platform integrates onboarding, digital banking, and data and marketing—each solution can stand alone, but together they deliver more—to help institutions onboard, engage, and grow relationships. As the future shifts toward Anticipatory Banking, we help data-informed bankers meet the moment with technology that drives action.

Founded in 2009, we continue to be recognized for our intentional culture and tremendous growth (Best Place to Work in Fintech; Best & Brightest to Work For Nationally; and Comparably’s Best Company Culture, Best Career Growth, Best Engineering Team, and Best Places to Work in Dallas, among others). We’re building a culture where each Alkamist can perform to their highest potential, and we’re always on the lookout for the best and brightest minds. If you’re ready to experience the power of alchemy - transforming the ordinary into the extraordinary - come join one of the fastest growing SaaS companies in the U.S.

As a remote-first company, most of our positions can be remote in the US, except for key roles, which will be indicated in the Job Title.

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The Technical Consultant I supports the delivery and configuration of Alkami Digital Banking solutions by assisting with customer requirement gathering, solution discussions, and implementation consulting activities under the guidance of experienced team members. This role develops foundational expertise in digital banking functionality, implementation methodologies, and customer engagement practices while contributing to successful software onboarding and configuration outcomes. The position collaborates with customers, project managers, and technical teams to support implementation execution, troubleshoot routine issues, and ensure alignment with project requirements and delivery expectations. The Technical Consultant I builds technical and consulting proficiency through hands-on participation in implementation projects, customer discussions, and solution design activities across the implementation lifecycle. Essential Duties & Responsibilities
  • Support implementation consulting activities by assisting with customer discussions, gathering implementation requirements, and documenting configuration needs for Alkami Digital Banking projects

  • Assist with configuring Alkami platform functionality by applying documented implementation requirements and established best practices to support customer onboarding efforts

  • Support implementation projects by coordinating assigned technical tasks, maintaining implementation documentation, and contributing to project milestone tracking activities

  • Respond to routine customer and internal platform functionality questions by providing implementation support and escalating complex issues to senior team members when necessary

  • Participate in customer meetings and virtual working sessions by documenting action items, tracking follow-up activities, and supporting communication between customers and implementation teams

  • Assist with troubleshooting implementation and configuration issues by analyzing basic platform behaviors and collaborating with internal resources to support issue resolution

  • Maintain implementation-related documentation by updating configuration records, customer notes, implementation details, and project tracking systems throughout project execution

  • Support project risk tracking activities by identifying potential implementation concerns and escalating observations to project leadership when appropriate

  • Collaborate with project managers, development teams, and implementation resources by supporting coordination activities and maintaining alignment on implementation priorities and customer needs

  • Learn Alkami platform functionality, implementation methodologies, and industry best practices by participating in training sessions, shadowing customer engagements, and applying technical concepts in project work

  • Support ticket management activities by monitoring assigned implementation tasks, updating issue statuses, and ensuring timely follow-up on customer requests

  • Contribute to operational improvement initiatives by documenting recurring implementation questions, identifying workflow inefficiencies, and supporting process improvement discussions

  • Manage multiple implementation responsibilities by balancing assigned project tasks, customer support activities, and implementation deliverables across concurrent engagements

Recommended Experience & Education

Minimum Years of Experience

0–2 years of experience supporting software implementations, customer onboarding initiatives, technical consulting activities, or client-facing technology projects within SaaS, fintech, banking technology, or related environments.

 

Education Level

Bachelor’s degree in Information Systems, Computer Science, Business Technology, Finance, or a related field.

Knowledge, Skills, & Qualifications

Required

  • Foundational understanding of software implementation, configuration, or customer onboarding concepts

  • Strong written and verbal communication skills with customer-facing aptitude

  • Ability to follow implementation procedures and document technical requirements accurately

  • Basic analytical and problem-solving skills related to technical troubleshooting and implementation support

  • Ability to manage multiple tasks and prioritize responsibilities effectively

  • Experience collaborating within team-oriented project environments

  • Attention to detail in documentation, configuration tracking, and customer communication activities

  • Willingness to learn digital banking technology, implementation methodologies, and customer consulting practices

Preferred

  • Experience supporting SaaS, fintech, or digital banking technology projects through internships, coursework, or professional experience

  • Familiarity with project management, ticketing, or collaboration tools such as Jira or Confluence

  • Basic understanding of APIs, integrations, or technical configuration concepts

  • Exposure to customer-facing support or technical consulting activities

  • Interest in financial technology, banking operations, or digital transformation initiatives

The salary range for this position is: $72,000 - $90,000Cool Things to Know

Not Just Any Company: Alkami has an awesome diverse and inclusive environment. We have a FUN culture and offer great benefits, including remote-first environment, unlimited paid time off, 401(k) with employer match, and more.

Work Authorization: We cannot offer employment sponsorship at this time. Candidates must be eligible to work in the US for full-time employment.

Recruiters: We are not looking for outside recruiting firms to help us in this search. Thank you for understanding.

Pay Transparency: As of January 1, 2023, new states and locales have enacted pay equity laws that require more pay transparency by employers in the following states: California, Colorado (effective January 1, 2021), Connecticut, Maryland, Nevada, New Jersey, New York, Ohio, Rhode Island and Washington.

The Important Stuff

Alkami Technology is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Alkami is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Alkami are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Alkami will not tolerate discrimination or harassment based on any of these characteristics. Alkami encourages applicants of all ages.

#LI-REMOTE

Skills Required

  • 0-2 years experience supporting software implementations, customer onboarding, technical consulting, or client-facing technology projects
  • Bachelor's degree in Information Systems, Computer Science, Business Technology, Finance, or related field
  • Foundational understanding of software implementation, configuration, or customer onboarding concepts
  • Strong written and verbal communication skills with customer-facing aptitude
  • Ability to follow implementation procedures and document technical requirements accurately
  • Basic analytical and problem-solving skills related to technical troubleshooting and implementation support
  • Ability to manage multiple tasks and prioritize responsibilities effectively
  • Experience collaborating within team-oriented project environments
  • Attention to detail in documentation, configuration tracking, and customer communication activities
  • Willingness to learn digital banking technology, implementation methodologies, and customer consulting practices
  • Familiarity with project management, ticketing, or collaboration tools such as Jira or Confluence
  • Basic understanding of APIs, integrations, or technical configuration concepts
  • Experience supporting SaaS, fintech, or digital banking technology projects through internships, coursework, or professional experience
  • Exposure to customer-facing support or technical consulting activities

Alkami Compensation & Benefits Highlights

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

  • Equity Value & Accessibility Equity opportunities through RSUs/stock grants and an employee stock purchase program are widely available. These elements are seen as boosting overall compensation.
  • Leave & Time Off Breadth Generous time-off practices include unlimited PTO, paid parental leave, and volunteer time off. Flexibility around time away is highlighted as a strength.
  • Fair & Transparent Compensation Compensation is often described as competitive, with salary, bonuses, and stock contributing meaningfully to total rewards. Feedback suggests several departments report stronger satisfaction with pay.

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The Company
Dallas, TX
0 Employees
Year Founded: 2009

What We Do

We enable financial institutions to outsmart, not outspend, the Megabanks by providing the nation’s most successful cloud-based digital banking platform. The Alkami Platform humanizes digital banking so banks and credit unions can confidently grow, adapt quickly, and build a thriving digital community.

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