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Supports Product Management and Strategic Partnerships by maintaining product and partner information, documentation, pricing references, lifecycle data, enablement materials, and partner records. Responds to internal product inquiries, coordinates launch readiness and training materials, analyzes client feedback, supports partner onboarding and events, and ensures accurate cross-department communication. The role is primarily focused on product and training operations, with some partnership support.

Coordinates upgrades, patches, releases, maintenance, and support for financial institution platforms, especially Symitar. Manages schedules, tickets, testing, documentation, client communications, vendor coordination, and release events. Serves as a platform subject matter expert and escalation point, supports troubleshooting and daily maintenance, identifies process improvements, mentors team members, manages client quotes, and coordinates cross-functional work. The role also provides Level III on-call support and occasional overnight travel for training and conferences.

Supports client solution delivery by coordinating requirements, workflows, timelines, testing, implementation, documentation, and stakeholder communication. Collaborates with advisors, engineering, platform, and internal teams to track progress, identify risks, coordinate User Acceptance Testing, resolve issues, and maintain positive client relationships. Provides solution guidance, researches options, documents defects and outcomes, and keeps leadership informed of delivery status and client concerns.

Coordinates upgrades, patching, releases, maintenance, and support for credit union platforms, primarily Symitar. Manages schedules, tickets, testing, documentation, client and vendor communications, training, and release events. Serves as a platform subject matter expert and escalation point, supports troubleshooting and process improvement, mentors team members, manages client quotes, and coordinates cross-functional work. Provides Level III on-call support and occasional overnight travel for training and conferences.

Supports client solution delivery by coordinating teams, tracking timelines, gathering requirements, documenting workflows, coordinating software testing and UAT, assisting implementation, and communicating with clients. Researches solution options, identifies and escalates issues, provides usage guidance, maintains delivery documentation, and keeps leadership informed of progress, risks, and client concerns.

Supports Product Management and Strategic Partnerships through product and partner information management, documentation, pricing references, enablement materials, partner tracking, onboarding support, and internal communications. Maintains accurate repositories, coordinates updates across departments, analyzes client feedback, supports product launches and partner events, and helps prepare reviews and training materials. Requires strong organization, communication, multitasking, financial-industry knowledge, and familiarity with Symitar and collaboration tools.

Manages B2B client relationships by providing proactive guidance, monitoring satisfaction and engagement, coordinating internal solutions, addressing concerns, supporting renewals and proposals, and identifying retention and service expansion opportunities. Requires at least two years of client success, account management, or relationship management experience. The role is hybrid and involves up to 50% domestic travel.

Build and maintain B2B client partnerships by understanding goals, providing strategic guidance, monitoring satisfaction and engagement, resolving concerns, supporting renewals and expansions, and coordinating with internal teams. The role focuses on client retention, measurable outcomes, advocacy, and long-term relationship growth. It requires up to 50% in-state and out-of-state travel, including possible weekend travel, and hybrid work with five on-site days per month.

Supports Linux and IBM AIX server infrastructure in 24/7 data centers. Responsibilities include account administration, hardware and operating system troubleshooting, system provisioning, migrations, upgrades, backups and recovery, application maintenance, security compliance, networking, documentation, production coordination, and help desk issue resolution. The role also participates in on-call support, develops technical processes, assists with IT strategy, and maintains client and cross-functional relationships.

Supports Linux and IBM AIX server infrastructure in 24/7 data centers. Responsibilities include account administration, hardware and operating system troubleshooting, system provisioning, migrations, upgrades, backup and recovery, software configuration, security compliance, documentation, network troubleshooting, production scheduling, help desk issue resolution, and client support. Participates in on-call rotation and occasional overnight travel for training or conferences.