Cash Management Specialist
Job Location:
Jacksonville, FL - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
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Who we are:
Shape a brighter financial future with us.
Together with our members were changing the way people think about and interact with personal finance.
Were 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 were at the forefront. Were proud to come to work every day knowing that what we do has a direct impact on peoples 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 youll 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 youll need:
- Bachelors degree in Finance Business or related field
- 35 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.
Required Experience:
IC
About Company
Why do 10M+ members trust SoFi? Financial solutions for school, marriage, starting a family, home buying, retirement, or whatever’s next. Member FDIC.
