Implementation Specialist

Overview

This is a hybrid role, candidates must be within a commutable distance to Nashville, TN

The Implementation Specialist I manages a portfolio of assigned View email address on click.appcast.io implementation projects, executing established implementation processes to onboard financial institutions efficiently and accurately. This role is responsible for day-to-day project coordination, client communication, and system setup activities, while following defined procedures and timelines.

This position focuses on consistent execution, project tracking, and client support within a structured implementation framework, with guidance available for non-standard or complex scenarios.

Responsibilities

• Manage a book of assigned implementation projects from intake through production launch using established processes and templates
• Serve as the primary point of contact for clients during implementation for standard scope projects
• Lead kickoff calls, ongoing status calls, and follow-up communications
• Execute required system setup and coordination activities across the View email address on click.appcast.io Portal, Program Management, NetSuite, and related tools
• Coordinate internal teams to complete implementation milestones and deliverables
• Track project timelines, dependencies, and required approvals; escalate risks or delays as needed
• Maintain accurate project documentation and status updates in HubSpot
• Support testing coordination and production readiness using defined checklists
• Perform routine account-management tasks such as user access updates, location maintenance, and standard configuration requests

Qualifications

Requirements:

• Strong organizational skills and ability to manage multiple concurrent projects
• Attention to detail and ability to follow established procedures consistently
• Clear and professional written and verbal communication skills
• Ability to identify issues and escalate appropriately
• Proficiency in Microsoft Excel and Word
• Bachelor's degree in Business, Finance, Information Systems, or related field, or equivalent experience
• 1-3 years of experience in project coordination, implementations, operations, or client-facing roles
• Elementary English proficiency communication skills necessary
• Experience in financial services, payments, banking, or regulated technology environments preferred
• Familiarity with HubSpot or NetSuite preferred

Physical Demands:

• This is a Hybrid position; ability to work from home and be onsite in the office; work a minimum of 40 hours per week;
• Hours are minimum 40 hours per week during company's regular business hours however evening and/or weekend work may be required as job duties demand;
• Work is in a typical office environment; prolonged sitting required (1-2 hours at a time); ability to move around the office to attend meetings; deliver items; gather supplies; set up meetings; etc. lifting up to 20 lbs occasionally.
• Work environment: Usual office setting; close contact with employees for long periods of time. The noise level in the work environment is usually minimal.
• Position may require minimal travel by car and/or plane.

This role requires the ability to work from home in a virtual environment, where the following is required;

• reliable high-speed internet access (hotspot not acceptable)
• dedicated distraction-free home work environment

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time

Company Overview:
CPI Card Group® is a payment technology company and leading provider of credit, debit and prepaid solutions delivered physically, digitally and on-demand. CPI helps our customers foster connections and build their brands through innovative and reliable solutions, including financial payment cards, personalization and fulfillment, and Software-as-a-Service (SaaS) instant issuance. Learn more at

Benefits:
Competitive pay rates and an inclusive, empowering and rewarding culture.
Solid benefits package including Medical, Dental, Vision, Long Term Disability, Short Term Disability, Life Insurance, Accident Insurance, Critical Illness Insurance, FSA, HSA, Vacation and Holiday Pay, Tuition Reimbursement and 401(k) with a competitive company match percentage.

CPI is an Equal Opportunity Employer, including disability/vets. A complete background including drug screen is contingent upon hire.

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