Cash Management Specialist

Cash Management Implementation ManagerThe 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 you'll do:Lead end-to-end implementation of cash management solutions for commercial clients, including documentation and system trainingTranslate client requirements into operational setups (accounts, services, entitlements)Coordinate kickoff calls and establish implementation timelinesServe as the primary point of contact for treasury and cash management inquiries, onboarding, and troubleshootingCoordinate with operations and technology teams to resolve service issues and improve processesMaintain accurate records of client interactions, agreements, and service changesManage multiple client implementations simultaneouslyMaintain detailed project plans, milestones, and status updatesEscalate risks, delays, or client issues proactivelyEnsure implementations meet internal SLAs and client expectationsWhat you'll need:Bachelor's degree in Finance, Business, or related field3–5+ years of experience in:Treasury services / cash managementCommercial banking operationsImplementation or onboarding rolesStrong understanding of:Payment systems (ACH, wires, SWIFT)Commercial banking productsProject management (often Agile or waterfall hybrid)Client-facing communication and stakeholder managementProblem-solving and issue resolutionAttention to detail (critical for entitlements and setup accuracy)Ability to manage multiple priorities in a deadline-driven environmentThe hours of the position will be 8:00am – 5:00pm, Monday through Friday. These hours may change as volumes increase to meet daily deadlines.Compensation and BenefitsThe base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!