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Client Implementation Manager

Customer Service | Dallas, TX | Full Time

Job Description

Asurity Technologies

Asurity Technologies, formerly Treliant Solutions, provides software to reinvent compliance as a source of competitive advantage for financial services firms.  By marrying best-in-class technologies with deep subject matter expertise, we empower lenders to manage risk while meeting and exceeding regulatory compliance expectations.  Asurity Technologies offerings include:

         • RiskExec, a leading browser-based suite of tools for achieving excellence in HMDA, CRA and Fair Lending compliance.

         • MRG Document Solutions, a SaaS-based provider of dynamically generated, compliant mortgage document disclosures and closing documents.


Position Overview

Asurity is seeking an experienced Client Implementation Manager in our Dallas, Texas office to support our MRG Document Solutions products and services. The primary role of the implementation manager is to successfully onboard clients in a manner where the client’s expectations are managed and met, the implementation is efficient and technically robust, product quality is ensured, and time-to-revenue is systematically improved over time. Additional responsibilities may include project coordination, communicating insights and plans to cross-functional team members, stakeholder management, tracking and follow-through on key deliverables, and coordination of acceptance testing.


Asurity Technologies is growing rapidly; we embrace new challenges and constantly seek to improve existing solutions. Within this fast-moving context priorities can shift rapidly, and the Client Implementation Manager may be required to perform duties outside their traditional disciplines, and we are ideally seeking an individual that has the ability to flex into other areas of the business as required.


Key Tasks and Responsibilities

  • Work closely with project/account managers on customer-specific initiatives that involve data translation or integration development.

  • Work independently to coordinate and solve highly complex technical data communication and transformation issues.

  • Analyze customer data specifications and provide gap analysis.

  • Create documentation for future reference, training and support purposes.

  • Provide customers or internal teams with support on technical integration issues. Assist others in development.

  • Write transition plans to move development work into various environments.

  • Facilitate training on integration techniques and methods, including creation of documentation for such training.

  • Learn and master MRG products in order to solve customer business challenges as a configuration and implementation lead

  • Consult with mortgage lender business and technical resources to produce business requirements and functional design documents as an implementation lead

  • Partner with customer business teams to understand business objectives and integration requirements using both business and technical skills

  • Estimate the effort required to configure MRG products

  • Collaborate with MRG technology teams to share customer requirements, influence product priorities and further enhance MRG core product features

  • Plan and execute integration testing and user acceptance testing of customer implementations

  • Utilize various project methodologies as part of implementing MRG products for mortgage lenders


Position Requirements

  • Demonstrated knowledge of the mortgage industry, with 5-7 years prior experience with mortgage origination systems, data integrations, and/or custom implementations

  • 5-10 years of progressive experience including project management, technology delivery, full lifecycle package software implementations, and customer interface roles

  • Project management experience (scope control, budgeting, estimating and resource management)

  • Experience creating and implementing plans and procedures

  • Ability to identify and analyze system issues and effectively communicate findings to the development team, company leaders, and clients

  • Excellent problem- solving skills

  • Ability to use sound judgment and discretion in dealing with confidential information

  • Ability to challenge teams and clients to improve or deliver against results by non-confrontational means

  • Ability to coach clients and staff into creation of sufficient materials to develop quality services, interface, and client outcomes

  • Ability to propose creative technical solutions to challenging problems and communicate technical concepts and specifications clearly and efficiently

  • Ability to work with a variety of customers from different departments in large and small groups.

  • Adaptable to various work settings and able to serve in an advisory/leadership role

  • Strong personal initiative and ability to execute with minimal oversight

  • Experience working in a dynamic environment wearing many hats


Nice To Haves

  • Prior experience with configurable software such as Salesforce, Zendesk, or related operational management systems

  • Experience with Scrum or other Agile methodologies

  • Background working with financial institutions in a customer facing role

  • Hands-on technical configuration experience (examples include screen/user interface, application settings or parameters, branding, etc.)


Compensation and Benefits
In addition to a competitive base salary, candidate will be eligible for incentive pay as well as a full range of health benefits, vacation plan, and 401k plan.