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Social Finance, Inc.

Cash Management Specialist

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Job Description

Job Description Help for Job Description. Opens a new window. 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 you'll 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