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Job Description
Implementation Specialist CPI Card Group life insurance, short term disability, long term disability, tuition reimbursement, 401(k), remote work United States, Tennessee, Nashville Jun 17, 2026 Implementation Specialist
Job Locations US-TN-Nashville Job Category Operations
ID 2026-11176
Shift US - Weekday days Overview The Implementation Specialist I manages a portfolio of assigned Card@Once 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 Card@Once 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 www.cpicardgroup.com.
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.