ORS Partners

Implementation Specialist

Job Locations US
Posted Date 1 month ago(9/1/2022 8:50 AM)
Client & Job Location : Postal Code
Job ID
# of Openings
Account Management / Customer Success
Regular Full-Time


We are looking for an energetic and organized Implementation Specialist to join our organization. The responsibilities of the Implementation Specialist include onboarding new BMTX clients and supporting client-driven change requests.  This role also includes achieving implementation milestones and tasks and maintaining documentation. The ideal candidate is a self-motivator, has excellent time management and communication skills, and has a passion for tackling challenging and evolving projects. This person must have the ability to juggle multiple high intensity programs at the same time and use thoughtful consideration to changes or requests. This candidate must be highly organized and a stickler for the details. The role may require some travel.


  • You Will:

    • Work directly with clients to implement BMTX’s BankMobile Disbursements program (refund management), adding additional services or making changes to existing services.
    • Master all aspects of the BankMobile Disbursements program regarding its functionality and associated technologies
    • Develop into and serve as subject matter expert in BankMobile Disbursements program
    • Manage complex projects often involving multiple internal and external partners
    • Adhere implementation milestones with established BMTX methodology and standards
    • Escalate project issues, managing expectations, and proposing creative solutions in order to achieve milestones
    • Maintain implementation plans, documents such as agendas/minutes, and reports
    • Continually seek and capitalize on opportunities to increase productivity



  • Qualifications:

    • Must be proactive, highly detailed, organized and results driven
    • Effective teamwork, follow up, and professional/positive communication to all levels within and outside the organization
    • Self-discipline and determination to meet and exceed goals and implementation deadlines
    • Must exhibit flexibility and ability to multi-task in a fast-paced environment
    • Ability to listen and understand client needs and pain points
    • Ability to think creatively, critically, and strategically to improve project workflow
    • Advance time management and analytical skills
    • Excellent verbal and written skills
    • Impeccable interpersonal skills, including communication, presentation, persuasion, and influence
    • Strong organizational skills, including efficiency, punctuality, and collaboration in a team environment
    • Ferocious attention to detail
    • Confidence to present and lead teams over the phone, via webinar, or in-person
    • Working knowledge  of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, etc)
    • Bachelor’s Degree required

    Additional Information

    BMTX will provide consideration for employment to qualified applicants without regard to their race, color, religion, national origin, sex/ gender, sexual orientation, gender identity, protected veteran status or disability.




    We look after our teammates and ensure that they can perform at their best. That's why in addition to joining our team, you'll have access to:

    • Generous PTO
    • A competitive salary
    • Health, dental, vision and voluntary life insurance
    • Telemedicine, Care@work, critical illness and group accident plans
    • Generous 401(k) match
    • Paid parental leave
    • Remote work opportunities
    • 12 Holidays which includes a mental health day!
    • Tuition Reimbursement program
    • and lots more!


    More About BMTX

    BM Technologies, Inc. (NYSE American: BMTX)—formerly known as BankMobile—is among the largest digital banking platforms and Banking-as-a-Service (BaaS) providers in the country, providing access to checking and savings accounts, personal loans, credit cards, and financial wellness. It is focused on technology, innovation, easy-to-use products, and education with the mission to financially empower millions of Americans by providing a more affordable, transparent, and consumer-friendly banking experience.

    BM Technologies (BMTX) currently has approximately two million accounts and provides disbursement services at approximately 750 college and university campuses (covering one out of every three college students in the U.S.).

    The BM Technologies (BMTX) digital banking platform employs a multi-partner distribution model, known as “Banking-as-a-Service” (BaaS), that enables the acquisition of customers at higher volumes and substantially lower expense (CAC = less than $10) than traditional banks, while providing significant benefits to its customers, partners, and business.

    BM Technologies, Inc. (BMTX) is a technology company and is not a bank, which means it provides banking services through its partner bank. More information can also be found at www.bmtx.com.

    BMTX recently announced the signing of a definitive agreement to merge with First Sound Bank, a Seattle, Washington-based business bank. The combined company, to be named BMTX Bank, will be a fintech-based bank focused on serving customers digitally nationwide. The transaction is subject to regulatory approvals and other customary closing conditions and is expected to close in the second half of 2022.



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