Implementation Manager with Artificial Intelligence, Eltropy
New College Graduate
Office located in Santa Clara, CA
Unified conversation platform for credit unions & community banks
Be an early applicant
Unified conversation platform for credit unions & community banks
201-500 employees
Be an early applicant
Office located in Santa Clara, CA
201-500 employees
Company mission
Top create a world where millions of people can access the best financial products & services, anytime, anywhere.
Role
Who you are
- We are looking for enthusiastic entry level candidates for this role
- Examples of successful enterprise SaaS configuration, user training and project delivery
- Fundamental knowledge of SaaS applications, basics of DNS administration and IT networking (VPN, SFTP)
- Financial services SaaS and IT experience
- Excellent written and verbal communication skills
What the job involves
- Our New College Graduate (NCG) - Implementation Managers utilize strong project management, technical problem solving, negotiation and customer experience skills to Onboard new customers and users, Design, test and bring live AI Agents (voice and chat), Explain, implement, test and bring live our most complex integrations
- Successful Implementation Managers work closely with customers and Eltropy’s Product Operations team using a well-developed methodology and understanding of financial services systems and business processes
- Customer implementation project management
- Plan, coordinate, and execute multiple concurrent customer implementations of Eltropy’s platform, AI Agents and integrations with other financial systems
- Accelerate implementations by developing and using Eltropy onboarding automation system templates, documentation, in-app tutorials and recorded online trainings
- Generate and drive project plans, meeting agendas, and custom documentation
- Create and configure SaaS instances
- Troubleshoot implementation issues in concert with technical experts
- Measure number, duration and CSAT of completed live implementations using
- Use-case and industry knowledge
- Learn all use cases applicable to each assigned customer
- Learn all released Eltropy communication, AI and integration products to a level at which you can demo them and train customers to implement and use them
- Learn fundamentals of Community Financial Services - lending, savings, member/consumer growth, compliance, security, technology vendors, share of wallet, etc
- Educate customers and Eltropy employees on use cases
- Referenceable customers
- Ensure that customers will serve as positive references of Eltropy after go-live
- Measure and track CSAT collected by Eltropy systems
- Customer training
- Record e-webinars to train customers how to implement all channels, features and automations
- Use Walk Me in-app tutorials to train all new users how to use the Eltropy application
- Customize training content and deliver it for specific customers when needed
- Voice of the customer
- Drive onboarding customers’ product-, technology- and service needs internally within Eltropy. During implementation, advocate internally on behalf of the customer to ensure that the user experience of customers’ employees (Users) and consumers (Contacts) is simple, effective, intuitive, user-friendly and flawless
- Integration demos
- Demo integrations and features to customers
- Release testing
- Test all staging- and production releases
- Accept or reject each tested release candidate
- Security responsibilities
- Adhere strictly to Eltropy’s policies and procedures related to security, confidentiality, availability and privacy
- Attend all trainings and awareness sessions related to security
- Report security events and incidents promptly through available channels of Eltropy
- Adhere to approval and authorization processes while handling, accessing, sharing, storing or processing Eltropy’s confidential information or data or personal data or customer information
- Responsibly and accountably handle sensitive information, protect access credentials, and manage data and information
Our take
Eltropy is on a mission to lead financial institutions (FIs) into the digital revolution with its communications platform, enabling FIs to engage with customers securely and in full compliance. Already trusted by over 650 credit unions and community banks - including First Alliance and FiCare -the company is making waves in the sector.
As the demand for secure customer interactions continues to rise, Eltropy has seen a surge in adoption of its solutions. A strategic investment from K1 in 2021 fuled the company's ability to scale operations and enhance its digital communications platform, positioning it to meet the growing demand.
And in 2023, it expanded its footprint further, partnering with banks like TruWest to roll oput advanced video banking solutions, including the fraud-busting 'video verify'. Additionally, a collaboration with the automated origination platform, Origence, is improving communication across the credit industry, helping institutions stay ahead in an increasingly digital world.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Company benefits
- Generous time off: Recharge and reconnect with generous paid company holidays
- Work-life balance: Open communication, support, and resources for maintaining balance
- Own your success: Be a part of Eltropy's growth story with generous ESOPs
- Family matters: Put your family first with paid parental leaves & team support
- Perks you'll love: Reimbursements, office lunch, & beautiful new office spaces
Company HQ
Santa Clara, CA
Leadership
Ashish Garg
(Co-Founder & CEO)Previously co-founded Oodio.net, acting as a Board Member. Experience as CEO for BITS Pilani Alumni Association.
Chandra Bhople
(Co-Founder & CTO)Previously co-founded and acted as Director for Business & Engineering Schools.
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