Cash Management Implementation Manager

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. 

By joining SoFi, you're joining a new kind of finance company based around speed, transparency, and alignment with our members’ interests. Our goal is to be the center of our members’ financial lives. We created student loan refinancing, addressing the biggest financial challenge this new generation has through a new approach to lending. We expanded into other types of loans, and then into insurance and wealth management with similarly inventive products. As the company has grown, we’ve been able to help more people with these tools.

• →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

The hours of the position will be 8:00am – 5:00pm, Monday through Friday.  These hours may change as volumes increase to meet daily deadlines. 

• Bachelor’s degree in Finance, Business, or related field
• 3+ years of experience in:
• Treasury services / cash management
• Commercial banking operations
• Implementation or onboarding roles
• Strong understanding of:
• Payment systems (ACH, wires, SWIFT)
• Commercial banking products 
• Project management (often Agile or waterfall hybrid)
• Client-facing communication and stakeholder management
• Problem-solving and issue resolution
• Attention to detail (critical for entitlements and setup accuracy)
• Ability to manage multiple priorities in a deadline-driven environment