Implementation Specialist

About this role

Alkami is the digital sales and service platform provider for U.S. banks and credit unions. Our unified Platform integrates onboarding, digital banking, and data and marketing—each solution can stand alone, but together they deliver more—to help institutions onboard, engage, and grow relationships. As the future shifts toward Anticipatory Banking, we help data-informed bankers meet the moment with technology that drives action.

Founded in 2009, we continue to be recognized for our intentional culture and tremendous growth (Best Place to Work in Fintech; Best & Brightest to Work For Nationally; and Comparably’s Best Company Culture, Best Career Growth, Best Engineering Team, and Best Places to Work in Dallas, among others). We’re building a culture where each Alkamist can perform to their highest potential, and we’re always on the lookout for the best and brightest minds. If you’re ready to experience the power of alchemy - transforming the ordinary into the extraordinary - come join one of the fastest growing SaaS companies in the U.S.

As a remote-first company, most of our positions can be remote in the US, except for key roles, which will be indicated in the Job Title.

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The Implementation Specialist is responsible for delivering high-quality software implementation services by configuring Alkami products, supporting testing activities, and guiding customers through implementation milestones and user acceptance testing processes. This role collaborates closely with customers, vendors, and internal teams to coordinate configuration activities, collect and validate implementation requirements, troubleshoot implementation issues, and ensure successful software delivery aligned with project objectives and customer expectations. The position applies technical, organizational, and customer service skills to support implementation readiness, monitor progress, and maintain documentation, and contribute to a positive customer experience throughout the implementation lifecycle. The Implementation Specialist operates with moderate autonomy while managing multiple implementation activities and contributing to successful project execution across assigned customer engagements

 Essential Duties & Responsibilities 

● Configure and customize Alkami software products by applying implementation requirements and customer-specific settings to support testing, training, and launch readiness activities ● Coordinate implementation activities with customers, third-party vendors, and internal teams by managing configuration tasks, issue tracking, structured vendor communications, and project-related communications throughout implementation engagements ● Support customer onboarding, live-client implementation activities, and user acceptance testing activities by guiding customers through testing processes, validating configurations, and ensuring alignment with project milestones and operational readiness requirements ● Perform functional and integration testing by executing test scenarios, validating expected system behavior, and documenting testing outcomes and identifying issues that require follow-up or escalation ● Troubleshoot configuration and usability issues by analyzing implementation challenges, resolving routine technical problems, and escalating complex issues to appropriate technical resources when necessary ● Collect and validate configuration data from customers and third-party vendors by ensuring required implementation information is complete, accurate, and aligned with project specifications ● Participate in customer and vendor meetings by providing implementation updates, communicating issue resolution progress, and supporting stakeholder alignment throughout project execution ● Track implementation progress by monitoring configuration activities, testing milestones, issue resolution efforts, and project dependencies and escalating risks when necessary ● Maintain project-related implementation documentation by recording configuration details, testing outcomes, issue logs, customer and vendor communications, and process updates throughout the implementation lifecycle ● Support project billing activities by accurately tracking implementation-related add-on sales, documenting billable activities, and coordinating invoicing information as required ● Develop product expertise by maintaining knowledge of assigned Alkami Treasury Management products, including ACH and positive pay, integrations, implementation procedures, and platform enhancements to support customer onboarding, issue resolution, and functional ownership expectations ● Collaborate with internal implementation, support, and product teams by communicating customer feedback, implementation challenges, and operational improvement opportunities ● Manage multiple implementation priorities by balancing customer requests, testing activities, issue resolution efforts, and project deadlines across concurrent engagements ● Apply implementation standards and operational procedures by following established workflows, quality expectations, and customer service practices throughout implementation delivery ● Contribute to continuous improvement initiatives by identifying recurring implementation challenges and recommending process, workflow, or documentation enhancements that improve implementation efficiency and customer experience ● Support designated product or functional ownership areas by maintaining working knowledge of implementation processes, identifying recurring issues, and contributing feedback that improves delivery consistency for customers and internal teams.

Recommended Experience & Education  Minimum Years of Experience  1–3 years of experience supporting software implementations, customer onboarding initiatives, configuration management, testing activities, or technical support operations within SaaS, fintech, banking technology, or related environments .  Education Level Associate

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