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The role
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.
What you’ll do:
- 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
What you’ll need:
- Bachelor’s degree in Finance, Business, or related field
- 3–5+ 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
- 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.
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our
Benefits at SoFi page!
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.