As the Client Implementation Project Manager, the individual is responsible for leading the end‑to‑end implementation of Treasury Management solutions for Commercial Banking clients. This role serves as the primary implementation owner and client point of contact, partnering closely with Sales, Product, Operations, Technology, and Support teams to deliver a seamless onboarding and go‑live experience. This role is designed to elevate the client implementation experience by combining strong project management discipline, deep treasury solutions knowledge, and a high‑touch, concierge‑style approach to client engagement.
Primary responsibilities include
Lead the end-to-end implementation of Treasury Solutions products for Commercial clients, including planning, configuration, training, testing and go-live.
Coordinate with internal Citizens teams to align implementation goals and client expectations.
Act as the primary point of contact for clients throughout the implementation project life cycle – from kick-off through go-live.
Review deliverables, validate configurations and ensure solutions meet business and technical acceptance requirements.
Manage multiple concurrent implementations, ensuring adherence to scope, timeline and budget.
Build relationships across various teams (Product, Sales, Support, Onboarding & Implementation SMEs) to facilitate seamless solution delivery
Manage updates per client requirements
Maintain up to date project documentation for internal and client communications throughout implementation.
Monitor project milestones and update schedules to reflect implementation progress
Escalate delays or roadblocks to relevant stakeholders and drive resolution
Continuously manage and exceed client expectations
Proactively identify risks, manage concerns and ensure a high level of customer experience.
Qualifications, Education, Certifications and/or Other Professional Credentials
Required Qualifications
Strong implementation or project management experience in finance, technology, software or ERP software
Solid understanding of Treasury Management banking solutions and operations
Strong, proven high level of customer service
Excellent communication, stakeholder management and problem-solving skills
Outstanding organizational skills, detail oriented, and ability to balance multiple sophisticated relationship/projects simultaneously in a fast-paced environment
Experience working with Mid-market and Mid-corporate commercial segment preferred
Ability to collaborate and partner with internal and external cross-functional teams for seamless implementation of clients’ solutions resulting in high client satisfaction
Ability to manage multiple priorities and deliver results in a deadline-driven environment
Ability to travel 30+% of time
Bachelor’s degree in business, Finance, Accounting, Information Technology or related field
PMP certification highly preferred
Strong understanding of project lifecycle methodologies (Waterfall, Agile)
Hours & Work Schedule
- Hours per Week: 40
- Work Schedule: M-F 4 days in office, 1 remote
About Us
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
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Citizens Boston, Massachusetts, USA Office
28 State St, Boston, MA, United States, 02109
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