TravelBank Implementation Specialist

Company: Us Bank
Location: San Francisco
Posted on: June 2, 2025

Job Description:

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.Job DescriptionImplementation Specialists are responsible for onboarding new middle market customers onto TravelBank's solution.Responsibilities include: consultation to determine the best configurations for the client's business needs; configuring the software with and for the customer; working with internal teams on complex technical integrations; tracking, managing and providing regular updates on the progress of an implementation project; ongoing communication with client-side and internal stakeholders throughout the process.What you'll do:

• Provide deep, consultative experience to your clients
• Leverage your deep product expertise to share best practices on how your customers may maximize value from their investment in TravelBank
• Acquire technical product knowledge through training, self-directed research and testing, and internal consultation
• Lead client-facing kick-offs, requirement gathering sessions and configuration review meetings
• Partner with internal and external technical teams to coordinate custom integration work
• Report on project status and blockers to Customer Success leadership during weekly meetings
• Train clients to a point where they are able to operate self-sufficiently and confidently on TravelBank's platform
• Conduct webinars and group training sessions to onboard our smaller, more
• independent customers
• Share innovative ideas with peers and leadership on how to further enhance our thinking and focus on operational efficiency and innovation
• Cross-functionally collaborate with the Customer Success Management team to understand the client needs and requirements to ensure a timely and complete implementation processWhat we're looking for:
  • 3+ years of implementation, customer success, or customer support experience, preferably within the travel industry
  • Strong preference with knowledge of accounting/finance systems (e.g., Netsuite, Sage, QuickBooks) and accounting practices (e.g., monthly close, expense management, audit processes). If the prior knowledge isn't there, this role must have the drive and aptitude to quickly get up to speed on core accounting concepts and processes.
  • Meticulous attention to detail such as workflow and processes
  • Strongly motivated to stretch outside of comfort zone to tackle new tasks and situations
  • Strong interpersonal skills including clear communication and collaboration; ability to coach and train customers effectively
  • Competence and comfort presenting to C-level executives
  • Highly organized individual with the ability to handle multiple projects simultaneously on tight timelines
  • Growth mindset with drive to continuously improveBasic Qualifications
    • Bachelor's degree, or equivalent work experience
    • Eight to ten years of experience in project management activitiesHybrid/flexible schedule: Multi-State plus Toronto, CanadaThe role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our.Benefits:Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
      • Healthcare (medical, dental, vision)
      • Basic term and optional term life insurance
      • Short-term and long-term disability
      • Pregnancy disability and parental leave
      • 401(k) and employer-funded retirement plan
      • Paid vacation (from two to five weeks depending on salary grade and tenure)
      • Up to 11 paid holiday opportunities
      • Adoption assistance
      • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawU.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.E-VerifyU.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the.The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00 - $136,400.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.Posting may be closed earlier due to high volume of applicants.
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Keywords: Us Bank, Livermore , TravelBank Implementation Specialist, Accounting, Auditing , San Francisco, California