This role leads the Commercial Card Implementation strategy, managing client onboarding, product enablement, operational risk, and cross-functional teams to enhance client experiences and revenue generation.
Overview:
Leads end-to-end Commercial Card Implementation (CCI) strategy and execution, overseeing client onboarding, pipeline acceleration, operational risk management, participates in product and fintech launches. Serves as a cross-functional leader partnering with Sales, Product, Solution Delivery, Risk, and fintech partners to accelerate time to revenue and deliver scalable, high-quality client experiences.
Primary Responsibilities:Client Implementation & Delivery
- Lead complex and high-value client implementations, including structured kickoff calls, site visits, and end-to-end onboarding.
- Oversee delivery of platform and technical installs (e.g., Online Client Facing program management platforms, Payables Automation platforms, QuickBooks integrations).
- Ensure consistent, high-quality onboarding experiences that drive adoption and satisfaction.
Product & Fintech Enablement
- Partner with Product Management to operationalize new and enhanced products.
- Lead CCI workstreams for fintech initiatives, including training, readiness, and risk/control requirements.
- Maintain deep platform expertise to support delivery and reduce dependency on Product teams.
Pipeline, Deal Execution & Revenue Acceleration
- Actively manage pipeline pull-through with Sales to resolve stalled or complex deals.
- Drive reductions in documentation and credit cycle times.
- Achieve and sustain a 90%+ deal completion ratio and faster client time to revenue.
Operational Excellence, Risk & Audit
- Own operational risk management across CCI with strong controls and governance.
- Lead audit engagements, targeting at minimum, “effective” ratings across all functions.
- Ensure accuracy, compliance, and zero-defect performance in operational activities.
Team & Cross-Functional Leadership
- Build and develop CCI capacity, including hiring and onboarding new resources.
- Strengthen coordination across CCI, Product, Pricing, and Solution Delivery teams.
- Support scalable execution through improved validation and workflow efficiency.
Executive Communication & Client Servicing
- Represent CCI in Monthly Business Reviews, providing clear visibility into performance, risks, and outcomes.
- Maintain high service levels for assigned high-value clients.
Success Measures
- Reduced onboarding and implementation cycle times
- 90%+ deal completion ratio
- Successful product and fintech launches
- Clean audit outcomes
- High client satisfaction and adoption
Bachelor’s degree and a minimum of 7 year relevant experience,
OR lieu of a degree,
A combined minimum of 11 years higher education and/or work experience including 3 years relevant experience
9 years supervisory/operations experience
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