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Candescent

Client Solutions Consultant

Reposted 4 Days Ago
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Remote
Hiring Remotely in Washington, USA
Mid level
Remote
Hiring Remotely in Washington, USA
Mid level
The Client Solutions Consultant supports implementation of Candescent's banking solutions by gathering requirements, training clients, and ensuring customer satisfaction during projects.
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Candescent is a forward-thinking technology company transforming how financial institutions deliver Intelligent Banking experiences. We unite digital banking, account opening, and branch solutions that power and connect digital banking, account opening, and branch solutions—creating seamless engagement across digital, remote, and in-person channels.

Our Experience-Led, Intelligence-Driven approach combines human-centered design with data, automation, and cloud-based innovation. Built on an API-first architecture, our extensible ecosystem enables institutions to adapt quickly, integrate easily, and unlock new opportunities for growth—turning every customer interaction into a moment of clarity, confidence, and connection.

The Client Services Specialist or CS Specialist is part of an Implementation consulting team of associates supporting Candescent ’s suite of hosted banking related solutions. The Candescent solution operates on several technology stacks and utilize technologies such as Kubernetes, Windows, Linux, Postgres, SQL and Oracle databases and are hosted in the cloud (GCP and AWS).   

The CS Specialist is required to review with the client their business needs and to gather application requirements, provide training on the operation of the Candescent Digital First Banking solutions and provide technical assistance in a very active and dynamic role. This role will require you to take ownership of the business consulting, requirements gathering and training part of the project and the ability to produce successful results for both Candescent and our customers.  

The CS Specialist will be directly responsible to the customer satisfaction as it relates to the delivery aspects of assigned projects.  The ability to properly communicate and set customer expectations, deliver on commitments, and manage through multiple high-priority issues simultaneously is critical.   The consultant will be expected to help with presale activities including assisting with defining effort to support pricing and talking to customers and/or account teams as needed. 

Required Qualifications:   

  • Must have worked or experience within the financial institution or the fintech industry. 

  • Must have excellent communications skills; the majority of the job is performed on MS Teams, sometime audio and sometimes video. 

  • Must have the desire to train the customer in aspects of the solution and supporting the customer during the execution of their test plans, as well as the early production periods to ensure that all systems are functioning properly. 

  • Must have good organizational and documenting skills for all types of communications, installations, troubleshooting and interactions for all engagements with customers and partners. 

  • Must be able to gather information for implementation requirements at the start of a project, while assisting customers to identify gaps and find solutions that meet their needs. Documenting the customer’s system configuration to ensure the customer and Candescent Software Support Services team has the information needed for long term support. 

  • Must be a team player and enjoy working within a team structure. 

  • Should have worked in a financial institution item processing or balancing environment. 

  • Should have the conversational understanding of cloud solutions, Google Cloud, VPN’s, web connections and certificates, to consult with customers in a confident manner. 

  • Should exhibit leadership qualities to provide direction and insight to both team members and customers for complex and time constrained issues. 

  • Willing to assist with issue analysis and resolution and system performance testing. 

  • Willing to adapt and learn new technologies, to meet product and customer needs. 

  • Willing to participate in after-hours upgrades and system maintenance on occasion 

  • Willing to work with a geographically dispersed team, handle periods of high pressure, and manage multiple high priority tasks while meeting customer expectations  

  • Travel will be required throughout the US and Canada, on occasion. 

Work history and/or education requirements: 

  • Bachelor’s Degree in a Business Discipline or equivalent work experience is required. 

  • 3+ years working experience with financial institution or the fintech industry.     

  • 3+ years working item processing and banking back office balancing 

  • Experienced in system administration and/or Production IT support. 

  • Proficiency in Microsoft Business Suite: Powerpoint, Word, Excel Teams 

Statement to Third Party Agencies
To ALL recruitment agencies: Candescent only accepts resumes from agencies on the preferred supplier list. Please do not forward resumes to our applicant tracking system, Candescent employees, or any Candescent facility. Candescent is not responsible for any fees or charges associated with unsolicited resumes.

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