Job description

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. 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! SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. We are unable to accommodate remote work from Hawaii, Alaska or Puerto Rico at this time. 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.

Requirements

Must-haves

Employee Applicant Privacy Notice
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
Bachelor’s degree in Finance, Business, or related field
Treasury services / cash management
Commercial banking operations
Implementation or onboarding roles
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.

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

goswiftagile

Platform: greenhouse
Effort: quick