Sharetec is looking for a Core Services Specialist to join our team!
At Sharetec, we believe in a people first business. We have the opportunity to make millions of peoples’ lives easier by developing innovative solutions for credit unions and their credit union members to utilize on a daily basis. Not only do our customers rely on us to deliver powerful core banking software and financial services technology, but they also count on us to be a caring partner in their business.
As a key member of our Professional Services Implementation team, the Core Services Specialist will be assigned to a variety of multiple concurrent software implementation projects. Responsibilities include working directly with credit union clients, third party vendors and other Sharetec employees. A Core Services Specialist needs to be able to perform assigned tasks independently and meet deadlines. The Core Services Specialist is a position in which guidelines, structure, and established policies must be followed closely, while working with and for others.
This is a full-time exempt position with the flexibility to be based in one of three office locations (Fort Wayne, IN; Canfield, OH; Waco, TX) or remotely, provided the candidate is based in the specified states (list provided below). The role involves an expected travel commitment of approximately 50%. The starting salary for this position is $60,000 - $70,000.

Essential duties and responsibilities will include:

• Develop an understanding for project issues and practical issues faced in the implementation of a new core system.
• Throughout the project, develop expertise to answer questions and guide the client in the use of the system.
• Follow installation standards, project plans, and related documentation to ensure a high level of success during the software implementation process
• Under general supervision, analyze and determine business requirements and provide detailed specifications to programming.
• Interpret client’s existing systems and workflows through and including the balancing of daily files.
• Verify setups and changes made to ensure they meet the customer requirements.
• Build, convert, troubleshoot and validate data import into the Sharetec software from various sources.
• Develop skill set to provide training to the client before, during and after changes, including the correct use of the Sharetec system and on-line terminal assistance
• Communicate progress and any potential problems to Project Manager and/or Core Services Manager or Director of Software Services awareness and/or resolution.
• Work closely with Credit Union staff, third party vendors and internal resource groups to optimize and enhance our project process
• Use independent judgment to make decisions based on precedents and established guidelines.
• Solve problems using standard procedures and precedents
• Acts as an onsite resource during conversion and answers questions, trouble shoots problems as they occur, supports implementation of new procedures, conducts last minute training if necessary and provides support during conversion week.
• Develop skill set to provide training for new employees, advanced training classes, and webinars.
• Participate in post-project review of success and be able to adjust future deliverables based on past projects. Leverage lessons learned regarding client software implementation experiences to assist in developing and refining implementation processes and documentation.
• Continuously help design, improve, document and maintain project processes
• Assist other departments with trouble-shooting, testing and training of system functionality.
• Perform other duties as assigned by Project Manager or Implementation Manager

General Duties and Responsibilities:

• Complete assigned tasks by project due dates.
• Be cross-trained in the areas of accounting, teller, lending, online services, and data in order to tag team with fellow specialists to deliver a successful project.
• Conduct onsite and virtual learning experiences to familiarize new clients with the Sharetec product suite.
• Work together with the client to troubleshoot software related needs that occur during go-live.
• Travel to client sites with teammates throughout the project timeline.
• Work collaboratively with team members from across the Sharetec platform

Qualified candidates should have:

• A desire to help teammates to ensure project success
• An Associates Degree or higher, or related work experience
• A valid driver’s license the ability to travel both domestically and internationally, rent vehicles, and drive and/or fly and drive to client sites is required
• 2+ years direct client functions in the financial services industry is preferred
• Experience working with customer stakeholders to deliver project requirements
• Experience juggling multiple tasks with varying due dates.
• Passion for creating high quality user experiences
• Ownership mentality and ability to handle projects through to completion

Why Sharetec:
Acquired by Evergreen Financial Services Group (EFTG) in late 2020, Sharetec is now marching toward rapid growth and expansion into new markets. We are a team of highly focused and dedicated individuals who stop at nothing to achieve success no matter how great or small the challenge; we are also a unique bunch of people that love to work and play together. We do our best to make fun a basic part of every day.
Sharetec offers a robust benefits package, including competitive salaries, medical, dental, vision, life and disability coverage, Paid Time Off (PTO), paid holidays - including your birthday off! -, $1,000 employee referral program, 401(k) and 401(k) matching. We like to put the fun in the funds with department and company outings like paid food trucks, baseball games, bowling, and riverboat cruises.
Sharetec is an equal opportunity employer.
REMOTE CANDIDATES: This position is open to candidates residing in the following states: Alabama, Arizona, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin. We cannot consider candidates who reside in other states at this time.
Please note that applications from candidates outside of these states will not be considered for this remote position.
Keywords: Core Banking Software, Credit Union Technology, Credit Union Software, Banking Software Implementation, Financial Services Technology, Fintech Implementation, Implementation Specialist, Client Onboarding, Systems Analyst, Business Analyst, Data Migration, Data Conversion, Software Training, End-User Training, UAT Testing, Go-Live Support, Customer Success, Project Coordinator, Financial Services Industry, Banking Operation

Essential duties and responsibilities will include:

• Develop an understanding for project issues and practical issues faced in the implementation of a new core system.
• Throughout the project, develop expertise to answer questions and guide the client in the use of the system.
• Follow installation standards, project plans, and related documentation to ensure a high level of success during the software implementation process
• Under general supervision, analyze and determine business requirements and provide detailed specifications to programming.
• Interpret client’s existing systems and workflows through and including the balancing of daily files.
• Verify setups and changes made to ensure they meet the customer requirements.
• Build, convert, troubleshoot and validate data import into the Sharetec software from various sources.
• Develop skill set to provide training to the client before, during and after changes, including the correct use of the Sharetec system and on-line terminal assistance
• Communicate progress and any potential problems to Project Manager and/or Core Services Manager or Director of Software Services awareness and/or resolution.
• Work closely with Credit Union staff, third party vendors and internal resource groups to optimize and enhance our project process
• Use independent judgment to make decisions based on precedents and established guidelines.
• Solve problems using standard procedures and precedents
• Acts as an onsite resource during conversion and answers questions, trouble shoots problems as they occur, supports implementation of new procedures, conducts last minute training if necessary and provides support during conversion week.
• Develop skill set to provide training for new employees, advanced training classes, and webinars.
• Participate in post-project review of success and be able to adjust future deliverables based on past projects. Leverage lessons learned regarding client software implementation experiences to assist in developing and refining implementation processes and documentation.
• Continuously help design, improve, document and maintain project processes
• Assist other departments with trouble-shooting, testing and training of system functionality.
• Perform other duties as assigned by Project Manager or Implementation Manage

General Duties and Responsibilities:

• Complete assigned tasks by project due dates.
• Be cross-trained in the areas of accounting, teller, lending, online services, and data in order to tag team with fellow specialists to deliver a successful project.
• Conduct onsite and virtual learning experiences to familiarize new clients with the Sharetec product suite.
• Work together with the client to troubleshoot software related needs that occur during go-live.
• Travel to client sites with teammates throughout the project timeline.
• Work collaboratively with team members from across the Sharetec platfor