Implementation & Training Analyst
Role Overview
This customer-facing role helps credit unions through major system conversions, software implementations, and post-go-live support.
The analyst designs and delivers training for partners transitioning to the Symitar Core Processing system and other specialized financial products.
The role combines instructional design, technical implementation, and customer engagement; accounting and general-ledger knowledge are important.
Key Skills for This Role
Full Job Posting
Role overview
This customer-facing role helps credit unions through major system conversions, software implementations, and post-go-live support.
The analyst designs and delivers training for partners transitioning to the Symitar Core Processing system and other specialized financial products.
The role combines instructional design, technical implementation, and customer engagement; accounting and general-ledger knowledge are important.
What you'll do
- Develop and deliver in-person, virtual, and recorded training for core conversions and Synergent products.
- Create training plans and guide credit union staff through adopting new platforms.
- Partner with Business Analysts and Project Managers to understand system configurations and translate them into effective training.
- Produce manuals, guides, job aids, and evaluation tools for standard and custom programs.
- Guide credit union staff through setup, configuration, troubleshooting, and go-live processes for conversions and mergers.
- Test system functionality and resolve issues before launch.
- Travel to provide hands-on support during go-live events and training engagements, approximately 50% of the time.
- Manage the 45-day post-conversion support period, triage issues, and coordinate follow-up tasks.
- Maintain knowledge of Synergent products and attend training to remain proficient.
What you bring
- Strong working knowledge of accounting practices and experience with general-ledger setup.
- Ability to support the business from both the customer perspective and internal operations.
- Ability to coordinate with internal teams and external partners.
- Proficiency in business process discovery, modeling, and performance management.
- Ability to create clear, visually appealing training materials.
- Comfort with standard PC programs and ability to learn new systems quickly.
- Strong communication, organization, prioritization, adaptability, and critical-thinking skills.
- Ability to work independently and collaboratively.
Travel and work setting
- The role includes in-person and online training and approximately 50% travel for onsite go-live support and training engagements.
Why join Synergent
The role supports credit unions through important technology transitions and helps their teams adopt systems confidently.
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