ApplySarthiCash Management Specialist
SoFi
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Preparing for this interview
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Questions you are likely to be asked
- Why do you want to join SoFi?
- What is your experience with Agile? Tell me one thing you learned the hard way.
- Tell me about a problem you solved at work that you are proud of.
- Tell me about a time you disagreed with your manager. What happened?
- Where do you want to be in three years?
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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.
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Listed on greenhouse · posted 2026-09-29. ApplySarthi collects openings and links to application pages; the role is advertised by SoFi, not by us.