Salesforce Administrator

• Manage and administer multiple applications - Salesforce Service Cloud, Experience Cloud and Salesforce Integrations
• Work with Q2 business groups to define enhancements for key objectives and initiatives
• Lead business requirements gathering and process mapping sessions
• Perform hands-on technical design, prototyping, proofs-of-concept, and development
• Demonstrate leadership and technical expertise both by utilizing out of the box features and presenting custom solutions on the Salesforce platform
• Create Flows to further customize Salesforce to meet specific use cases, including the use of high-quality practices, validation testing, end user testing, and complete documentation
• The ability to guide, collaborate, and communicate effectively with cross-functional business teams and with peers on the Business Applications Management team.
• Build reports, automation, and dashboards that provide comprehensive and actionable business intelligence
• Stay informed on leading industry trends and Salesforce best practices; builds and maintains subject matter expertise on new releases and enhancements that may benefit Q2.
• Continuing education to advance skills, which may include a combination of self-study and instructor led trainings, seminars, certifications, etc.
• Build cross-training programs (scoping, discovery, configuration, documentation, and training)
• Participate in DevOps/release management
• Identify unused or underutilized platform features to identify business opportunities and drive adoption
• Work using Agile Methodologies with knowledge of JIRA tools

Senior Salesforce Administrator – Service Cloud

Administration

• Manage contract lifecycle management/legal matter intake systems: triage requests as they come in; assign requests to appropriate legal team member workflow monitoring – track pipeline, follow up on stuck approvals, liaise with internal clients on the status of open requests or other questions about contracts or vendors
• Process contract signatures and file agreements, ensuring that appropriate data elements of contracts are properly logged in accounting and legal systems.
• Partner with Procurement and TPRM on vendor management considerations
• Manage ongoing contract maintenance such as renewals, terminations and legal notices.
• Draft first-pass, templated notices (non-renewals and data destruction requests).
• Assist Senior Legal Operations Manager with monitoring and enforcement of policies and controls around vendor contracting, including remediating and documenting non-compliance and training internal clients.
• Additional support with compliance training, insurance (maintain COI repository and broker coordination), export control, and/or other Legal team initiatives as needed and desired.

Contracts Administrator

Project Manager

• Partner with clients to understand business requirements and expectations
• Design and execute project plans and documentation to deploy Q2 solutions
• Direct project resources to complete tasks in a timely manner
• Work closely with the client and team to problem solve issues that arise
• Track status and provide updates in relation to overall implementation process
• Train and educate clients on the product and configuration options

Sales

• Work within a defined coverage territory to develop a deep pipeline of Executive level relationships
• Create ways to differentiate from other solution providers
• Ensure you are casting a wide net targeting prospects
• Prove adept at owning conversations across all levels of an organization
• Guide prospects through every step of the sales process
• Work closely with our sales engineering, marketing and leadership teams
• Maintain the integrity of sales systems (Salesforce) and internal processes
• Travel up to 40%

Regional Sales Manager, Fraud

• Work within a defined coverage territory to develop a deep pipeline of Executive level relationships by learning what their business objectives are and how our solution is uniquely positioned to solve them.
• Create ways to differentiate from other solution providers attempting to do the same thing by using your deep understanding of the customer to tailor outreach into meaningful, impactful interactions that are core to their business model.
• Ensure you are casting a wide net targeting prospects, securing two-way dialogue across all levels of both the business and support functions within the bank.
• Prove adept at owning conversations across all levels of an organization, being confident in interacting with C-suite level Executives and Analyst level staff alike.
• Guide prospects through every step of the sales process, including initial discussions, product demos (in partnership with Sales Engineers), partnership proposal, due diligence, contract negotiation, and introducing consultants and other staff into the process as needed.
• Work closely with our sales engineering, marketing and leadership teams to deliver value at every touchpoint and expand our relationships within a bank.
• Maintain the integrity of sales systems (Salesforce) and internal processes through execution and clear and organized documentation, constantly seeking ways to help us grow and improve.
• Travel up to 40%

Senior Regional Sales Manager, Platform

Regional Sales Manager – Relationship Pricing

QA Engineer

• Work with Engineering team to define test strategy and approach for automated and manual testing of APIs, Database and UI (web and mobile-web) applications.
• Design and build test automation that is resilient and robust
• Create, manage, execute, and maintain automation test scripts
• Share knowledge, mentor and educate software engineers on test best practices and approach
• Create comprehensive test plans alongside development which provide outstanding code coverage and that can be traced to use cases/stories
• Create test cases for features/functions; with detailed steps to perform and expected results
• Execute test cases, provide results, and create resulting defects with diagnostic information for proper triage
• Participate in and contribute test effort estimates in Sprint/Release planning sessions
• Be passionate about driving quality throughout the product lifecycle
• Responsible for ensuring that all security, availability, confidentiality, and privacy policies and controls are adhered as per the process.

Quality Engineer

Application Engineer

• Provide L3 support for the Q2 Helix platform to internal and external customers
• Troubleshoot complex client applications, integration and environment issues escalated from Level 1 & Level 2 support
• Troubleshoot/resolve customer problems including code defects, product configurations, networking, platform, third party communications, and hardware configuration
• Support the implementations team with technical client setups and configurations
• Modify software as necessary (change scripts, review application logs, update database tables, tune peripheral applications)
• Construct and schedule automated processes and create custom processing scripts
• Regularly update customers via phone, email or client relationship management tool of ongoing troubleshooting and resolution efforts
• Contribute to team caseload management and receive escalated cases from management, prioritizing accordingly
• Document and report product/application defects to Development team and escalate unresolved problems to appropriate resources
• Serve as an escalation point and provide 24x7 on-call support coverage for escalated issues
• Proactively research and implement improvements to better serve customers
• Ensure adherence to security, availability, confidentiality and privacy policies and controls
• Cultivate cross-department communication and provide technical guidance and training to team members

Enterprise Application Engineer

Full-stack Engineer

• Embedded on the team creating the product line, focusing on backend systems.
• Responsible for developing the data and application architecture.
• Design, implement, integrate, and test software solutions of moderate complexity, with a focus on high availability and resiliency.
• Work independently and collaborate across teams to ensure successful delivery of solutions to production systems.
• Support, maintain, and resolve problems in products and features.
• Ensure adherence to all security, confidentiality and privacy policies and controls.
• Assist and mentor teammates to provide technical leadership and evangelize best practices.

Software Engineer

Technical Product Manager

• Fully research, scope and develop a strategy for new and existing products/features for Q2, focused on high quality and aggressive adoption among our stakeholders
• Provide industry research to be utilized in product business cases with a technical bent, considering hosting cost optimization and technical transformation requirements
• Act as primary liaison between multiple departments, including design, development, sales, and implementations
• Seek collaboration and delegation for strategic opportunities across online banking products supported by the backend services group
• Champion technical & end user experience within owned products, aiding superior supportability as products evolve
• Assist Product Owner in managing the product backlog, define new product specifications, and communicate release features ongoingly
• Ensure that all security, availability, confidentiality and privacy policies and controls are adhered to
• Collaborate with Product, Delivery & Engineering Management Teams to uncover internal and external client needs and accurately define requirements
• Consider cost optimization (deployment & hosting), create robust documentation, develop product delivery goals, drive down backlog, and actively manage the product roadmap
• Launch new products & integrations and evolve existing ones so clients can define the cutting edge of banking
• Position requires initiative, self motivation and deep organizational skills

• Oversee planning, execution, and successful delivery of features and functionality for Integrated Services clients
• Lead implementation team(s) consisting of technical and non-technical resources to execute client initiatives
• Ensure Support, Development, Product, and other Q2 teams collaborate effectively with client(s) to implement custom upgrades and enhancements
• Ensure the quality and completeness of requirements, drive target dates, identify key risks, and ensure mitigation strategies are in place
• Proactively identify, assess, and mitigate project risks to ensure timely delivery
• Cultivate a collaborative and high-performing team environment through effective communication and leadership
• Maintain clear and consistent communication with clients, stakeholders, and internal teams
• Support resolutions for escalations in a timely and efficient manner
• Execute and deliver on client initiatives, milestones, and timelines; ensure alignment with client objectives and prioritization within a Sprint cycle
• Maintain meeting notes, risk logs, project timelines, and other key artifacts
• Coordinate and oversee release management activities including release notes and release runbook
• Drive and align cross-functional teams to achieve shared project goals in a matrixed environment

Senior Project Manager

• Responsible for the successful configuration and deployment of Q2’s Risk & Fraud Management Software Solutions
• Hybrid project management and technical implementation role including application troubleshooting and support
• Serve as primary contact with largest/most complex customers during implementations; demonstrate confident executive presence
• Partner with customers to understand business requirements and expectations
• Design and execute project plans and documentation to deploy Q2 solutions
• Direct project resources to complete tasks in a timely manner and assess project risks and mitigations
• Track status and provide updates on overall implementation process
• Train and educate customers on the product and configuration options
• Work closely with customer and internal teams to problem-solve issues and ensure successful delivery

• Work within a defined coverage territory to develop a deep pipeline of Executive level relationships by learning business objectives and positioning solutions
• Create differentiated, tailored outreach and secure two-way dialogue across business and support functions
• Target prospects across all levels and own conversations with C-suite down to analysts
• Guide prospects through every step of the sales process: initial discussions, product demos (with Sales Engineers), partnership proposals, due diligence, contract negotiation, and introductions to consultants and other staff
• Collaborate closely with sales engineering, marketing and leadership teams to deliver value and expand relationships within a bank
• Maintain the integrity of sales systems (Salesforce) and internal processes with clear, organized documentation
• Travel up to 40% and manage multiple pursuits to close deals while maximizing team impact

Compliance

• The Regulatory Compliance Analyst role focuses on overseeing AI Governance and Third-Party Risk Management, supporting compliance and risk activities, handling regulatory and policy tasks, and advising on compliance risks. The role also involves preparing materials for key governance committees and collaborating with leadership to enhance business, IT, risk, and compliance processes.
• A Typical Day: Works with management within Compliance, Risk, Product, Operations, IT, and Security to design effective and efficient compliance related controls primarily related to Artificial Intelligence governance and third-party risk management. Supports day-to-day Artificial Intelligence risk management oversight activities. Conducts risk assessments on third-party vendors for TPRM Program. Provides regulatory exam support. Provides compliance support for payments related regulations / requirements. Performs and facilitates various assessments based on FFIEC IT Booklets, SOC 1, and SOC 2 requirements. Evaluates effectiveness of control design and effectiveness to meet compliance requirements. Performs compliance reviews at the request of management for updates to business processes or new product initiatives. Assists with client audit activities for large enterprise clients. Supports the creation and management of meeting materials for the AI Ethics Committee, Enterprise Risk Oversight Committee, and the Risk and Compliance Committee of the Board of Directors.

Regulatory Compliance Analyst

• Embedded on the team creating the product line, working flexibly across the stack to develop architecture, the application, and all systems to ensure ongoing performance and robustness.
• Design, implement, integrate, and test software solutions of moderate complexity, with a focus on high availability and resiliency.
• Work independently and collaborate across teams, as required, to ensure successful delivery of solutions to production systems.
• Support, maintain, and resolve problems in our products and features.
• Ensure adherence to all security, confidentiality and privacy policies and controls.

Senior Salesforce Administrator – Service Cloud

Contracts Administrator

Project Manager

Regional Sales Manager, Fraud

Senior Regional Sales Manager, Platform

Regional Sales Manager – Relationship Pricing

Quality Engineer

Enterprise Application Engineer

Software Engineer

Technical Product Manager

Senior Project Manager

Project Manager

Senior Regional Sales Manager, Platform

Regulatory Compliance Analyst

Full Stack Software Engineer