Position Level
Individual Contributor
Implementation & Support
Position Type
Working Time
Omaha, Nebraska, Remote, Remote
Travel Requirements

Description & Requirements

At Jack Henry, we deliver technology solutions that are digitally transforming and empowering community banks and credit unions to provide enhanced and streamlined user experiences to their customers and members. Our best-in-class products are just the start as we lay the groundwork for the future of digital banking and payments. We hope you’ll join us. We can’t do it without you.

Jack Henry, a leading provider of technology solutions and payment processing services primarily for the financial services industry, is hiring a Financial Install Analyst Lead. This position resides within the Financial Performance Suite which provides customers with support and services for a suite of products that our customers utilize for budgeting, forecasting, asset-liability management, CECL, employee incentive programs, and profitability measurements. 

This position will be part of a team that performs several key functions for our customers, including financial model builds, customer education, and ongoing support within the entire product suite.  This position may be responsible for additional tasks including, but not limited to, UAT (user acceptance testing), error troubleshooting, creation of educational content, internal cross-training, and financial model validations. 

Candidates for this position should have experience taking on multiple projects at once, therefore time management skills are essential.  This a is customer-facing, advisory level position, so the individual filling this role is expected to be a subject matter expert that possesses excellent customer service skills and the ability to build strong relationships with customers, promoting trust and confidence in our products and our company. Jack Henry offers a comprehensive benefits package and stresses a work-life balance and opportunities to grow within the department and across the organization.

This position can be based to work out of this Jack Henry office - Omaha, NE, or remotely within the US. 

What you’ll be responsible for:

  • Responsible for coordinating activities of Customer Services Analysts and/or projects.  May oversee the installation process, conduct new customer installation reviews, and provide software product training to less experienced team members.
  • Provides telephone consultation and support services to CXO level customers. Consults customers in analyzing and interpreting data to increase accuracy of results, make informed decisions, and determine optimal risk levels.
  • Provides customer consultation on complex banking concepts.
  • May perform and/or manage complex customer installations.  Engages customer in consultative dialogue for the purpose of collecting and interpreting key customer data.
  • Completes projects, including but not limited to, risk analysis, financial model validations, and core deposit studies.
  • Assists customers in interpretation of financial models.
  • Maintains customer databases with pertinent information for the purpose of identifying specific contacts.  Logs all client activity related to support, financial analysis, and report generation, etc.
  • Communicates customer feedback and requests for additional functionality to product development.
  • Encourages and solicits customer referrals.  Acts as a subject matter expert to Sales.
  • Acts as a primary resource for other Client Services Analysts and assists in complex customer problems or projects.
  • Acts as a resource for other product lines.
  • May assist less experienced peers.  May act as a team lead.
  • Provides input into the performance appraisal process.
  • May provide additional product/service-specific support in the following areas:
  • Assists in product development by testing new software releases.  Documents all phases of system operations
  • Conducts customer or internal training sessions, delivers Board or ALCO presentations, writes white papers and/or speaks at industry trade events. 
  • Coordinates and provides monthly/quarterly updates to all service bureau and monthly administrative customers. 
  • Responsible for at-risk customers and ensuring their continued use of the model. May offer other solutions such as monthly administrative service or service bureau.
  • May perform other job duties as assigned.

What you’ll need to have:

  • Bachelor’s degree.
  • Must have a minimum of 10 years of experience in asset-liability management analysis, accounting (within a bank or credit union), audit, or treasury.
  • Must have experience working in the financial industry.
  • Must be able to travel up to 5% for potential client meetings, training, or conferences.

What would be nice for you to have:

  • Customer service experience.
  • Experience in writing/creating adult learning materials.
  • Experience with CECL (Current Expected Credit Loss).
If you got this far, we hope you're feeling excited about this opportunity. Even if you don't feel you meet every single requirement on this posting, we still encourage you to apply. We're eager to meet motivated people who align with Jack Henry’s mission and can contribute to our company in a variety of ways.

Why Jack Henry?

At Jack Henry, we pride ourselves through our motto of, "Do the right thing, do whatever it takes, and have fun." We recognize the value of our associates and believe much of our company’s strength and success depends on their well-being.

We demonstrate our commitment by offering outstanding benefit programs to ensure the physical, mental & financial wellbeing of our people is always met.

Culture of Commitment

Ask our associates why they love Jack Henry, and many will tell you it is because our culture is exceptional. We do great things together. Rising to meet challenges and seeking opportunities is part of who we are as an organization. Our culture has helped us stay strong through challenging times and we credit our dedicated associates for our success. Visit our Corporate Responsibility site to learn more about our culture and commitment to our people, customers, community, environment, and shareholders.

Equal Employment Opportunity

At Jack Henry, we know we are better together. We value, respect, and protect the uniqueness each of us brings. Innovation flourishes by including all voices and makes our business—and our society—stronger. Jack Henry is an equal opportunity employer and we are committed to providing equal opportunity in all of our employment practices, including selection, hiring, performance management, promotion, transfer, compensation, benefits, education, training, social, and recreational activities to all persons regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, genetic information, pregnancy, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, and military and veteran status, or any other protected status protected by local, state or federal law.

No one will be subject to, and Jack Henry prohibits, any form of discipline, reprisal, intimidation, or retaliation for good faith reports or complaints of incidents of discrimination of any kind, pursuing any discrimination claim, or cooperating in related investigations.

Requests for full corporate job description may be requested through the interview process at any time.