KeyBank Senior Platform Manager in Cleveland, Ohio

Senior Platform ManagerinCleveland, OHatKey Bank- Corporate

Date Posted: 10/11/2018

Job Snapshot

  • Employee Type: Full-Time

  • Location: 127 Public Square Cleveland, OH

  • Job Type: Banking

  • Experience: Not Specified

  • Date Posted: 10/11/2018

Job Description

Our goal is to build a culture that is enthusiastic about ensuring clients are successful when leveraging Enterprise Commercial Payments (ECP) treasury products and solutions. The Client Success Effectiveness team is responsible for bringing this vision to life by designing, monitoring, and continuously improving all aspects of our clients post sales experience with ECP. The ultimate outcome is to ensure clients are successful in achieving the value they expected by doing business with us and becoming advocates of KeyBank in the process. This will only be accomplished by changing our culture and processes to reduce customer effort, eliminate internal inefficiencies, and freeing capacity to take a more proactive approach towards servicing.

The Client Experience Technology & Strategy Implementation Senior Platform Manager will be responsible for the development of roadmaps, partnering across functional teams, and driving implementation of external technology solutions across the platforms (i.e. Salesforce CRM, nCino, and Service Cloud) that support and improve our sales and onboarding processes, servicing capabilities, as well as, employee and client experience.

Essential Job Functions:

  • Drive our technical/data driven technology and strategic roadmap through thought leadership and a deep understanding of current client and employee experience processes, gaps, needs, and competitive landscape.

  • Lead technical/data driven programs and projects to successful execution, including technology and change initiatives to improve the client and employee experience.

  • Work with the leadership team and key stakeholders to compile requirements

  • Collaborate with technology partners for on time, on budget, and error free system implementations

  • Drive UAT testing for technology projects

  • Partner with vendors to identify, vet, and implement technology platforms

  • Effectively manage implementations, including change management, training, and communications

  • Follow a cyclical process of idea generation, prioritization, opportunity sizing, financial benefit forecasting, business case preparation, development, and commercialization.

  • Drive and increase user adoption in new systems and processes to ensure stakeholder satisfaction, including developing, documenting and delivering training and coaching.

  • Ensure system and process procedures are up to date to reflect new functionality or processes.

  • Establish and implement best practices with regards to system maintenance, configuration, development, testing, data integrity, reporting etc.

  • Ownership of metric reporting across platforms and users to monitor engagement across the platform and drive best practices across the user groups

  • Responsible for licensing review and vendor management across platforms

  • Proactively identify next generation technology solutions

Job Requirements:

  • Bachelor s Degree with equivalent work experience.

  • 5+ years program, product, or process management experience.

  • Experience in effective change management.

  • Experience launching new and complex technology solutions.

  • Excellent program/project management and organizational skills.

  • Problem solving mentality that combines a lean improvement skillset with the ability to tailor tools to the specific needs of the organization.

  • Effective written and verbal communication skills, including demonstrated ability to orchestrate and present information and recommendations at all levels within the organization, including executive leaders.

  • Demonstrated horizontal collaboration across multiple stakeholders with internal partners including technology, operations, onboarding, servicing, finance, sales, legal, compliance, and other internal and external partners, including vendors, to develop consensus within the organization and to coordinate resources to support solution development and management.

  • An ability to champion change, influence others, and foster teamwork.


KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $134.5 billion at March 31, 2017. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. KeyBank is Member FDIC.


Key Corporate Bank is a full-service corporate and investment bank focused principally on serving the needs of middle market clients in seven industry sectors: consumer, energy, healthcare, industrial, public sector, real estate, and technology. Key Corporate Bank delivers a broad product suite of banking and capital markets products to its clients, including syndicated finance, debt and equity capital markets, commercial payments, equipment finance, commercial mortgage banking, derivatives, foreign exchange, financial advisory, and public finance.


KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

JobID: 32165BR