Process Specialist - Deposit Operations Specialist

Job Description

Job Description
Position Overview:Lumen is seeking a Process Specialist to support and lead the strategic migration of enterprise customers from credit card payments to ACH transactions. This role involves working cross-functionally with internal teams and customers to ensure a seamless transition, drive operational efficiency, and monitor the adoption and success of the program.
Key Responsibilities:

1. Customer Identification and Segmentation
2. Analyze and identify enterprise customers currently using credit cards for payments.
3. Segment customers based on transaction volume, payment behavior, and readiness for ACH transition.
4. Migration Strategy & Execution
5. Develop a structured, phased migration call plan to transition enterprise customers from credit cards to ACH payments.
6. Manage the execution of each migration phase to minimize service disruption and ensure compliance with internal standards.
7. Address customer concerns and coordinate with relevant departments to resolve issues quickly.
8. Customer Communication & Support
9. Provide clear, professional communication to customers outlining the benefits of ACH and the transition process.
10. Guide customers through the onboarding process and offer live support/troubleshooting as needed.
11. Ensure any promotional credits are issued in alignment with Lumen SOPs.
12. Monitoring, Reporting & Optimization
13. Track adoption metrics (e.g., ACH conversion rates, reduction in credit card usage, cost savings).
14. Regularly report on migration progress, customer feedback, and operational improvements.
15. Address roadblocks and support post-migration issue resolution.
16. Future Expansion Planning
17. Evaluate the effectiveness and ROI of the initial migration.
18. Develop a roadmap for expanding ACH adoption across other customer segments, based on performance metrics and business goals.

Required Qualifications:

1. Bachelor’s degree in Business, Finance, Operations, or related field (or equivalent experience).
2. 3+ years of experience in financial operations, customer onboarding, or process improvement roles.
3. Strong communication and customer relationship skills.
4. Proficiency in data analysis, reporting, and CRM tools (e.g., Excel, Salesforce, SAP).
5. Familiarity with ACH payments, credit card processing, and enterprise billing systems is a plus.
6. Strong problem-solving skills and the ability to manage change in a fast-paced environment.
7. 
   

Preferred Attributes:

1. Experience with financial transition projects (ACH, merchant services, etc.).
2. Process improvement or Lean/Six Sigma knowledge is a plus.
3. Strong attention to detail, organizational skills, and ability to manage multiple priorities.

Education: Bachelors Degree

Company DescriptionCompunnel Inc., established in 1994; is a leading provider of Staffing, IT/Software, e-Learning/Training, Business Intelligence, and Cloud Solutions. A leader in contingent and permanent workforce solutions, we also provide temp-to-hire staffing, project-based/SOW staffing, and payroll services to our esteemed clientele which includes Fortune 500 companies of diverse industry segments. Ranked as one of the largest staffing firms in the US which is our primary service market; we also have a significant presence in Europe and Asia. As a national service provider in the US, we are serving our customers all major states and regions; thereby generating numerous job opportunities for prospective employees in their preferred locations of choice.

We have witnessed multi-fold YOY growth, and continuously adding a large pool of talented resources to our employee base every year. Our extensive experience in hiring professionals of multiple in-demand skill sets (IT, Engineering, Healthcare, Admin-Clerical, Finance, Professional, Light Industrial, etc.) further makes Compunnel a wider and preferred platform for people to pursue their careers in the US. We welcome people from all walks of life and cultures, and we support workforce diversity by providing equal employment opportunities to people without any discrimination based on race, color, gender, religion, national/ethnic region, disability, or any other basis.

Company Description

Compunnel Inc., established in 1994; is a leading provider of Staffing, IT/Software, e-Learning/Training, Business Intelligence, and Cloud Solutions. A leader in contingent and permanent workforce solutions, we also provide temp-to-hire staffing, project-based/SOW staffing, and payroll services to our esteemed clientele which includes Fortune 500 companies of diverse industry segments. Ranked as one of the largest staffing firms in the US which is our primary service market; we also have a significant presence in Europe and Asia. As a national service provider in the US, we are serving our customers all major states and regions; thereby generating numerous job opportunities for prospective employees in their preferred locations of choice.\r\n\r\nWe have witnessed multi-fold YOY growth, and continuously adding a large pool of talented resources to our employee base every year. Our extensive experience in hiring professionals of multiple in-demand skill sets (IT, Engineering, Healthcare, Admin-Clerical, Finance, Professional, Light Industrial, etc.) further makes Compunnel a wider and preferred platform for people to pursue their careers in the US. We welcome people from all walks of life and cultures, and we support workforce diversity by providing equal employment opportunities to people without any discrimination based on race, color, gender, religion, national/ethnic region, disability, or any other basis.