Senior Implementation Consultant

Mission — Why We Need You

Financial institutions run on documents — loan applications, compliance forms, credit files, and more — and the ability to process them accurately and efficiently is the difference between a bank that thrives and one that falls behind. As a Sr. Consultant on the Encapture Services Team, you are the person who transforms that promise into reality. Our customers don't just need an implementation — they need a solution that actually works, drives the outcomes they committed to internally, and makes their teams more capable than before. That's the standard you hold yourself to, and it's why this role matters.

At Continuous, we make complex simple for financial institutions — and we need someone who can do the same for our customers. Founded in 1980, Continuous has spent decades building intelligent automation solutions that help banks and credit unions capture, classify, and act on document data with speed and precision. In this role, you'll be the expert our banking customers rely on to configure, implement, and maximize the value of the Encapture platform. You'll translate complex lending workflows and compliance requirements into solutions that deliver real, measurable results — and you'll do it with the credibility that comes from having lived in the banking world yourself.

Objectives — The Problems You'll Solve

You'll join the Encapture Services Team, reporting directly to the VP, Customer Success, Encapture. As a Sr. Consultant, you own the full implementation lifecycle for your assigned customers — from the first requirements conversation to go-live and beyond. You'll be the primary relationship holder during the implementation, the business analyst, the trainer, and the cross-sell connector, all in one. Your work spans the entire implementation journey: requirements discovery, solution configuration, UAT management, customer training.

Requirements Gathering. You own the discovery process. You'll dig into each customer's document processing environment — understanding their lending workflows, compliance obligations (HMDA, CRA, loan lifecycle requirements), and integration landscape. You'll ask the right questions, surface the details that matter, and produce clear, complete requirements documentation that sets the implementation up for success. You articulate what you've learned back to stakeholders with confidence, ensuring alignment before a single configuration decision is made.

Project Management & Implementation Execution. You own your implementations. You will use  our professional services tool Cloud Coach to manage tasks, timelines, and issues, and keep projects on track from kickoff to go-live. You'll manage the User Acceptance Testing (UAT) process — coordinating customer participation, resolving issues, and driving sign-off. You hold yourself accountable to timelines, communicate proactively when risks arise, and bring a project manager's discipline to every engagement. Achieving a CSAT score of 6 or 7 out of 7 isn't a stretch goal — it's your standard.

Platform Configuration. Working closely with Implementation Specialists, you collaborate on configuring Encapture to meet each customer's specific needs. That means guiding the build of custom workflows, and ensuring the solution performs reliably in the customer's environment. You bring a deep enough understanding of the platform to inform smart configuration decisions, push back when a customer request would create downstream issues, and propose better alternatives when they exist. You document your configurations thoroughly so that handoffs are seamless and your work can be replicated and improved over time.

Customer Training & Adoption. You don't just implement and leave. You make sure customers can actually use what you've built. You'll develop and deliver training for end users, tailoring your approach to the audience, whether that's frontline bank staff, IT administrators, or executive sponsors. You measure success not just by go-live, but by adoption. You'll stay engaged post-implementation for a few weeks to ensure the customer is realizing full value from the platform.

Relationship Management & Cross-Sell Partnership. You are a trusted advisor to your customers. You build relationships that go beyond the transaction — understanding each institution's strategic direction, regulatory pressures, and growth goals. When you spot opportunities to expand the customer's use of Continuous solutions, you flag them to the Customer Success Manager and Sales with context and conviction. Your credibility opens doors that sales alone cannot.

Team Contribution & Knowledge Building. As a senior member of the team, you contribute beyond your own book of implementations. You'll train and mentor Implementation Specialists, share best practices, contribute to the internal Knowledge Base, and continuously improve implementation processes and documentation. You stay current on IDP industry trends, evolving banking regulations, and competitive developments — and you bring that knowledge back to the team.

You'll work in close partnership with Customer Success Managers, Sales, and Product teams to ensure seamless customer experiences and successful outcomes across the full customer journey. Your core toolset includes Encapture, Salesforce, Cloud Coach, and Jira.

How You'll Get There

In your first 6 weeks — Learn the platform, learn the customer, learn the team:

• Complete onboarding on Encapture and become proficient in the platform's core configuration capabilities, workflows, and integration patterns.
• Shadow existing implementations in progress — sit in on requirements calls, UAT sessions, and training deliveries to understand how the team operates.
• Build relationships with your Customer Success Manager partners, key cross-functional stakeholders in Sales and Product, and your direct teammates on the Encapture Services Team.
• Get up to speed on the current implementation backlog — understand what's in flight, what's pending, and where you can most quickly add capacity.
• Review existing process documentation, Knowledge Base resources, and implementation templates to understand current standards and identify early improvement opportunities.

In your first 3 months — Own your implementations and deliver results:

• Take full ownership of assigned implementations — lead requirements discovery sessions and manage projects end-to-end using Cloud Coach.
• Lead and obtain business requirements for every solution you are tasked with implementing, producing clear and complete documentation that sets your configurations up for success.
• Successfully manage the UAT process for your implementations — designing test cases, facilitating customer review sessions, and driving clean sign-offs.
• Deliver customer training that drives real adoption — not just completion certificates, but users who are confident and capable in the platform.
• Begin contributing to the Knowledge Base with implementation learnings, reusable templates, and process improvements.

Within 9 months — Be the expert customers and teammates count on:

• Achieve a CSAT score of 6 or 7 out of 7 or higher across your completed implementations — consistently and not occasionally.
• Build a track record of on-time, high-quality implementations that reduce the customer backlog and set a new bar for delivery excellence on the team.
• Be recognized by Customer Success Managers as a strategic asset — someone who surfaces cross-sell opportunities with context, not just flags.
• Actively train and mentor Implementation Specialists, transferring your knowledge and helping the team scale its capabilities.
• Contribute meaningfully to process and documentation improvements that make the entire team more consistent and efficient.
• Stay ahead of IDP industry trends and banking regulatory changes — bringing that intelligence back to your customers and your colleagues.

Competencies — What We're Looking For

Banking Domain Expertise — You've worked in or deeply alongside financial institutions. You understand the loan lifecycle from application to close, know what HMDA and CRA compliance actually look like in practice, and can speak credibly with bankers about their real-world challenges. You don't need customers to translate their world for you — you already understand it. This is the foundation of your credibility and what makes your implementations land differently than those of a generalist consultant.

Client Advisory Presence — You show up as a trusted advisor, not a vendor. You ask the right questions, listen carefully, and give customers honest guidance — even when it means pushing back on a requirement that won't serve them well. You build relationships that outlast any single implementation, and customers seek you out for perspective because you've earned it. You navigate senior stakeholders and frontline users with equal effectiveness.

Project Ownership — You run your implementations with the rigor of a seasoned project manager. You create structure where ambiguity exists, manage timelines with discipline, communicate proactively when risks emerge, and hold yourself and your customers accountable to agreed milestones. You use Cloud Coach not as an administrative burden but as a tool that keeps your projects tight and your stakeholders informed. You don't wait for someone to tell you a project is off track — you see it coming and course-correct early.

Solution Thinking — You're wired to solve problems, not just complete tasks. When a customer describes their document processing challenges, you're already thinking about how Encapture can address them — and where the edges of the platform are. You can distinguish between what a customer is asking for and what they actually need, and you design solutions with downstream consequences in mind. You configure with purpose, document with clarity, and build with scalability.

Training Mastery — You make complexity accessible. Whether you're working with a branch manager who has never used automation software or an IT director who wants to understand every integration, you meet people where they are. You design training that drives adoption, not just attendance. You know that implementation success is ultimately measured by whether users embrace the solution — and you take that personally.

Cross-Functional Collaboration — You work across Sales, Customer Success, and Product without friction. You communicate implementation status clearly, surface cross-sell signals with the context Sales needs to act on them, and contribute product feedback grounded in real customer experience. You're a connector who makes the handoffs between teams smoother and the customer experience more cohesive.

Mentorship & Team Elevation — You make the people around you better. You invest time in developing Implementation Specialists — sharing your playbooks, debriefing on complex implementations, and helping newer team members build the confidence and capability to grow. You contribute to the Knowledge Base not as a checkbox but because you believe institutional knowledge compounds.

You bring substantial experience in implementation consulting within the banking or financial services industry, with a demonstrated track record of leading complex projects from discovery through go-live. Your background includes deep familiarity with banking lending workflows, regulatory frameworks including HMDA and CRA, and loan origination systems such as nCino, Encompass, Sageworks, or Baker Hill. You've worked with or alongside financial institutions and can engage with confidence at the intersection of technology and banking operations. PMP certification and American Bankers Association certificates are strongly preferred — we want someone who has formalized their craft. You're someone who has been in the room when a bank is trying to figure out how to make their document processing actually work — and you know how to help them get there.

What’s in it for you?

At Continuous we pride ourselves on ensuring that our employees are taken care of and that you have what you need to succeed in and out of work. In addition to competitive compensation we provide:

• Medical HDHP, Dental and Vision insurance for you and your dependents which Continuous pays the full cost.      
• Long-term Disability, Basic Life Insurance and AD&D for you which Continuous pays the full cost.
• 401(k) Investment Plan with a match of 100% on the first 3% of your contributions and 50% on the following 4% of your contributions per paycheck. If you contribute 7%, you will receive the maximum company match of 5%. (Eligible on the 1st of the month after your first full month of employment).
• Flexible PTO (like Unlimited Paid Time Off).
• 13 paid company holidays (2 are Wellness Days)
• Optional Short-term Disability, Dependent and Medical FSA’s, Supplemental Life Insurance Benefits are offered fully funded by the employee through payroll deduction.

How We Work – Our Core Values

Be Kind - We are kind and helpful. We care and act with empathy. We take care of ourselves each other and our customers. We understand boundaries. We believe clear is kind. We exhibit healthy behaviors and are self-aware.

Be Authentic - We are genuine. We are real. No pretenses. We know ourselves and celebrate our differences of thoughts ideas and skills. We show our true self -our whole self- every day. We unlock our teams' potential by unlocking our own and each other's potential. There is only one you and we want to see YOU every day.

Be Collaborative - We unite for a common cause. We are in pursuit of the best idea - not our own idea. As a remote company we must collaborate and communicate to make a difference - an impact. We do this for our teams and for our customers.

Be Determined - Giving up is not in our nature. We are smart people who solve tough problems. We have a bias toward action. We strive for great outcomes. We achieve our goals. We deliver success for customers ourselves and each other.

Work Environment and Physical Requirements

Work primarily in a climate-controlled environment with minimal safety/health hazard potential. Elevated level of stress. Sedentary sitting walking infrequent lifting (overhead waist level) from floor bending frequent near vision use for reading and computer use.

EEO/AAP for Protected Veterans and Individuals with Disabilities

Unisoft International Inc. dba Continuous is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin age pregnancy genetic information disability status as a protected veteran or any other protected category under applicable federal state and local laws.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying you may contact 281-348-9606 or recruiting@continuous.com for assistance.

Security Notice: Continuous will never ask for money or payment during hiring. If someone claiming to represent us requests payment, it is a scam.