Bank API Onboarding Specialist

This is a fully remote position, open to applicants in New York.

📋 Description

• Take ownership of the onboarding pipeline.

• Manage various client-bank onboarding projects from initiation to the first live data and handover.

• Establish timelines, monitor milestones, maintain risk and issue logs, and provide weekly status updates to clients, auditors, and internal teams.

• Facilitate coordination between clients, banks, and Circit.

• Assist clients in requesting API access from bank relationship managers.

• Follow up with bank onboarding teams regarding agreements, entitlements, and credentials.

• Ensure clients finalize their setup.

• Collaborate on new bank implementations with Circit's Banking Platform engineers and bank technical teams.

• Monitor testing and sign-off processes.

• Schedule onboarding timelines around audit calendars to ensure data encompasses the audited period.

• Maintain checklists per bank, client guides, and internal documentation.

• Evaluate time-to-live and eliminate unnecessary steps to enhance onboarding scalability.

• Communicate onboarding obstacles and client/bank feedback to Product, Sales, and Customer Success teams.

• Report directly to the Director of Banking Platform & API Solutions.

• Contribute to the objective of achieving 100 client-bank onboardings within the first year and developing a team of onboarding analysts.

⛳️ Requirements

• Located in the US and available to work during US business hours.

• Minimum of 4 years in project management (implementation, onboarding, integration, or related fields) involving external clients.

• Demonstrated ability to manage multiple projects concurrently, including timelines, dependencies, and risk management.

• Strong stakeholder management skills: capable of following up with busy individuals at large banks and corporations, with tact and persistence.

• Proficient in written and spoken English; able to describe technical processes in a straightforward manner.

• Highly organized and process-oriented: you document procedures and create repeatable processes.

• Familiarity with project management tools (e.g., Jira, Asana, Smartsheet, or similar).

• Preferred: Understanding of APIs and authentication (REST, OAuth 2.0, client IDs/secrets, certificates/CSRs).

• Preferred: Experience in banking or treasury integration (corporate banking, SWIFT, host-to-host, open banking, PSD2, FDX, ISO 20022).

• Preferred: Background in an open banking, treasury-tech, or bank-connectivity organization.

• Preferred: Audit experience with a Big Four firm or in audit technology.

• Preferred: A project management certification (PMP, PRINCE2, CAPM, Scrum).

🏝️ Benefits

• Competitive salary.

• Health insurance.

• Pension plan.

• 34 days of annual leave (including any local public/federal holidays).

• Remote working with genuine autonomy.