Bank API Onboarding Specialist
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Job Description
Bank API onboarding specialist coordinating corporate clients, banks, and Circit's regulated financial-data verification platform. Managing multi-party implementations, API access, testing, and scalable onboarding processes.
Responsibilities:
- Own the onboarding pipeline
- Run multiple client-bank onboarding projects from kick-off to first live data and hand-over
- Set timelines, track milestones, maintain risk and issue logs, and report status weekly to clients, auditors, and internal teams
- Coordinate clients, banks, and Circit
- Help clients request API access from bank relationship managers
- Follow up with bank onboarding teams on agreements, entitlements, and credentials
- Ensure clients complete setup
- Coordinate new bank implementations with Circit's Banking Platform engineers and bank technical teams
- Track testing and sign-off
- Plan onboarding timelines around audit calendars so data covers the period under audit
- Maintain per-bank checklists, client guides, and internal guides
- Measure time-to-live and remove steps to scale onboarding volume
- Share onboarding blockers and client/bank feedback with Product, Sales, and Customer Success
- Report to the Director of Banking Platform & API Solutions
- Support the goal of completing 100 client-bank onboardings in the first 12 months and building a team of onboarding analysts
Requirements:
- Based in the US and able to work US business hours
- 4+ years of project management (implementation, onboarding, integration or similar) with external clients
- Proven experience running several projects at the same time, with timelines, dependencies and risk tracking
- Strong stakeholder management: comfortable following up with busy people at large banks and corporates, politely and persistently
- Clear written and spoken English; able to explain technical steps simply
- Organised and process-minded: you write things down and make them repeatable
- Comfortable with project tools (e.g., Jira, Asana, Smartsheet or similar)
- Preferred: Knowledge of APIs and authentication (REST, OAuth 2.0, client IDs/secrets, certificates/CSRs)
- Preferred: Banking or treasury integration experience (corporate banking, SWIFT, host-to-host, open banking, PSD2, FDX, ISO 20022)
- Preferred: Experience at an open banking, treasury-tech or bank-connectivity company
- Preferred: Audit, Big Four or audit-tech experience
- Preferred: A PM certification (PMP, PRINCE2, CAPM, Scrum)
Benefits:
- Competitive salary
- Health insurance
- Pension
- 34 days annual leave (inclusive of any local public/federal holidays)
- Remote working with real autonomy
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