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Bank API Onboarding Specialist

πŸ•’ 3 days ago
Project ManagementClient OnboardingImplementationIntegration
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πŸ“œ Description

  • Manage multiple client-bank onboarding projects from kickoff through first live data and handover.
  • Set timelines, track milestones and risks, and provide weekly status updates to clients, auditors, and internal teams.
  • Coordinate clients and banks on API access requests, agreements, entitlements, credentials, and setup completion.
  • Oversee new bank implementations with internal engineers and bank technical teams, tracking testing and sign-off.
  • Plan onboarding around audit calendars and maintain checklists and guides to make the process repeatable.
  • Measure time-to-live, improve onboarding workflows, and share client and bank feedback with Product, Sales, and Customer Success.

πŸ› οΈ 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)
  • Knowledge of APIs and authentication (REST, OAuth 2.0, client IDs/secrets, certificates/CSRs)
  • Banking or treasury integration experience (corporate banking, SWIFT, host-to-host, open banking, PSD2, FDX, ISO 20022)
  • Experience at an open banking, treasury-tech or bank-connectivity company (e.g., Plaid, TrueLayer, Tink, Kyriba, Trovata, Necto/Embat)

✨ Benefits

  • Competitive salary
  • Health insurance
  • 34 days annual leave (inclusive of any local public/federal holidays)
  • Remote working with real autonomy
Full job description

Circit is a Central Bank of Ireland-regulated Account Information Service Provider (PSD2). Our VT (Verify Transactions) product lets auditors, including Big Four firms, verify financial data directly from banks through bank APIs. This replaces paper confirmations and screenshots with data straight from the source.

We connect corporate clients to corporate bank APIs, for example JP Morgan, Citibank, HSBC, Bank of America. Each connection is a small project between three parties: the corporate client, the bank and Circit.

You will be the single owner of these onboarding projects. You will run many at the same time, keep every party moving, and turn what you learn into a repeatable process. If a bank is not yet live on Circit, you will oversee the bank implementation together with our Banking Platform team, from first contact to first live client.

This is a new function built to scale. Our goal is to complete 100 client-bank onboardings in your first 12 months. As Premium APIs get adopted and more clients need onboarding, you will build and lead a team of onboarding analysts.

Location: 100% remote, US time zone required
Reports to: Director of Banking Platform & API Solutions

Key Responsibilities

Own the onboarding pipeline
Run multiple client-bank onboarding projects at once, from kick-off to first live data and hand-over.

Manage the plan
Set timelines, track milestones, keep a risk and issue log, and report status every week to clients, auditors and internal teams.

Coordinate three parties
Help the client request API access from their bank relationship manager. Follow up with the bank's onboarding teams on agreements, entitlements and credentials. Make sure the client comes back to finish setup.

Oversee new bank implementations
When a bank is not yet live, coordinate with Circit's Banking Platform engineers and the bank's technical team. Track testing and sign-off.

Plan around the audit calendar
Start onboardings early so data covers the period under audit.

Standardise and scale
Keep the per-bank checklists, client guides and internal guides up to date. Measure time-to-live and remove steps so the process can run at volume.

Be the voice of onboarding
Share what slows clients and banks down with Product, Sales and Customer Success.

Requirements

Required Qualifications

  • 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 Qualifications

  • Knowledge of APIs and authentication (REST, OAuth 2.0, client IDs/secrets, certificates/CSRs)
  • Banking or treasury integration experience (corporate banking, SWIFT, host-to-host, open banking, PSD2, FDX, ISO 20022)
  • Experience at an open banking, treasury-tech or bank-connectivity company (e.g., Plaid, TrueLayer, Tink, Kyriba, Trovata, Necto/Embat)
  • Audit, Big Four or audit-tech experience
  • A PM certification (PMP, PRINCE2, CAPM, Scrum)

Benefits

This is an exciting opportunity for an all-rounder, highly motivated candidate to get involved at the ground level of a fast-growing company. Pay is set by role, level and location. The final base salary depends on experience, skills and the local market. Ranges may change over time.

  • 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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