Bank API Onboarding Specialist

Circit Limited•New York, NY

10d•Remote

About The Position

Circit is a Central Bank of Ireland-regulated Account Information Service Provider (PSD2). Its Verify Transactions (VT) product enables auditors, including Big Four firms, to verify financial data directly from banks through bank APIs, replacing paper confirmations and screenshots with source data. Circit connects corporate clients to corporate bank APIs, including those of JP Morgan, Citibank, HSBC and Bank of America. The Bank API Onboarding Specialist owns each client-bank onboarding project, coordinating the corporate client, bank and Circit from kickoff through first live data and handover. The specialist will manage multiple onboardings at once, maintain plans and status reporting, and turn lessons learned into repeatable processes. When a bank is not yet live on Circit, the role will oversee its implementation with Circit's Banking Platform team, from initial contact through the first live client. This is a new function intended to scale, with a goal of completing 100 client-bank onboardings in the first 12 months. As Premium APIs gain adoption and onboarding demand grows, the specialist will build and lead a team of onboarding analysts. The role is 100% remote and requires working in the US time zone. It reports to the Director of Banking Platform & API Solutions.

Requirements

Based in the US and able to work US business hours.
At least 4 years of project management experience in implementation, onboarding, integration or a similar area.
Proven experience managing several projects simultaneously, including timelines, dependencies and risk tracking.
Strong stakeholder management skills, including politely and persistently following up with busy people at large banks and corporations.
Clear written and spoken English, with the ability to explain technical steps simply.
Organised and process-minded, with a habit of documenting processes and making them repeatable.
Comfort with project-management tools such as Jira, Asana or Smartsheet, or similar.

Nice To Haves

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

Responsibilities

Own multiple client-bank onboarding projects from kickoff through first live data and handover.
Set timelines, track milestones, maintain a risk and issue log, and provide weekly status updates to clients, auditors and internal teams.
Coordinate the client, bank and Circit, including helping clients request API access from bank relationship managers, following up with bank onboarding teams on agreements, entitlements and credentials, and ensuring clients complete setup.
Oversee implementations for banks not yet live on Circit, coordinating with Circit's Banking Platform engineers and bank technical teams and tracking testing and sign-off.
Plan onboarding timelines around audit calendars so data covers the period under audit.
Maintain and improve per-bank checklists, client guides and internal guides; measure time-to-live and remove unnecessary steps to support volume.
Share onboarding bottlenecks and client and bank feedback with Product, Sales and Customer Success.
As onboarding demand grows, build and lead a team of onboarding analysts.