Bank API Onboarding Specialist

Circit Limited•New York, NY
•Remote

About The Position

Circit is a Central Bank of Ireland-regulated Account Information Service Provider (PSD2). Its Verify Transactions product enables auditors, including Big Four firms, to verify financial data directly from banks through bank APIs, replacing paper confirmations and screenshots with data sourced directly from banks. The Bank API Onboarding Specialist owns onboarding projects that connect corporate clients to corporate bank APIs. Each project involves the corporate client, the bank and Circit. The specialist manages multiple projects from kickoff through first live data and handover, coordinating stakeholders, timelines, risks and technical setup. For banks not yet live on Circit, the specialist coordinates implementation with Circit's Banking Platform team and the bank's technical team, from initial contact through the first live client. This is a new function intended to scale, with a target of completing 100 client-bank onboardings in the first 12 months. As Premium APIs are adopted and onboarding demand grows, the specialist will build and lead a team of onboarding analysts. The role is 100% remote and requires working US business hours. 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, working with external clients.
  • Proven experience managing several projects concurrently, including timelines, dependencies and risk tracking.
  • Strong stakeholder management skills, including persistent and professional follow-up with busy stakeholders at large banks and corporations.
  • Clear written and spoken English, with the ability to explain technical steps simply.
  • Organised and process-minded, with the ability to document processes and make them repeatable.
  • Comfortable using project management tools such as Jira, Asana, 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, including corporate banking, SWIFT, host-to-host, open banking, PSD2, FDX or ISO 20022.
  • Experience at an open banking, treasury-tech or bank-connectivity company, such as Plaid, TrueLayer, Tink, Kyriba, Trovata or Necto/Embat.
  • Audit, Big Four or audit-tech experience.
  • A project management certification such as PMP, PRINCE2, CAPM or Scrum.

Responsibilities

  • Own multiple client-bank onboarding projects from kickoff to first live data and handover.
  • Set project timelines, track milestones, maintain a risk and issue log, and report weekly status to clients, auditors and internal teams.
  • Coordinate the client, bank and Circit, including helping clients request API access from their bank relationship managers and following up on agreements, entitlements and credentials.
  • Ensure clients complete their setup steps.
  • Coordinate implementation of banks not yet live on Circit with Circit's Banking Platform engineers and the bank's technical team; track testing and sign-off.
  • Start onboardings early enough for data to cover the period under audit.
  • Maintain per-bank checklists, client guides and internal guides; measure time-to-live and streamline the process for scale.
  • Share onboarding obstacles and client and bank feedback with Product, Sales and Customer Success.
  • As onboarding demand grows, build and lead a team of onboarding analysts.

Benefits

  • Competitive salary, with pay set by role, level and location; final base salary depends on experience, skills and the local market.
  • Health insurance.
  • Pension.
  • 34 days annual leave, inclusive of local public/federal holidays.
  • Remote working with real autonomy.
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