About The Position

As an API Senior Associate on the Client Technical Onboarding team, you will manage and implement treasury and cash management products for clients. You will work with Sales, Consulting, and Product teams to deliver technical solutions and a seamless onboarding experience. As the client-facing technical contact, you will provide consultative guidance, translate business requirements into technical specifications, and coordinate implementation plans, timelines, and dependencies. The role also involves learning the team’s onboarding processes, tools, and API solutions while collaborating with internal partners and clients.

Requirements

  • Strong commitment to delivering exceptional client and partner experiences and ability to thrive in a fast-paced, dynamic, client-facing environment.
  • Proficiency in technical project management, particularly for complex treasury implementations.
  • Excellent communication skills and ability to partner with and influence others toward a common goal.
  • Strong adherence to policies and procedures and consistent ability to meet or exceed established SLAs.
  • Expertise using collaboration tools such as WebEx and Zoom for client discussions.
  • Solid understanding of project management principles and eagerness to learn.
  • Knowledge of payments and receivables processes, with willingness to expand expertise.
  • Technical consulting or business analysis skills in ERP, systems integration, or APIs.
  • Proficiency in the MS Office Suite for documentation and project planning.

Nice To Haves

  • Passion for learning new operating models, technologies, and industry trends.
  • Technical client consulting experience supporting technical roles.
  • Knowledge and experience with JSON and Postman or Bruno tools.
  • BA/BS degree.
  • Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to improve efficiency, reduce manual effort, or improve operational accuracy.

Responsibilities

  • Participate in new-hire training to learn onboarding processes and tools.
  • Engage with senior leaders to align with the organization’s vision and strategy.
  • Build partner relationships through regular calls to review active implementations.
  • Develop expertise in API solutions and support clients with file-mapping exercises.
  • Use IT banking tools and learn through shadowing experienced peers.
  • Own the client’s technical onboarding experience as the client-facing technical contact.
  • Provide consultative technical advice on treasury solutions, including RFP responses and client presentations.
  • Translate business requirements into detailed technical specifications for treasury services.
  • Document scope, meeting agendas, minutes, and project plans using MS Office tools.
  • Use workflow tools for status updates and document repository management.
  • Establish timelines and dependencies to meet or exceed client and partner expectations.
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