Bank API Onboarding Specialist

🔥 0 minutes ago

🗽 New York – Remote

🗽 New York – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🚀 Onboarding Specialist

👻 Ghost score 12%

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Circit

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11 - 50 employees

💼 Consulting

🏥 Healthcare

⚖️ Legal

Consulting • Healthcare • Legal

Circit is a company that provides an all-in-one platform designed to enhance audit quality and efficiency. Its suite of products includes fully automated creation and processing of audit confirmations from banks, law firms, and other evidence providers. Circit focuses on streamlining the audit process, including automating account verification and providing a secure client collaboration platform. The company aims to save clients time and costs while improving user experience through real-time data and analytics. Circit is regulated under Open Banking standards and partners with institutions globally to facilitate seamless audit processes.

📋 Description

• 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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