Technical Onboarding Specialist

Apex Systems; Columbus (OH); Hybrid; USD 89,544 - 96,432; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) program with company match

Professional development resources

Job summary

A technology staffing and consulting firm is looking for a Technical Onboarding Consultant for a Banking client. This remote role requires leading the technical onboarding process with minimal office visits. Ideal candidates should have over 7 years of experience in customer success within FinTech or Banking and at least 5 years in delivering technical onboarding. Strong project management skills and technical knowledge including API integrations are essential. Numerous benefits are offered to employees, including health and financial plans.

Qualifications

• 7+ years of relevant customer success experience with FinTech, Banks, or e-Commerce.
• At least 5+ years of experience delivering technical onboardings to clients.
• Technical expertise to lead a technical onboarding project.

Responsibilities

• Drive market benchmarking and voice-of-customer for onboarding process.
• Lead onboarding projects to implement banking solutions.
• Manage onboarding content and training materials for stakeholders.

Skills

Customer success experience with FinTech or Banks

Technical onboarding expertise

Project planning & management

Communication skills

Tools

API integrations

SFTP

EDI

XML

TXT batch files

Job description

Technical Onboarding Consultant – Banking

Job #: 3020796

Location: Work‑from‑Home (Must be able to go into the office on occasion – very limited – multiple locations)

Length: 6+ month assignment (Long‑term project with chance of full‑time conversion)

Pay: $65 - $70/hour W2

We are seeking a Technical Onboarding Consultant for a Banking client. The role will sit remotely with occasional in‑office visits (multiple locations) as needed. The Sr. Technical Onboarding Specialist for Integration & Delivery (Enterprise Payments) plays a pivotal role in shaping and executing the strategic direction for our financial services clients technical onboarding experience.

Responsibilities

• Drive market benchmarking and voice‑of‑customer for a segment of clients to deliver a best‑in‑class technical onboarding process.
• Lead a segment of onboarding projects to implement the bank’s solutions.
• Manage the onboarding content and training materials aimed at technical and non‑technical stakeholders within client organizations.
• Work with Systems Integrators / Client developer partners to accelerate time‑to‑market for client integrations.
• Track and manage time‑to‑revenue for client onboardings.

Requirements

• 7+ years of relevant customer success experience with FinTech, Banks, or e‑Commerce.
• At least 5+ years of experience delivering technical onboardings to clients.
• Technical expertise to lead a technical onboarding project — including API integrations, SFTP, EDI, XML, and TXT batch files.
• Experience in project planning & management, with the ability to manage multiple projects in a fast‑paced environment and meet deadlines.
• Expertise in developing client‑facing workshop materials for technical onboarding.
• Proven written and oral communication skills, including senior leadership presentation.

Benefits

Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. Additional benefits include an ESPP, 401(k) program with company match after 12 months, HSA, SupportLinc Employee Assistance Program, corporate discount savings program, and professional development resources. Detail information is available in the Welcome Packet.

EEO Statement

Apex Systems is an equal‑opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with applicable law.