Onboarding & Implementation Specialist

Job Description:

We are looking for an experienced Onboarding & Implementation Specialist who will lead customers through onboarding, integration, and successful deployment of embedded finance and payment orchestration solutions. This is a post-sales delivery role focused on solution implementation, technical integration, configuration, and customer enablement.

You will work directly with customers' product, engineering, finance, and operations teams to ensure a seamless implementation experience. You will also collaborate internally with Product, Engineering, Compliance, Sales, and Support to ensure each customer launches smoothly and gains maximum value from the platform.

Key Responsibilities:

Customer Implementation & Onboarding

● Lead end-to-end onboarding for new customers, from project kickoff to go-live.

● Guide customers through integration of APIs, SDKs, and embedded UI components.

● Support configuration of ledgers, wallets, payment workflows, compliance modules, and treasury orchestration settings.

● Ensure customers meet all technical, operational, and compliance requirements before activation.

Technical Integration Support

● Work closely with customer engineering teams to troubleshoot integration issues.

● Review API requests, logs, data flows, and callback/webhook behavior to ensure correct implementation.

● Provide clear technical guidance on integration best practices for ACH, EFT, card, payouts, reconciliation, and embedded finance workflows.

Solution Delivery & Project Management

● Manage multiple customer implementation projects simultaneously with clear timelines, milestones, and progress reporting.

● Coordinate internal teams to ensure required resources are aligned for each customer launch.

● Identify risks and blockers early and drive timely resolution.

Customer Training & Enablement

● Deliver customer training sessions for portals, APIs, financial operations, compliance workflows, and reporting tools.

● Build and maintain documentation, checklists, SOPs, and workflows to support customer readiness.

Post-Launch Transition

● Ensure a smooth handoff to Customer Success & Support once the customer is live.

● Document all integration architecture, custom workflows, and launch decisions for internal reference.

What Success Looks Like in This Role

● Customers complete onboarding quickly with fewer escalations.

● Integrations go live without blockers and follow best practices.

● Customers fully adopt orchestration capabilities, reducing manual processes.

● Internal teams view you as the central coordinator for delivery and implementation quality.

Experience & Qualifications:

● 3–7+ years in SaaS implementation, technical delivery, onboarding, or integration consulting.

● Strong understanding of APIs, RESTful services, webhooks, and system-to-system integrations.

● Experience working with financial operations, payments, fintech, or compliance workflows is an asset.

● Excellent communication skills with both technical and non-technical stakeholders.

● Strong project management and problem-solving skills.

● Comfortable leading customer-facing technical conversations.

Nice to Have:

● Experience in fintech, payments, ERP, treasury systems, lending, or embedded financial services.

● Ability to read API logs, JSON payloads, and troubleshoot integration flows.

● Familiarity with core banking, payment gateways, ACH/EFT, and ledger systems.

Affinity Earn:

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About Affinity:

Affinity Group is a technology and business consulting and services company. We believe in creating long term relationships between clients and consultants that foster a mutually beneficial partnership. Affinity is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment is decided on the basis of qualifications, merit and business need.

For more information on Affinity, please visit www.affinity-

Job Number: 12850