Onboarding & Implementation Specialist
About the role
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:
Know someone who’s great for this, or any of our open roles? Earn up to $4,000/year for each successful referral through Affinity Earn. You can also earn up to $50,000 for helping us find new clients. Learn about our referral program at https://affinity-group.ca/earn/ or browse our jobs & follow us at https://www.linkedin.com/company/affinity-staffing/jobs/
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-group.ca
Job Number: 12850
About Affinity
Welcome to Affinity Group — your trusted partner in business and technology consulting. As a carbon-neutral company certified by ClimatePartner and recognized by the Globe and Mail as one of Canada's fastest-growing companies, we are dedicated to delivering an unrivalled experience for our employees, consultants, and clients.
Professional Excellence Across Disciplines:
- Cyber Security Solutions: Protecting your operations with cutting-edge security measures.
- Data Analytics and Business Intelligence: Transforming data into strategic insights.
- Digital Transformation: Pioneering digital innovations to future-proof your business.
- Enterprise Applications: Streamlining business processes through advanced software solutions.
- Project Management: Delivering projects with precision and efficiency.
- Technology Strategy & Architecture: Crafting robust IT frameworks to support scalable growth.
Delivering Tailored Solutions: We provide flexible, bespoke solutions designed to meet the specific demands of your business, driving your success forward with precision and innovation.
Global Reach with Affinity International: Expand your capabilities with our international talent solutions. Discover how we bring global expertise to your local and international projects at affinity-group.ca/international-companies.
Empowering Our Consultants: We are committed to facilitating professional growth and success. Explore a wide array of job opportunities through our referral program, AffinityEARN. Find your next challenge on our jobs page at affinity-group.ca/jobs or LinkedIn.
Ready to Enhance Your Business? Contact us today to discuss how we can support your goals. Email us at Sales@affinity-group.ca for inquiries and solutions tailored to your needs.
Join the innovative and supportive environment at Affinity Group, where we transform challenges into opportunities and individual potential into achievements. Discover more about how we can collaborate on our website below!
Onboarding & Implementation Specialist
About the role
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:
Know someone who’s great for this, or any of our open roles? Earn up to $4,000/year for each successful referral through Affinity Earn. You can also earn up to $50,000 for helping us find new clients. Learn about our referral program at https://affinity-group.ca/earn/ or browse our jobs & follow us at https://www.linkedin.com/company/affinity-staffing/jobs/
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-group.ca
Job Number: 12850
About Affinity
Welcome to Affinity Group — your trusted partner in business and technology consulting. As a carbon-neutral company certified by ClimatePartner and recognized by the Globe and Mail as one of Canada's fastest-growing companies, we are dedicated to delivering an unrivalled experience for our employees, consultants, and clients.
Professional Excellence Across Disciplines:
- Cyber Security Solutions: Protecting your operations with cutting-edge security measures.
- Data Analytics and Business Intelligence: Transforming data into strategic insights.
- Digital Transformation: Pioneering digital innovations to future-proof your business.
- Enterprise Applications: Streamlining business processes through advanced software solutions.
- Project Management: Delivering projects with precision and efficiency.
- Technology Strategy & Architecture: Crafting robust IT frameworks to support scalable growth.
Delivering Tailored Solutions: We provide flexible, bespoke solutions designed to meet the specific demands of your business, driving your success forward with precision and innovation.
Global Reach with Affinity International: Expand your capabilities with our international talent solutions. Discover how we bring global expertise to your local and international projects at affinity-group.ca/international-companies.
Empowering Our Consultants: We are committed to facilitating professional growth and success. Explore a wide array of job opportunities through our referral program, AffinityEARN. Find your next challenge on our jobs page at affinity-group.ca/jobs or LinkedIn.
Ready to Enhance Your Business? Contact us today to discuss how we can support your goals. Email us at Sales@affinity-group.ca for inquiries and solutions tailored to your needs.
Join the innovative and supportive environment at Affinity Group, where we transform challenges into opportunities and individual potential into achievements. Discover more about how we can collaborate on our website below!