Intermediate Onboarding Consultant

Posted 23 Days Ago
Be an Early Applicant
Vancouver, BC, CAN
In-Office
67K-69K Annually
Senior level
Financial Services
The Role
Lead and independently manage complex FinTech client implementations and partner projects. Serve as primary client liaison, design training and documentation, resolve integration/configuration issues, manage project plans and risks, and mentor junior onboarding consultants to ensure successful UAT and Go-Live adoption.
Summary Generated by Built In

Our Business

FISPAN Services Inc. (FISPAN) is an Enterprise SaaS FinTech company that allows banks to deploy embedded financial products and services to create a seamless banking connection for their corporate clients. Our product aims to provide instant scale and reach for banks who want to remove friction and add value by enabling their commercial banking clients to access banking services through their preferred ERP / accounting platform. 

Founded in 2016 and headquartered in downtown Vancouver, FISPAN is on a mission to create the best product in the FinTech industry and fundamentally change the way that companies bank. Being the market leader in ERP Banking, we work with the world’s Tier 1 banks with assets exceeding $3T, including J.P. Morgan Chase, Wells Fargo, TD and Bank of Montreal. 

We are looking for dynamic and passionate individuals to join our high performance team and contribute to our rapid growth and exciting journey.

We are looking for an experienced and highly autonomous IC2 Onboarding Consultant to step up and independently lead complex client implementations, and strategic internal and ecosystem partner projects. This role transitions from assisting onboarding initiatives to full ownership, making you the primary project manager and solution architect for your assigned engagements.

The IC2 often acts as the primary client or Bank Partner liaison, applying deep expertise in FISPAN configuration and complex troubleshooting to deliver high-quality solutions and drive client value. You will be responsible for defining project plans, managing risk, designing tailored training, and mentoring junior IC1s. Success requires a balance of technical Quality, strategic Innovation, decisive Leadership, and professional Communication with clients, partners and internal stakeholders.

Key Responsibilities:

  • Independently manage and execute complex client implementations and assigned internal projects, including proactive risk management and scope control.
  • Act as the Primary Relationship Owner for high-value implementation projects, managing client/Bank Partner expectations and handling all key communications.
  • Design and deliver tailored training programs and documentation (UAT/Go-Live support) to ensure high client adoption and improved Bank Partner and internal enablement.
  • Apply Technical Mastery to diagnose and resolve complex configuration and integration issues with minimal escalation.
  • Actively mentor and provide guidance to IC1 Onboarding Consultants, contributing to their development and the team's knowledge sharing.

Why Work With Us? 

 ✨  Visionary Team, Proven Results

Our leadership bench brings deep, collective experience in scaling high-growth FinTech companies through major funding cycles and critical market inflection points. This expertise creates a stable foundation, allowing you to focus on building and innovating. You will benefit directly from mentorship, expand your professional network, and learn the strategic decision-making processes required to lead a global, mature technology company.

🚀 Accelerated Career Ownership & DEI Commitment

We are an emerging high-growth company, and that means your career trajectory here is accelerated. Our employees are immediately given a high level of ownership and autonomy over complex, impactful projects.

As FISPAN continues to grow, we are committed to celebrating diversity, endorsing equity, and encouraging inclusion. We strive to eliminate bias throughout our recruitment process and build a culture where everyone feels they belong and can contribute their best work.

💰 Strategic Total Rewards & Wellbeing

We invest in your success. Our total compensation packages are designed to be highly competitive, including a semi-annual bonus plan that give you a true stake in our future. Beyond your compensation, you benefit from:

  • Best-in-Class Equipment: The most modern MacBook and Apple equipment.
  • Prime Location: Our downtown Vancouver office offers coastal views and access to the building fitness center.
  • Flexibility: Generous benefits, including a family leave top-up program and our Work-From-Anywhere policy.

☕ Purpose-Driven Culture & Prime Perks

Our culture is the foundation of our success. We operate with a "we over me" mentality, fostering strong, collaborative bonds built on Trust and Candor. You will also enjoy: fully stocked cupboards, weekly catered team lunches, and daily JJ Bean coffee runs to keep your energy high and your wallet happy.

Compensation Package  

FISPAN believes in an atmosphere and culture when innovation can flourish, collaboration and teamwork are valued and transparency is at the core of it all. We want our employees to see how the ideas they help generate today have an impact on how we do business tomorrow.With that, the hiring salary range for this position is $67,000-$69,000 annually; the base pay offered is based on comparable market data from companies of similar employee size, revenue and location. As part of our total rewards offering, permanent employees in this position may be eligible for our competitive semi-annual bonus program, subject to program eligibility requirements. 

At FISPAN, we reward employees for achieving their objectives, going beyond the requirements of their job, demonstrating leadership, fostering innovation and advancing the organization as a whole. We value talented people of all backgrounds and characteristics that share our vision of being the number one platform for the business banking ecosystem. 

Other components of our rewards offerings include support of career development, wellbeing, and personal growth. 

  • Extended health and dental benefits
  • Paid time off 
  • Savings and retirement plan matching
  • Parenthood top-up
  • Mentorship programs, and leadership series (to name a few) 

Note: The incentive programs, benefits, and perks have certain eligibility requirements and may vary, only be partially or not at all available based on criteria such as location, employment status, etc. We’ll be happy to clarify eligibility for interviewing candidates.

Skills Required

  • Experience independently leading complex client implementations and internal projects
  • Deep expertise in FISPAN configuration and troubleshooting complex integrations
  • Project management skills including risk management and scope control
  • Ability to design and deliver tailored training, UAT and Go-Live support, and documentation
  • Experience mentoring and guiding junior onboarding consultants
  • Strong communication and stakeholder management with clients, bank partners, and internal teams
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The Company
HQ: Vancouver, British Columbia
114 Employees
Year Founded: 2016

What We Do

FISPAN connects your business bank directly into your ERP environment, simplifying your treasury management processes, which saves you both time and money. With our plugin integration, you can automate your accounting entries, eliminate dual screen accounting and significantly streamline your treasury management experience. With a swift onboarding process, you can start paying your bills directly from your ERP in less than 30 minutes after deciding to install.

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