Full-Time

Client Onboarding Consultant

FISPAN

FISPAN

201-500 employees

ERP-integrated embedded banking platform

Compensation Overview

$55k - $60k/yr

+ Semi-annual Bonus

Vancouver, BC, Canada

Remote

Remote position; Vancouver reference location; Work-From-Anywhere policy.

Category
Customer Experience & Support (2)
,
Required Skills
DevOps
Requirements
  • Two years experience in a customer or client facing role (i.e. Customer Success).
  • Experience with implementing SaaS or similar products for large enterprise users is a bonus.
  • Strong aptitude with an ability to learn new technologies quickly.
  • Excellent written and verbal English proficiency.
  • Self-motivated, confident, competitive, detailed-oriented, and big appetite for high achievement.
  • Available to work flexible hours/shifts, including on-call and statutory holidays.
  • Superb customer service skills.
  • Interested in technology and how money gets from point A to Point B.
  • A second language not necessary but is an asset.
  • Someone who is wanting to make an opportunity their own.
  • Looking for growth potential in the role and organization.
Responsibilities
  • Provide exceptional customer service experience by providing support for new FISPAN users in the implementation of FISPAN’s products
  • Develop strong and trusted relationships with customers throughout the implementation project
  • Become the technical subject matter expert (SME) for FISPAN’s products and services
  • Effectively and proactively troubleshoot errors occurring during the customer onboarding process
  • Respond to all internal and external stakeholder questions and concerns with a high level of professionalism
  • Collaborate with other departments, including Product, Development, DevOps, and Management, to build customer feedback loops and drive constant improvement.
  • Document customer communications and recurring technical issues to support product quality programs and product development
  • Contribute to Support Knowledge Base Articles and FAQ’s
  • Contribute to customer success initiatives when needed

FISPAN provides embedded banking software that puts banking services directly into enterprise resource planning (ERP) and accounting systems. Its cloud platform connects banks with corporate clients to automate accounts payable and accounts receivable, enable real-time payments, and improve cash management. Clients access the service via a subscription, with possible transaction-based fees for certain features. Unlike standalone fintech or bank portals, FISPAN differentiates itself through native ERP integration and open-banking API connections that let corporate treasurers, CFOs, and financial institutions run finance operations inside their existing systems. The company aims to help enterprises streamline financial processes, accelerate payments, and optimize cash flow, with North America as its core market and potential for global expansion.

Company Size

201-500

Company Stage

Series B

Total Funding

$69.9M

Headquarters

Vancouver, Canada

Founded

2016

Simplify Jobs

Simplify's Take

What believers are saying

  • Raised $30M Series B from Canapi Ventures on June 3, 2025, for expansion.
  • Powers over 5,000 businesses with $100B annual payment volume across 40,000 accounts.
  • New partnerships with Sage and MUFG accelerate embedded banking adoption.

What critics are saying

  • TD Bank's March 2026 Workday integration bypasses FISPAN entirely.
  • Sage Intacct's native banking features commoditize FISPAN's connectivity by 2027.
  • Wells Fargo's proprietary treasury APIs capture mid-market deposits by 2028.

What makes FISPAN unique

  • FISPAN embeds banking directly into ERPs like Sage Intacct for 1,000+ businesses.
  • Partners with banks including Wells Fargo, TD Bank, and JP Morgan for seamless connectivity.
  • Automates AP/AR reconciliation, saving 5-10 hours weekly per receivables team.

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Benefits

Health Insurance

Dental Insurance

401(k) Retirement Plan

401(k) Company Match

Paid Vacation

Paid Sick Leave

Flexible Work Hours

Parenthood Top-Up

Growth & Insights and Company News

Headcount

6 month growth

1%

1 year growth

1%

2 year growth

1%
PR Newswire
Jun 3rd, 2025
FISPAN Raises $30M Series B to Accelerate Embedded Banking Innovation for Mid-Market Businesses

VANCOUVER, BC, June 3, 2025 /PRNewswire/ - FISPAN, the industry leader in embedded ERP banking solutions, announced today that it has closed $30 million USD in Series B funding led by fintech and enterprise software investment firm Canapi Ventures.

Investors Hangout
Jun 3rd, 2025
FISPAN Secures $30M for Banking Transformation

FISPAN has raised $30 million in Series B funding led by Canapi Ventures to enhance its embedded banking solutions and expand market reach. The investment will support product development, market expansion, and talent acquisition. FISPAN integrates banking services into ERP systems, improving financial workflows, automation, and accuracy for mid-market businesses. Tom Davis from Canapi Ventures will join FISPAN's board to support strategic growth initiatives.

FISPAN
Feb 13th, 2025
The Power of Partnerships: How Banks & Fintechs Are Shaping the Future of Financial Services

At AFP 2024, FISPAN's Senior Vice President of Revenue, Zack Manning, joined Mathew Obergfoll, Head of Middle Market at Wells Fargo for Global Treasury Management, on the Treasury Takeaways podcast to discuss a topic at the forefront of financial services: innovation and collaboration between banks and fintechs.

PYMNTS
Dec 6th, 2023
Jpm Chase Names J.P. Jolly Head Of Commercial Banking Payments Solutions

JPMorgan Chase has named Hubert J.P. Jolly the new head of payments solutions for its commercial banking business.Jolly is co-head of global corporate and eCommerce sales at J.P. Morgan Payments, the company said in a Tuesday (Dec. 5) press release emailed to PYMNTS.In his new role, Jolly will help deliver JPMorgan Chase Commercial Banking’s payments, liquidity and account solutions to clients, according to the release.“In this role, J.P. and his team will be focused on identifying, developing and commercializing integrated payments solutions for its clients, including high-growth startups, midsize businesses, government entities, not-for-profit organizations, large corporations and commercial real estate investors, developers and owners,” the release said.Before joining JPMorgan Chase in 2020, Jolly was head of treasury services for Bank of America’s commercial bank, per the release.In his new role, he will report to Doug Petno, CEO of Commercial Banking, and have accountability to Takis Georgakopoulos, global head of payments, according to the release.“We’re excited about the opportunities ahead and look forward to continuing to build momentum under J.P.’s leadership,” Petno and Georgakopoulos said in a joint statement.Commercial banking is primed to refashion commercial payments and make them more user friendly by helping businesses of all sizes scale more easily by deepening their ties to the connected economy, Sam Yen, chief innovation officer for Commercial Banking at JPMorgan Chase, told PYMNTS in an interview posted in November 2022.“Technology is not as scary as it once was,” Yen said, noting that while businesses are more open to new ideas today than in the past, it’s also important for financial institutions and their clients not to get too hung up on the details of payment modalities or the hardware and software aspects, which are just “instruments and tools.”PYMNTS Intelligence has found that corporate banking clients are becoming increasingly demanding when it comes to getting advanced digital tools and support from their financial institutions.Whether it’s a small to medium-sized business (SMB) or a large corporation, business leaders have cranked up their acceptance of and need for digitization across their empires, according to the “Next-Gen Commercial Banking Tracker®,” a PYMNTS and FISPAN collaboration

PYMNTS
Nov 28th, 2023
Entrust Launches New Digital Account Opening Solution For Financial Institutions

Entrust has launched a new digital account opening solution for banks and credit unions.The new Entrust Digital Account Opening Solution is designed to overcome barriers created by geography, technology or inconvenience that make it difficult for consumers to open an account, the company said in a Tuesday (Nov. 28) press release.“Entrust is working to redefine the customer experience in the banking industry,” Tony Ball, president of payments and identity at Entrust, said in the release.The Entrust Digital Account Opening solution enables banks and credit unions to onboard new customers from anywhere using their smartphones and government-issued IDs, according to the press release.In addition to helping financial institutions reduce the time and effort required for genuine consumers to open a bank account online, the solution aids them in providing those new account holders with both a digital card issued to a mobile wallet and a physical card delivered through a branch or by mail, the release said.The solution also reduces risk for financial institutions and ensures know your customer (KYC) compliance, per the release.“With our new solution, banks and credit unions can enhance their service to all of their customers, offering faster onboarding, an unmatched level of security and convenience,” Ball said in the release. “And, by breaking down barriers to account opening, more people will be able to build trusted banking relationships more easily, and lay the foundation for healthy, long-term involvement with the digital economy.”PYMNTS Intelligence has found that the onboarding experience at many financial institutions is difficult, with processes that still rely on manual, time-consuming tasks, visits to brick-and-mortar locations and requests for paper copies of documents.Their potential customers, however, are increasingly sophisticated and have developed higher expectations about onboarding after having experienced the new standard of a seamless onboarding process offered by companies like Apple, Google and Amazon, according to the “Next-Gen Commercial Banking Tracker®,” a PYMNTS and FISPAN collaboration.Working with FinTechs or other third parties to digitize onboarding could be the preferred strategy for financial institutions to streamline the onboarding process easily and completely, the report found