Onboarding Manager
Core
Guide founders and finance teams from contract signing to full tax compliance and platform launch.
Role type
Senior IC Onboarding Manager
Builds
End-to-end onboarding journeys for high-volume book of business
Domain
Fintech / Tax Compliance / SaaS
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Project management, process optimization, cross-functional collaboration, data import troubleshooting, documentation creation, technical explanation
Preferred skills
Fintech/SaaS/E-commerce experience, AI tool usage (LLMs/Prompts), startup environment adaptability
Technologies
API integrations, tax registration systems
Responsibilities
Lead end-to-end onboarding for high-volume clients, act as trusted advisor for tax registrations and data transfers, identify and remove process bottlenecks, translate customer needs into product feedback, create documentation and internal playbooks, troubleshoot data imports and integration settings
Seniority
Senior, hands-on IC
