Onboarding Manager
Core
Guide founders and finance teams from contract signing to full compliance and live status, acting as the face of the company for new clients.
Role type
Senior IC Onboarding Manager
Builds
End-to-end onboarding journeys for a high-volume book of business
Domain
Fintech / Tax Compliance / SaaS
Required skills
Project management, Technical troubleshooting, Cross-functional collaboration, Process optimization, Documentation creation, Data import management
Preferred skills
Startup experience, Fintech/SaaS/E-commerce ecosystem knowledge, AI tools usage (LLMs/Prompts)
Technologies
LLMs, Prompts, API integrations
Responsibilities
Lead end-to-end onboarding journeys ensuring 100% accuracy on Go-Live dates, Act as a trusted advisor guiding clients through tax registrations and platform configuration, Identify and remove bottlenecks to improve Time-to-Value, Translate complex customer needs into actionable feedback for Product and Engineering, Create documentation and internal playbooks to scale operations, Dig into data imports and integration settings to ensure data flow
Seniority
Senior, hands-on IC