Onboarding Manager (Hybrid)
Core
Guide founders and finance teams from contract signing to full tax compliance and platform launch.
Role type
Senior IC onboarding manager (SaaS/Fintech)
Builds
Automated tax compliance layer for digital businesses
Domain
Fintech / Tax technology / SaaS
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Project management, end-to-end onboarding execution, cross-functional collaboration, process optimization, technical troubleshooting, documentation creation, data import validation
Preferred skills
SQL, advanced Excel/Sheets, data migration workflows, Fintech/SaaS/E-commerce experience, AI tool usage (LLMs/Prompts)
Technologies
SQL, Excel, Sheets, LLMs
Responsibilities
Lead end-to-end onboarding for high-volume book of business to ensure 100% accurate Go-Live dates; Act as trusted advisor guiding clients through tax registrations, data transfers, and platform configuration; Identify process bottlenecks and work cross-functionally to improve Time-to-Value; Translate complex customer needs into actionable feedback for Product and Engineering; Create documentation, help center articles, and internal playbooks to enable scaling; Dig into data imports and integration settings to ensure financial data flows correctly.
