Onboarding Specialist
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Job Description
Onboarding Specialist managing customer onboarding processes for a fintech startup Every. Serving as primary contact and coordinating across multiple teams to ensure customer success.
Responsibilities:
- Serve as the primary point of contact for new customers from contract signature through go-live
- Lead Zoom onboarding calls to configure payroll, bookkeeping, taxes, and other Every products, walking customers through setup step by step
- Coordinate internally across Every's Payroll, Tax, Bookkeeping, and other product teams to ensure customer tasks are completed on time
- Own the full contract process: send, track, follow up, and confirm signatures
- Update billing systems accurately when contracts are executed
- Proactively manage open items, deadlines, and dependencies across multiple customer onboardings simultaneously
- Surface blockers early and drive resolution, whether the issue sits with the customer or internally
- Respond to customer inquiries quickly and clearly, same-day, always
- Build and refine onboarding playbooks as we scale
Requirements:
- Bachelor's degree in a technical field or equivalent professional experience.
- 1-3 years of experience in an onboarding, customer success, or relevant role
- Exceptional communicator: clear, confident, and polished on video calls with founders and executives
- Extremely detail-oriented: you catch what others miss and you never let a task go stale
- Strong project coordination instincts: you can manage many moving pieces across multiple teams without losing track
- Highly responsive by nature: you treat unanswered messages as unfinished work
- Organized and systems-driven: you build structure
- Comfortable navigating ambiguity and figuring things out in a fast-moving environment
- Quick to learn new tools and technology
- Bonus: exposure to payroll, bookkeeping, fintech, or financial operations
Benefits:
- Competitive comp + meaningful equity
- Great health benefits
- Flexible hours
- Generous PTO
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