Onboarding Specialist

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $80k - $130k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚀 Onboarding Specialist

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Every

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2021

💳 Fintech

🏦 Banking

☁️ SaaS

Fintech • Banking • SaaS

Every is a financial technology company that provides an all-in-one back-office platform built for startups and founders. Its product suite includes incorporation services, banking and debit cards (through a partner bank), treasury and cash sweep programs, payroll and HR, AI-assisted bookkeeping and bookkeeping services, and tax preparation. Every positions itself as a unified financial operating system that combines software, banking partnerships, and advisory/investment services to help early-stage companies launch, operate, and scale.

📋 Description

• 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