Onboarding Specialist

Every

Onboarding Specialist managing customer onboarding processes for a fintech startup Every. Serving as primary contact and coordinating across multiple teams to ensure customer success.

Posted 6/11/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $80,000 - $130,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Competitive comp + meaningful equity
Great health benefits
Flexible hours
Generous PTO

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

onboardingcustomer successproject coordinationcontract managementbilling systemspayrollbookkeepingtaxesfinancial operationsfintech

Soft Skills

exceptional communicatordetail-orientedhighly responsiveorganizedsystems-drivencomfortable navigating ambiguityquick learnerproactive problem solvertime managementinterpersonal skills

Certifications

Bachelor's degree in a technical field