About Our Client:
The organization operates within the fintech industry, focusing on replacing outdated financial processes with innovative automation tools. This program aims to empower businesses—from startups to established brands—by helping them make smarter decisions and gain control over their operations. The company emphasizes creating the future of financial automation, offering solutions that improve operational efficiency and financial management for its clients. It is a remote-first team with offices in San Jose, CA, and Draper, UT, prioritizing inclusion and diverse perspectives.
About the Opportunity:
The SCALED ONBOARDING SPECIALIST is responsible for guiding new customers through a fast and effective onboarding process for financial software products covering Spend & Expense and Accounts Payable/Accounts Receivable. The role is pivotal in accelerating customer activation and adoption by providing expert guidance on setup, integrations, and workflow best practices. This position contributes by ensuring customers achieve early success and confidence in using the platform, directly impacting customer satisfaction and retention.
Responsibilities:
- Conduct onboarding calls with newly signed customers to drive platform activation
- Deliver onboarding that emphasizes speed, simplicity, and customer confidence
- Support basic setup and initial platform configuration for Spend & Expense and AP/AR products
- Assist customers with accounting software integrations and setup requirements
- Educate customers on best practices and core workflows
- Promote early product adoption and effective platform use
- Identify and resolve customer questions or blockers during onboarding
- Collaborate with Sales, Customer Success, Support, and other teams to ensure a smooth experience
- Maintain accurate documentation and notes throughout onboarding
- Support scalable onboarding processes that align with customer and business goals
Requirements:
- Minimum of 2 years in customer-facing roles such as onboarding, implementation, account management, or customer success
- Bachelor's degree
- Experience in fast-paced environments with a strong focus on customer experience
- Excellent communication skills and ability to build trust quickly
- Proven ability to guide customers through setup, integrations, and adoption
- Strong organizational skills and attention to detail
- Ability to manage multiple products and customer needs simultaneously
- Preferred experience in SaaS, fintech, or financial software
- Familiarity with AP, spend management, or accounting workflows is advantageous
- Applicants must have authorization to work in the United States without visa sponsorship
Pay Range and Compensation Package:
- Salary ranges vary by geographic zone, from $63,800 to $90,000 annually depending on location
- Eligible for a benefits package including medical, dental, vision, life and disability insurance, 401(k), flexible spending and health savings accounts, paid holidays, and paid time off
Benefits & Perks:
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) retirement plan
- Disability insurance
Equal Opportunity Statement: Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.
Note:
RemoteHunter is a recruitment partner of this role. Please note that all employment decisions, including candidate assessment, interviews, hiring, compensation, and employment terms, are made exclusively by the hiring employer.