Scaled Onboarding Specialist (Fintech)

Location: United States; remote-first

Salary: $63,800–$90,000 USD annually, depending on geographic zone, experience, expertise, and location.

Company

hirify.global is a fintech company building financial automation tools that help businesses manage spending, accounts payable, and accounts receivable.

What you will do

• Guide newly signed customers through onboarding across AP/AR and Spend & Expense.
• Support initial setup, platform configuration, accounting software integrations, and startup activities.
• Educate customers on core workflows and onboarding best practices to accelerate product adoption.
• Identify customer questions, risks, and blockers in real time and keep onboarding moving.
• Maintain accurate documentation and notes throughout customer interactions.
• Partner with Sales, Customer Success, Support, and other teams to improve onboarding execution and customer outcomes.

Requirements

• 2+ years of customer-facing experience in onboarding, implementation, account management, customer success, or a similar role.
• Bachelor’s degree.
• Experience supporting customers in a fast-paced environment with a strong focus on customer experience.
• Strong communication, organization, attention to detail, and ability to build trust quickly.
• Experience guiding customers through setup, integrations, or product adoption conversations.
• Must be authorized to work in the United States without requiring visa sponsorship now or in the future.

Nice to have

• Experience in SaaS, fintech, or financial software.
• Familiarity with AP, spend management, accounting software, or related workflows.

Culture & Benefits

• Remote-first work environment with office spaces in San Jose, California, and Draper, Utah.
• Medical, dental, and vision plans with HMO, PPO, and HDHP options.
• HSA and FSA accounts, life insurance, disability coverage, and an Employee Assistance Program.
• Observed holidays, wellness days, flexible time off, and wellness initiatives.
• Employee Stock Purchase Program, recognition programs, and referral programs.
• Inclusive workplace focused on diverse perspectives and transparent evaluation.