Scaled Onboarding Specialist

TL;DR

Scaled Onboarding Specialist (Fintech): Guide new customers through a fast, high-quality onboarding experience across Spend & Expense and AP/AR with an accent on speed-to-value, accounting software integrations, and early product activation. Focus on identifying risks and blockers in real time while delivering clear, confident communication and scalable onboarding execution.

Location: United States

Salary: $72,000–$90,000 USD (Zone 1: San Francisco Bay Area CA, New York City, Seattle, Los Angeles County); $64,800–$81,000 USD (Zone 2: CA excluding SF Bay Area and Los Angeles County, Austin TX, Massachusetts); $61,200–$76,500 USD (Zone 3: Utah, Houston TX, Florida, North Carolina)

Company

hirify.global builds financial automation tools that replace outdated financial processes for businesses.

What you will do

• Run day-to-day onboarding conversations with newly signed customers across AP/AR and Spend & Expense, driving activation during onboarding calls.
• Deliver onboarding that prioritizes speed, simplicity, and customer confidence through initial setup, platform startup, and best practices.
• Support basic setup and initial configuration, including accounting software integrations and key setup requirements.
• Educate customers on core workflows and how to get started successfully, helping them adopt and launch quickly.
• Identify customer questions, risks, and blockers in real time and keep onboarding moving.
• Maintain accurate system documentation and partner with Sales, Customer Success, Support, and cross-functional teams to improve onboarding 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 skills with the ability to build trust quickly.
• Experience guiding customers through setup, integrations, or product adoption conversations.
• Strong organizational skills and attention to detail for managing customer interactions and documentation.

Culture & Benefits

• Competitive benefits package including medical, dental, vision, life and disability insurance, 401(k), flexible spending and health savings accounts.
• Paid holidays and paid time off, plus wellness days and flexible time off.
• Employee Stock Purchase Program and employee discounts.
• Wellness & fitness initiatives, employee assistance program (EAP), and employee recognition/referral programs.
• Eligible for sales incentive and equity plans.