Onboarding Specialist

Posted 2 Days Ago
Hiring Remotely in USA
Remote
80K-130K Annually
Entry level
Artificial Intelligence • Fintech • Financial Services
All-in-one back office built for founders. Save time setting up and running your company.
The Role
The role involves managing customer success for onboarding and technical support while collaborating on product design and management based on customer feedback.
Summary Generated by Built In
About Every

At Every we're reimagining back-office operations for startups. Our platform simplifies finance, compliance, HR, and more - helping founders stay focused on building, not paperwork. We offer everything a startup needs in one place: Banking, Cards, Bill Payments, Bookkeeping, Tax, HR, Payroll, and Benefits-all with 10x better workflows using AI. We're a Series A startup backed by YC and Redpoint Ventures (Instacart, Stripe, Ramp), growing fast, and building a world-class team.

The Role:

You'll be the first person our customers meet after they sign up and the person they rely on throughout their entire onboarding journey.

As an Onboarding Specialist, you're the single point of contact for new customers: you'll run live Zoom sessions to configure payroll and bookkeeping, coordinate across Every's internal teams, chase down what's needed, and make sure nothing falls through the cracks until the customer is fully live.

This role requires someone who can hold a room on a Zoom call, manage a complex web of tasks across multiple teams simultaneously, and respond to customers before they have to ask twice.

What You’ll Do:

  • 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

You'll be a great fit if you have:

  • 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, not workarounds

  • 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

Why Join Us?

  • Be part of a mission-driven startup solving real problems for founders

  • Work alongside experienced builders in a low-ego, high-ownership environment

  • Competitive comp + meaningful equity

  • Great health benefits, flexible hours, generous PTO

Skills Required

  • Bachelor's degree in a technical field
  • Strong understanding of software development lifecycles
  • Product management methodologies knowledge
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The Company
HQ: San Francisco, CA
51 Employees
Year Founded: 2021

What We Do

Every is the operating system for your back office, combining incorporation, banking, payroll, accounting, HR, taxes, and compliance—all in one place. Whether you're launching your first company or scaling after raising funds, Every provides you with the tools and expert support to manage financial operations, remain compliant, and run your business with ease. No more juggling multiple vendors—Every streamlines everything, allowing you to focus on building and growing. Would you like to see how it works for your business? Request a personalized tour and discover how Every can support you at every stage. https://www.every.io/why-every

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