Every
Financial Services
OnboardingSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Onboarding Specialist at Every. Skills: Customer onboarding, Client relationship management. Serve as primary point of contact. Lead Zoom onboarding calls”
Industry & Context.
Drive resolution
What They're Looking For.
Must Have
Bachelor's degree in technical field, 1-3 years experience, Exceptional communicator, Extremely detail-oriented, Project coordination instincts, Highly responsive, Organized and systems-driven, Comfortable navigating ambiguity, Quick to learn new tools
Nice to Have
Exposure to payroll, Exposure to bookkeeping, Exposure to fintech, Exposure to financial operations
What You'll Do.
Serve as primary point of contact
Lead Zoom onboarding calls
Coordinate internally across teams
Own full contract process
Confirm contract signatures
Update billing systems accurately
Proactively manage open items
Manage deadlines and dependencies
Surface blockers early
Respond to customer inquiries quickly
Build onboarding playbooks
Refine onboarding playbooks
How You'll Work.
Team & Collaboration
Coordinate with internal teams; Coordinate with product teams
Communication Scope
Video calls
Process & Methodology
Project coordination
Full Job Description
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
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