Head of Client Onboarding

Job details

Work model

Remote

Salary

Not listed by source

Location

Flexible

Job description

Job Title: Head of Client Onboarding Department: Operations Reports to: CEO Location: Remote About Codex Codex is building the infrastructure for stablecoin-based cross-border payments - moving money faster, cheaper, and more transparently than the legacy financial system. Backed by Circle, Coinbase, Dragonfly, Wintermute, and Cumberland, we're a small team solving hard problems at the intersection of crypto and global payments. The Role This is a hands-on founding role: you will personally run clients through onboarding while building the systems, workflows, and automation that allow the function to scale. Codex is growing its client base rapidly - fintechs, PSPs, and institutional clients. Your job is to own the onboarding process end-to-end today, and architect what it looks like at 10x volume tomorrow. You'll report directly to the CEO and work closely with Sales, Compliance, and Engineering.   Responsibilities Client Onboarding Execution - Own the KYB process from initiation to completion - ensuring collection of corporate documentation, managing RFIs, coordinating with Compliance on risk determinations, and ensuring clients are cleared and activated as fast as possible - Serve as the primary operational point of contact for clients through onboarding by setting expectations, chasing outstanding items, and keeping deals moving without losing the relationship - Work with each new financial partner to understand their onboarding requirements and figure out the right process from scratch, adapting quickly as requirements evolve - Coordinate with Trading Operations on account activation once KYB is complete Process Design & Automation - Document and systematise the current manual onboarding process - identifying what's repeatable, what's fragile, and where the biggest bottlenecks are - Build the strategic roadmap for transitioning from manual to automated KYB - sequencing what gets automated first, what requires human judgement, and what the target state looks like - Work directly with Engineering to spec and prioritise automation - you'll need to understand the problem deeply enough to translate it into product requirements - Design and maintain onboarding workflows, checklists, and documentation standards that allow the function to scale to multiple staff members Cross-functional Coordination - Partner with Sales to ensure onboarding timelines are set correctly and deals don't stall after signing - Work closely with Compliance to stay current on KYB policy, risk appetite changes, and new documentation requirements as Codex expands into new markets - Feed client feedback on onboarding friction directly into the product and engineering roadmap What We're Looking For - 5 to 10 years of hands-on experience in client onboarding, KYB, or operations at a fintech, PSP, neobank, or payments company. You've been in the weeds, not just managing people who are, but your deep understanding of the day-to-day operations enable you to scale the function thoughtfully as well. - Strong familiarity with corporate KYB including entity structures, UBOs, documentation standards across multiple jurisdictions - Experience owning one-to-many onboarding processes and improving them over time - you've seen what breaks at scale and know how to fix it before it does - Experience working with an Engineering teams on automation and tooling - Strong written communication skills. You are clear, precise, and professional with clients and internal teams alike - Detail-oriented but pragmatic - you'll drive the manual work that's needed today without losing sight of the automated future you're building toward Nice to Have - Experience in the stablecoin or crypto payments space - Familiarity with cross-border payment rails and the compliance requirements that vary by corridor - Prior experience as the first or founding member of an onboarding function at an early-stage company

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