Onboarding Specialist

 Posted 4 hours ago
     
 $80000 - $130K per year
  
2-5 years experience
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AI Summary

The Onboarding Specialist serves as the primary point of contact for new customers, guiding them through the setup of payroll, bookkeeping, and tax products. They are responsible for managing the full contract process, coordinating internal team tasks, and ensuring a seamless go-live experience.

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

  • 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

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