Head of Client Onboarding
"What You'll Be Doing"
About This Role
This is a hands-on founding role reporting directly to the CEO. You'll personally run clients through onboarding while also building the systems, workflows, and automation needed to scale the function. Codex's client base — fintechs, PSPs, and institutional clients — is growing rapidly, and you'll own the onboarding process end-to-end today while architecting what it looks like at 10x volume tomorrow. You'll work closely with Sales, Compliance, and Engineering.
What You'll Be Doing
Own the KYB process from start to finish — collecting corporate documentation, managing RFIs, coordinating with Compliance on risk determinations, and getting clients cleared and activated as quickly as possible
Act as the primary operational point of contact for clients during onboarding, setting expectations, chasing outstanding items, and keeping deals moving without damaging the relationship
Work with each new financial partner to understand their specific onboarding requirements and build the right process from scratch, adapting as requirements change
Coordinate with Trading Operations on account activation once KYB is complete
Document and systematize the current manual onboarding process, identifying what's repeatable, what's fragile, and where the biggest bottlenecks are
Build the roadmap for moving from manual to automated KYB, sequencing what gets automated first, what still requires human judgement, and defining the target state
Work directly with Engineering to spec and prioritize automation, translating the problem into clear product requirements
Design and maintain onboarding workflows, checklists, and documentation standards that allow the function to scale across multiple staff members
Partner with Sales to set accurate onboarding timelines and prevent deals from stalling 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
8 to 15 years of hands-on experience in client onboarding, KYB, or operations at a fintech, PSP, neobank, or payments company, with deep day-to-day operational knowledge, not just people management
Strong familiarity with corporate KYB, including entity structures, UBOs, and documentation standards across multiple jurisdictions
Experience owning one-to-many onboarding processes and improving them over time, with a track record of anticipating and fixing what breaks at scale
Experience working with Engineering teams on automation and tooling
Strong written communication skills — clear, precise, and professional with clients and internal teams
Detail-oriented but pragmatic, able to drive today's manual work while building toward an automated future
Bonus Points
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
Ready to Apply?
To submit your application for this position, please visit Codex's official website and follow their application process.