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• Manage end-to-end customer onboarding for banking, treasury, and card products — including collection, review, and verification of KYC/KYB documentation in line with regulatory and partner requirements. • Conduct customer due diligence (CDD) by validating entity structures, beneficial ownership, UBOs, and control persons; assess risk and escalate higher-risk cases as needed. • Serve as the operational liaison with banking, treasury, and card network partners (e.g., Visa) to resolve onboarding issues, respond to compliance inquiries, and support approvals. • Maintain accurate onboarding records and workflows, ensuring audit-ready documentation, adherence to AML policies, and continuous improvement of onboarding processes and controls.

• Review inbound charge card applications and make approve / decline / manual review recommendations • Handle manual reviews for edge cases, exception requests, and higher-limit applications • Document your decisioning rationale clearly for each application • Manage the application queue and keep turnaround times tight for applicants • Apply and refine underwriting criteria, scoring logic, and credit limits by customer segment • Analyze repayment data to spot patterns and recommend adjustments • Help build out decisioning criteria as we accumulate more repayment and transaction history • Flag anomalies, fraud signals, and high-risk patterns to leadership • Track portfolio performance: delinquency rates, payment failures, ACH returns, and loss trends • Surface early warning signals and recommend proactive interventions • Produce regular reporting on portfolio health for internal stakeholders • Support compliance with relevant regulations (ECOA, Fair Lending, NACHA) • Partner with product and engineering on credit tooling, including application flows, internal review dashboards, and repayment infrastructure • Work with operations on collections, customer escalations, and disputes • Contribute to vendor evaluations for credit bureaus, bank data providers, and fraud tools

About Every.io At Every.io, 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. At Every.io, 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’re a Series A startup backed by top-tier investors, growing fast, and building a world-class team of makers. We are a Series A stage company that has raised $30 million in funding. We're looking for a hybrid Customer Success expert to join our team. This role combines technical account management and product management responsibilities. In this position, you will play a pivotal role in ensuring customer success while driving continuous product improvements and automation. What You’ll Do: Customer Success (75% initially): - Act as the primary technical point of contact for an assigned portfolio of customers. - Oversee the onboarding process, ensuring seamless implementation and adoption of our back-office solutions. - Provide expert-level technical support, troubleshooting, and issue resolution for existing customers. - Develop a deep understanding of customer needs, challenges, and desired outcomes. - Collaborate closely with cross-functional teams to advocate for customer requirements. Product Design and Management (25% initially): - Analyze customer feedback, usage data, and support tickets to identify areas for product improvement and automation. - Work closely with engineering teams to design and implement features that streamline customer onboarding and address recurring issues across our back-office offerings. - Continuously evaluate and enhance product documentation, training materials, and self-service resources. - Contribute to the product roadmap by prioritizing and defining requirements that enhance customer experiences. Over time, as you successfully automate customer onboarding and issue resolution processes, the allocation of responsibilities will shift: - Customer Success responsibilities will decrease to 25%. - Product Design and Management responsibilities will increase to 75%. You'll be a great fit if you have: - Bachelor's degree in a technical field or equivalent professional experience. - Passion for delivering exceptional customer experiences and driving continuous product improvement. - Strong understanding of software development lifecycles and product management methodologies (or willingness to learn) 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

• Own the month-end and year-end close process end-to-end • Manage and reconcile bank accounts; match and apply payments • Handle accounts receivable, including revenue recognition • Prepare tax schedules for income tax filing and coordinate with external preparers • Supervise and direct Joe, a part-time accountant handling AP and general entries • Cross-collaborate with payroll, sales, and sales support to ensure accurate journal entries and financial data • Read and interpret financial statements; present findings to leadership • Identify issues proactively and flag them before they become problems - especially around deadlines

• Own Tax Compliance & Strategy • Manage federal and multi-state corporate income tax compliance • Oversee SALT nexus, franchise taxes, and annual filings as we expand • Design and administer equity tax strategy (ISOs, NSOs, 83(b) elections) • Maximize and defend R&D tax credits in partnership with Engineering • Evaluate sales and use tax exposure and implement compliance workflows • Build Scalable Systems • Establish tax processes, calendars, and workflows from scratch • Build internal controls and documentation for audit readiness • Select and manage external advisors where needed • Set up the tech stack to support tax operations • Advise Leadership • Proactively flag tax implications of hiring, expansion, and product decisions • Support fundraising and investor diligence • Translate complex tax positions into clear business guidance for the CEO and leadership team