Role Description 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. Qualifications - 5 to 10 years of hands-on experience in client onboarding, KYB, or operations at a fintech, PSP, neobank, or payments company. - 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. - Experience working with 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.

• Lead churches through a successful launch across Tithely products including Giving, Apps, ChMS, Sites, and add-ons. • Provide high-touch, time-bound 1:1 onboarding and care for assigned accounts. • Deliver a high-quality onboarding experience through 1:1 video meetings, phone calls, email and inbox communication, webinars, and additional onboarding activities as needed. • Drive retention efforts by proactively engaging customers who are at risk of cancellation. • Position and sell Premium Onboarding for customers who want continued, guided onboarding assistance. • Coordinate smooth handoffs to long-term or lifetime care services for high-value customers. • Drive successful launches as a core KPI and consistently meet or exceed Scorecard metrics. • Track and manage onboarding accounts efficiently using tools such as HubSpot, Zendesk, and ChurnZero.

Role Description We are looking for a strategic, engaging, and leadership-oriented Team Lead, Onboarding to join our Implementation team. In this player-coach position, you will manage, mentor, and develop a team of Onboarding Specialists while continuing to deliver high-impact training and strategic adoption consulting yourself. Your goal is to scale team performance and ensure that new Ottimate clients don't just "have" our software, but are experts in using it to transform their financial workflows. Key Responsibilities - Team Leadership & Development: - Lead, mentor, and coach a team of Onboarding Specialists to drive high performance and professional growth. - Onboard new hires and successfully develop existing team members' consulting and presentation capabilities. - Conduct regular one-on-one meetings, provide constructive feedback, and handle performance management to cultivate a cohesive, high-performing team. - Act as the primary point of contact for enablement-related project risks and client escalations. - Learning Strategy & Delivery (Player Capacity): - Execute customized training programs tailored to various user personas (e.g., AP Clerks, Controllers, and CFOs). - Act as a primary consultant to client leadership, proactively identifying project risks to ensure continuous momentum. - Success Benchmarking & Optimization: - Define, track, and report on key adoption metrics and the overall effectiveness of the team's configuration and training interventions. - Work alongside Implementation Management to develop and refine enablement resources, guides, and training templates to streamline the onboarding journey. Qualifications - 3+ years of experience in Customer Enablement or Product Adoption within a SaaS environment. - 1+ years of direct employee management, team leadership, or formal training experience. - Proven capability to act as a player-coach: managing team dynamics while effectively executing individual enablement and project milestones. - Exceptional presentation skills; comfortable leading a 1:1 "deep dive" as well as presenting to large executive groups. - Strong interpersonal skills with a demonstrated ability to address conflict, manage workloads, and influence stakeholders at all levels of the organization. - A strong understanding of the Accounts Payable lifecycle or general B2B financial operations is highly preferred. - Analytical mindset with a problem-solving attitude, high attention to detail, and working knowledge of CRM tools, preferably Salesforce. Benefits - Compensation: $95,000-110,000 per year. - Competitive salary based on skills & experience. - Medical, Dental, Vision and other Company-Subsidized Benefits for you and your family. - Employer-sponsored 401(k) with company match. - Paid Time Off (and the encouragement to use it). - Annual company retreats. - Promote from within philosophy. - Opportunity to be part of a growing team at a pivotal moment of scale for the business. - Agency to solve difficult problems creatively and explore work that inspires you. - Work with sharp, passionate teammates solving unique challenges. - Commitment to empowering a diverse and inclusive workforce.

• Collaborate with internal technical teams to configure, deploy, and validate client-specific instances of the Veremark platform. • Ensure all client requirements, workflows, and configuration details are accurately captured and implemented. • Work closely with IT to troubleshoot any configuration or integration issues throughout onboarding. • Manage all onboarding activities, tasks, and documentation via Monday.com, ensuring a fully auditable onboarding record for every client. • Develop and deliver comprehensive user-training sessions (virtual or in person) to ensure clients can independently navigate and operate the Veremark platform. • Partner with the Customer Success function to produce and distribute digital training assets and client-facing resources. • Coordinate with Finance to ensure clients are correctly configured in all finance systems for accurate and timely invoicing. • Act as a cross-functional liaison between Technical, Finance, Customer Success, and Account Management teams to resolve onboarding or configuration-dependent issues. • Own the full 90-day onboarding project plan, including milestone tracking, risk management, and stakeholder communication.