[Hiring] Head of Client Onboarding @Codex

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

• 8 to 15 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 — clear, precise, and professional with clients and internal teams alike.
• Detail-oriented but pragmatic — able to drive the manual work that's needed today without losing sight of the automated future.

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.