Role Description
The SMB Onboarding Strategy & Operations (S&O) role focuses on improving the end-to-end onboarding experience for small and medium-sized merchants by identifying process inefficiencies, building visibility tools, and driving scalable solutions across cross-functional teams. This role acts as the single-threaded owner for SMB onboarding, ensuring merchants are launched quickly, accurately, and with minimal friction through data-driven insights, process automation, and clear ownership alignment.
Key Responsibilities
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Process Visibility & SLA Tracking: Build dashboards to monitor true onboarding timelines, identify delays, and surface insights to inform process and tooling improvements.
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Root Causing Blocked Cases: Develop a shared tracker for blocked cases, analyze trends, and work with cross-functional partners to resolve issues and implement sustainable fixes.
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Integrations Enablement: Design and refine onboarding workflows for new integration types (e.g., Shopify), and establish scalable processes as SMB Retail expands in 2027.
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Product & Tooling Guidance: Translate workflow gaps into actionable product requirements for systems like SFDC, and advocate for automation that reduces manual work.
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Cross-Functional Collaboration: Partner with MXO, GTMT, IA, Sales, and Product to ensure end-to-end alignment on onboarding priorities and execution.
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Data & Insights: Create and maintain onboarding performance dashboards to measure success and track progress toward SLAs and OKRs.
Qualifications
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2+ years of experience in a fast-paced environment, where youβve built and optimized processes from the ground up.
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Proficient in SQL and comfortable using data to uncover insights, measure impact, and inform operational or strategic decisions.
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Thrive in dynamic, fast-moving environments, adapting quickly while maintaining a high bar for execution and detail.
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Strong cross-functional collaborator.
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Ability to βherd catsβ β driving accountability, clarifying ownership, and keeping complex projects on track amid competing priorities.
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Strategic and analytical mindset, able to diagnose root causes and translate findings into actionable, scalable solutions.
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Exceptional communication and stakeholder management skills, capable of influencing without authority across seniority levels and functions.
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Systems- and process-oriented, with a knack for identifying inefficiencies and translating workflow pain points into clear product or tooling requirements.
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Impact-driven, motivated by improving merchant experiences and accelerating business outcomes through operational excellence.
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Energized by ambiguity, eager to define structure, build visibility, and create sustainable frameworks that set the foundation for long-term success.
Benefits
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Comprehensive benefits package including a 401(k) plan with employer matching.
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16 weeks of paid parental leave.
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Wellness benefits and commuter benefits match.
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Paid time off and paid sick leave in compliance with applicable laws.
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Medical, dental, and vision benefits.
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11 paid holidays.
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Disability and basic life insurance.
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Family-forming assistance and a mental health program.
Compensation
Actual compensation within the pay range listed below will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Base salary is localized according to employee work location.
The national base pay range for this position within the United States, including Illinois and Colorado: $74,800 β $110,000 USD.