Head of Client Onboarding

The role

You will personally run clients through onboarding while building the systems, workflows, and automation to scale the function. You will own the onboarding process end-to-end and architect future scaling for fintechs, PSPs, and institutional clients.

What you will do

• Own the KYB process from initiation to completion
• Serve as the primary operational point of contact for clients through onboarding
• Work with each new financial partner to understand onboarding requirements
• Coordinate with Trading Operations on account activation
• Document and systematise the current manual onboarding process
• Build the strategic roadmap for transitioning from manual to automated KYB
• Work directly with Engineering to spec and prioritise automation
• Design and maintain onboarding workflows, checklists, and documentation standards
• Partner with Sales to ensure onboarding timelines are set correctly
• Work closely with Compliance to stay current on KYB policy and risk appetite

Required 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 an Engineering teams on automation and tooling
• Strong written communication skills

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

About the company

Codex is building the infrastructure for stablecoin-based cross-border payments. It is a small team backed by Circle, Coinbase, Dragonfly, Wintermute, and Cumberland.