Source Job

• Manage the Equity for EORs service end-to-end, including client onboarding and tax event processing.
• Develop continuous improvements and scalable automation solutions for equity operations.
• Ensure global compliance with income and tax withholding rules in scenarios involving cross-border mobility.

Deel is the all-in-one payroll and HR platform for global teams that combines HRIS, payroll, compliance, benefits, performance, and equipment management.

• Ensure seamless onboarding, transition, and conversion experience for financial services clients.
• Manage data migration, system setup, and documentation.
• Provide insights to improve processes and enhance client experience.

This position is posted by Jobgether on behalf of a partner company, using an AI-powered matching process.

• Provide 1:1 virtual follow-ups with customers as they learn to use purchased products.
• Manage multiple projects and ensure on-time deliverables.
• Maintain strong communication skills and comfort in a customer-facing environment.

Bloomerang's powerful giving platform and stellar support enable tens of thousands of nonprofits to raise more, recruit more, and retain more.

• Provide expert-level support via phone, chat, and email, specializing in payment, verification, and account-related issues.
• Troubleshoot complex billing, subscription, and transaction discrepancies with precision and empathy.
• Collaborate closely with engineering, product, and risk teams to identify root causes and escalate bugs or system-level issues.

Cloaked is a privacy startup dedicated to rebuilding consumer trust in how personal data is used.

• Own the end-to-end customer journey across evaluation services.
• Define and execute product strategies that improve onboarding and overall satisfaction.
• Build and maintain a roadmap focused on acquisition conversion, retention, and customer success.

At My Funded Futures, we’re transforming the world of proprietary trading by giving traders the capital, tools, and community they need to succeed.

• Manage the end-to-end onboarding technical process for new partners and clients.
• Facilitate live onboarding meetings, walking clients through key workflows and feature capabilities.
• Collaborate with cross-functional teams to troubleshoot issues and ensure all requirements are met for activation and launch.

ZayZoon's financial empowerment platform helps businesses make a big impact on employee financial wellness through services like earned wage access.

The role is the first line of support for clients and investors for all things Figure Markets. Act as a bridge between customers and internal teams to address any concerns and to ensure customer satisfaction. Provide technical support and troubleshooting, triage and route the identification of technical bugs, and track until resolved.

Figure is transforming capital markets through blockchain, combining transparency and efficiency with AI-driven automation to reimagine loan origination and trading.

Troubleshoot complex product and technical issues to determine severity and scope and respond accordingly. Manage issues and questions escalated from Customer Support, Account Management, and Implementation teams. Educate and empower customers to maximize use of products, tools, and services.

Experian is a global data and technology company, powering opportunities for people and businesses around the world.

• Establishing effective communication with clients
• Helping clients understand the platform and supporting them throughout the process of making a deposit
• Assisting clients via various communication channels (phone, WhatsApp, platform chat, email, push notifications)

PrimeXBT is a Top10 financial services provider offering a wide range of multi-asset trading products, including cryptocurrencies and CFDs. They offer a proprietary trading platform and integration with MetaTrader 5 (MT5) to provide its clients with a robust and versatile trading experience.

• Oversee the implementation and data migration of payroll systems for Deel’s clients.
• Lead and manage the full payroll implementation process, ensuring accurate data transfer and system configuration.
• Collaborate with internal teams and external stakeholders, guiding clients through setup and migration phases and offering ongoing support.

Deel is the all-in-one payroll and HR platform for global teams, aiming to unlock global opportunity for every person, team, and business.

• Oversee the processing of investments and transactions.
• Onboard and verify new clients while maintaining legal compliance.
• Support our Investor Relations team, along with other various teams throughout the organization.

Fundrise is a financial technology company that aims to build a better financial system for the individual. Founded in 2012, they are the largest direct-to-investor real estate investment platform in the United States.

We are looking for a motivated, curious, and independent individual to join our team and help shape the future of travel tech. The Onboarding team supports new customers right when they need it most, by migrating important content and providing personalized trainings. In this role, you’ll collaborate closely with Sales, Account Management, Product, and our customers.

WeTravel's mission is to help new customers get up and running quickly and effectively, empowering client’s businesses to grow.

• Assist with the daily operational activities of stablecoin issuance and redemption.
• Conduct stablecoin operations across mint/redeem workflows and fiat on/off ramp processes.
• Support the use and configuration of internal systems and third-party tools for secure and efficient operations.

Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, and security.

The Implementation Manager will oversee the full onboarding and integration lifecycle of fintech and banking partners. You will act as the primary liaison between partners and internal teams. This role involves contributing to scaling implementation frameworks, streamlining processes, and improving operational efficiency.

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.

Manage implementation and integration efforts for fraud and compliance products. Work closely with clients and provide end-to-end support during their onboarding process. Analyze clients' requirements from the technical and functional perspectives and design solutions.

Sardine is a leader in fraud prevention and AML compliance that uses device intelligence, behavior biometrics, machine learning, and AI to stop fraud before it happens.

Act as the project manager for the successful onboarding of accounts, and provide ongoing support for assigned customers. Collaborate with technical support, sales, product, and engineering to answer customer questions. Plan and organize customer data to power effective campaigns and newsletters.

Customer.io powers automated communication that people actually want to receive.

Handle client onboarding and manage follow-ups for document collection. Answer tax-related questions with mid-level expertise. Manage inbound calls, redirect inquiries, and schedule meetings using Go High Level.

The company specializes in tax preparation, client onboarding, and financial services.

• Own the technical side of the post-sale customer lifecycle, guiding implementations and driving adoption.
• Act as a trusted technical advisor on identity, access, device trust, and SaaS security to drive tangible outcomes for customers.
• Mentor peers and influence how 1Password scales customer engagement, processes, and best practices across the organization.

1Password is building the foundation for a safe, productive digital future by ensuring every identity is authentic and every application sign-in is secure.

• Coordinate new customer activities, ensuring all parties are informed of requirements, deliverables, and timelines.
• Act as a primary contact for customers, providing responsive support and addressing challenges from initial contact to deployment.
• Partner with Engineering and Product teams to resolve customer issues and develop new solutions, while contributing to documentation and training materials.

Airship helps brands drive revenue growth and customer loyalty with exceptional cross-channel customer experiences through its no-code, AI-powered platform.

Lead seamless onboarding experiences that set customers up for success and establish VanishID as a trusted partner in protecting their digital footprint. Build lasting partnerships with customers through proactive engagement, regular check-ins, and responsive support. Identify opportunities to expand accounts and ensure customer feedback shapes our product and service offerings.

VanishID is a cybersecurity company that offers privacy services to protect against a wide range of cyber and physical threats.