Codex Head of Client Onboarding at Codex responsible for executing and scaling the client onboarding process. This role involves hands-on management of KYB processes and building automation systems to support growth.
Responsibilities
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.
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
Qualification
Strong written communication skills
Required
5 to 10 years of hands-on experience in client onboarding, KYB, or operations at a fintech, PSP, neobank, or payments company. You've been in the weeds, not just managing people who are, but your deep understanding of the day-to-day operations enable you to scale the function thoughtfully as well.
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 — you've seen what breaks at scale and know how to fix it before it does
Experience working with an 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
Preferred
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
