Head of Client Onboarding

Department: Client Onboarding

Location: Flexible

Employment Type: FullTime

Job Title: Head of Client Onboarding
Department: Operations
Reports to: CEO
Location: Remote

About Codex

Codex is building the infrastructure for stablecoin-based cross-border payments — moving money faster, cheaper, and more transparently than the legacy financial system. Backed by Circle, Coinbase, Dragonfly, Wintermute, and Cumberland, were a small team solving hard problems at the intersection of crypto and global payments.

The Role
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. Youll 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 whats repeatable, whats 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 — youll 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 dont 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

What Were Looking For

• 8 to 15 years of hands-on experience in client onboarding, KYB, or operations at a fintech, PSP, neobank, or payments company. Youve 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 — youve 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 — youll drive the manual work thats needed today without losing sight of the automated future youre building toward

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