Director, Customer Onboarding

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Our mission is to increase the success rate of small businesses. Traditional banking has been a growth limiter rather than a growth enabler for business owners, and we’re changing that. Relay is the all‑in‑one, collaborative money management platform. We’re building for employer SMBs and their finance function, internal and external, and are focused on delivering a human‑centric customer experience. Ultimately, we help SMBs be ‘on the money'.

The Role

At Relay, onboarding is where customer trust turns into habit, product value, and durable revenue. The Director, Customer Onboarding will own the strategy, operating model, and performance of our onboarding function across acquisition sources, including Direct, Product‑led, and Advisor Partnerships referral‑led customers. The Advisor channel is a meaningful growth driver for Relay and includes onboarding SMBs refe...