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Fintech Onboarding Manager Jobs (NOW HIRING)

Socure

Senior Solution Consultant, Fintech

New York, NY · On-site +1

$160K - $185K/yr

Meaningful experience in fintech, payments, neobanking, lending, or sponsor banking environments-ideally with exposure to digital onboarding, KYC/KYB, transaction monitoring, or fraud/risk management ...

SOLANA FOUNDATION

Support onboarding and ongoing engagement to ensure strong product adoption and customer success ... management, partnerships, customer success, or client-facing roles in fintech or web3.

Fintech Brand

Distributor Data Analyst

Tampa, FL · On-site

Support new distributor onboarding to maximize retailer relationships and secure customer lists ... Fintech's management team is dedicated to this policy with respect to recruitment, hiring ...

With Cherry, Inc

Onboarding Specialist

$87K/yr

Onboarding Specialist About Cherry Started in 2019, Cherry is an extremely fast growing FinTech ... Bonus for experience with sales, customer success, or account management Compensation Package ...

Apex Fintech Solutions

Sr Client Delivery Analyst

Austin, TX · Hybrid

$87K - $115K/yr

Deep knowledge of fintech firms' onboarding expectations with new custodians and a proven track record of successful firm transitions * Experience managing complex projects involving multiple ...

BitGo

Sales Director- Fintech

San Francisco, CA · On-site

$350K/yr

Own the full sales lifecycle for fintech and payments-focused institutional clients, from prospecting through close, onboarding, and expansion. * Develop and manage a pipeline of high-value ...

Fintech

Vendor Sales Executive

Tampa, FL · On-site

... our onboarding and activation teams. Requires 3-5 years of experience as front-line individual ... Actively work in Fintech's CRM system for lead tracking, sales opportunity creation and any ...

BitGo

Sales Director- Fintech

San Francisco, CA · On-site

$350K/yr

Own the full sales lifecycle for fintech and payments-focused institutional clients, from prospecting through close, onboarding, and expansion. * Develop and manage a pipeline of high-value ...

ServiceTitan

Technical Program Manager, Fintech

Glendale, CA · On-site +1

$136K - $177K/yr

As a Technical Program Manager for Fintech, you will drive end-to-end program execution and ... We offer a comprehensive onboarding program, leadership training for Titans at all levels, and ...

Socket.dev

Technical Program Manager, Fintech

California, MO · On-site

$115K - $149K/yr

As a Technical Program Manager for Fintech, you will drive end-to-end program execution and ... We offer a comprehensive onboarding program, leadership training for Titans at all levels, and ...

Apex Fintech Solutions

Sales Manager

New York, NY · On-site

WHO WE ARE Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth ... Proactively engage with clients during sales and implementation phases, ensuring smooth onboarding ...

BauerFinancial, Inc.

$185K - $250K/yr

Director of Fintech Banking Full Time Regular Senior Management California, CA, US 12 days ago ... treasury management, and digital banking solutions. * Coordinate partner onboarding, system ...

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Fintech Onboarding Manager information

See salary details

$39K

$86.1K

$129.5K

How much do fintech onboarding manager jobs pay per year?

As of Sep 10, 2026, the average yearly pay for fintech onboarding manager in the United States is $86,139.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,000.00 and $100,000.00 per year, depending on experience, location, and employer.

What does a Fintech Onboarding Manager do?

A Fintech Onboarding Manager oversees the process of integrating new clients or partners into a fintech company's platform or services. Their responsibilities typically include guiding customers through compliance checks, coordinating internal teams, ensuring smooth data migration, and providing training or support during the onboarding process. They play a crucial role in creating a positive first impression and ensuring clients are set up for long-term success with the company's financial technology solutions.

What are the key skills and qualifications needed to thrive as a Fintech Onboarding Manager?

A Fintech Onboarding Manager thrives with expertise in client relationship management, knowledge of financial regulations, and experience in fintech products or services, often supported by a relevant degree. Familiarity with CRM platforms, KYC/AML compliance tools, and onboarding software is typically required. Exceptional communication, problem-solving, and organizational skills help build trust with clients and ensure seamless transitions. These competencies are crucial for delivering a smooth onboarding experience, maintaining regulatory compliance, and fostering long-term client satisfaction in a competitive fintech environment.

What are some common challenges faced by Fintech Onboarding Managers during client implementation, and how can they be addressed?

Fintech Onboarding Managers often encounter challenges such as navigating complex regulatory requirements, aligning client expectations with platform capabilities, and managing tight timelines for implementation. Proactive communication, thorough documentation, and close collaboration with compliance, product, and technical teams are essential to overcoming these hurdles. Building strong relationships with clients and internal stakeholders also helps ensure a smooth onboarding process and fosters long-term client satisfaction.

What is the difference between Fintech Onboarding Manager vs Customer Onboarding Specialist?

AspectFintech Onboarding ManagerCustomer Onboarding Specialist
CredentialsRelevant certifications in finance, compliance, or project managementCustomer service or onboarding certifications often preferred
Work EnvironmentLeads onboarding teams, manages processes, collaborates with compliance and salesExecutes onboarding tasks, interacts directly with clients, supports onboarding procedures
Employer & Industry UsageFinancial technology firms, banks, fintech startupsFintech companies, banks, financial service providers
Search & Comparison IntentUnderstanding managerial onboarding roles in fintechLearning about frontline onboarding roles in fintech

The Fintech Onboarding Manager typically oversees onboarding processes, manages teams, and ensures compliance, while the Customer Onboarding Specialist focuses on executing onboarding tasks and providing direct client support. Both roles are essential in fintech, but differ in scope and responsibilities.

What are popular job titles related to Fintech Onboarding Manager jobs?

For Fintech Onboarding Manager jobs, the most frequently searched job titles are:

Infographic showing various Fintech Onboarding Manager job openings in the United States as of September 2026, with employment types broken down into 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $86,139 per year, or $41.4 per hour.

Senior Solution Consultant, Fintech

New York, NY • On-site, Remote

Socure
Software Development • 501 - 1,000 employees
Learn more about Socureexternal

$160K - $185K/yr

Full-time

Re-posted 14 days ago

Job description

Why Socure?
Socure is building the identity trust infrastructure for the digital economy - verifying 100% of good identities in real time and stopping fraud before it starts. The mission is big, the problems are complex, and the impact is felt by businesses, governments, and millions of people every day.
We hire people who want that level of responsibility. People who move fast, think critically, act like owners, and care deeply about solving customer problems with precision. If you want predictability or narrow scope, this won't be your place. If you want to help build the future of identity with a team that holds a high bar for itself - keep reading.
As a Senior Pre-Sales Solution Consultant, Fintech, you will be the primary technical point-of-contact throughout the sales cycle for fintech and payments prospects in the Fintech pod. You will be responsible for understanding client requirements, designing end-to-end onboarding and transaction risk workflows, and demonstrating how Socure's platform delivers measurable impact across conversion, fraud losses, and operational efficiency. You will collaborate closely with Sales, Data Science, Product, Engineering, and Customer Success to run high-impact discovery, architect solutions, and lead proof-of-concepts that de-risk technical decisions and accelerate deal cycles.
You will also serve as a bridge between technical and non-technical stakeholders, ensuring that complex model performance, data flows, and integration patterns are communicated clearly to executives, product leaders, and risk teams at our customers.
Job Responsibilities
  • Serve as the day-to-day technical expert for fintech and payments opportunities, partnering with Fintech Account Executive Directors as the primary pre-sales Solution Consultant for your territory and segment.
  • Lead discovery with prospects to deeply understand their business models (e.g., neobanks, BNPL, card issuing, sponsor banks), risk posture, regulatory constraints, and onboarding or transaction flows-then translate these into tailored Socure solution architectures.
  • Design end-to-end identity and fraud workflows across Socure's products including API integration patterns, decisioning logic, rules, and data orchestration.
  • Collaborate with Data Science to scope, design, and execute proof-of-concepts (POCs) and backtests for fintech prospects, defining success metrics, evaluation methodology, and governance; interpret results and present clear recommendations to both technical and executive stakeholders.
  • Partner with Product and Product Marketing to funnel field insights from fintech deals-including emerging use cases (e.g., instant payouts, embedded finance, KYC/KYB, account takeover)-into roadmap discussions, solution patterns, and external thought leadership (blogs, webinars, whitepapers, conference content).
  • Participate in business development activities including building and delivering compelling demos, presenting solution recommendations, contributing to RFPs/RFIs, and helping construct statements of work (SOWs) and pricing scenarios that align technical scope with commercial structure.
  • Act as a trusted advisor to senior client stakeholders (CRO, CISO, CTO, Head of Risk/Compliance, Product leaders) by simplifying complex statistical and technical concepts-such as model performance, threshold strategies, swap sets, and regulatory implications-into actionable business decisions.
  • Partner with post-sales Solution Consultants, Customer Success, and Technical Project Managers to ensure smooth handoffs from pre- to post-sales, including documenting solution assumptions, success criteria, and implementation risks to protect value realization and retention.
  • Contribute to internal best practices for fintech solution design (playbooks, discovery templates, POC frameworks, exec-ready decks) and actively mentor junior or peer Solution Consultants, modeling Socure's embedded leadership competencies (continuous learning, effective communication, accountability, team development, decision making, managing change).
  • Stay ahead of fintech and payments industry trends, fraud and identity attack vectors, and evolving regulations impacting digital onboarding and money movement; use this knowledge to guide clients and influence internal strategy.
Job Requirements
  • Bachelor's degree in business, engineering, math, economics, computer science, or a related field, or equivalent practical experience.
  • 7+ years of professional experience, including at least 4+ years in a client-facing technical role such as solution consulting, sales engineering, professional services, or technical pre-sales within enterprise SaaS or data products.
  • Meaningful experience in fintech, payments, neobanking, lending, or sponsor banking environments-ideally with exposure to digital onboarding, KYC/KYB, transaction monitoring, or fraud/risk management workflows.
  • Demonstrated track record leading complex, multi-stakeholder pre-sales engagements end-to-end: discovery, solution design, demo strategy, POC/backtest design, success metrics definition, and technical close support.
  • Strong technical depth across modern SaaS and data architectures, including RESTful APIs, event-driven or batch data integrations, rules/decision engines, analytics, and familiarity with ML/DS-adjacent technologies.
  • Ability to synthesize complex statistical and technical information-such as model performance, lift curves, ROC/AUC, threshold optimization, or swap sets-into clear, business-oriented recommendations for risk, product, and executive stakeholders.
  • Experience acting as a bridge between technical and non-technical audiences, with excellent written and verbal communication skills and a strong executive presence; comfortable presenting to C-level and board-level stakeholders at high-growth fintechs and financial institutions.
  • Proven collaboration skills across Sales, Data Science, Product, Engineering, and Customer Success, with the ability to influence without authority and drive alignment in fast-paced, ambiguous environments.
  • Demonstrated commitment to Socure-aligned leadership behaviors: continuous learning and improvement, effective and transparent communication, ownership and accountability for outcomes, mentoring and uplifting teammates, sound judgment under uncertainty, and adaptability through change.
  • Comfort operating in a high-growth, mission-driven company and willingness to travel (e.g., up to ~30%) to support key client meetings, workshops, and events, as needed.

Socure is an equal opportunity employer that values diversity in all its forms within our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
If you need an accommodation during any stage of the application or hiring process-including interview or onboarding support-please reach out to your Socure recruiting partner directly.
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