Head of Client Onboarding

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, we're 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. You'll 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 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 th...