Head of Client Onboarding

Codex; Hongkong; Hybrid; HKD 900,000 - 1,400,000; Full time

Job summary

Codex is seeking a hands-on Head of Client Onboarding to lead onboarding for fintech clients, scale processes, and build automation with Engineering. You will own KYB end-to-end, activate new partners, and shape the future onboarding function as the company scales.

You will partner with Sales, Compliance, and Engineering, driving standards, workflows, and cross-functional processes to ensure fast, compliant client activation while maintaining strong client relationships.

Qualifications

• 8 to 15 years of hands-on experience in client onboarding, KYB, or operations.
• Strong familiarity with corporate KYB including entity structures and documentation.
• Experience owning one-to-many onboarding processes and scaling them.
• Experience working with Engineering on automation and tooling.
• Strong written communication skills, precise and professional.
• Detail-oriented but pragmatic, balancing manual work with automation.

Responsibilities

• Own the KYB process from initiation to completion and activation.
• Serve as primary operational contact for clients through onboarding.
• Adapt onboarding requirements for new partners and evolving needs.
• Coordinate with Trading Operations on account activation after KYB.
• Document and systematise current onboarding, identify bottlenecks.
• Design roadmaps from manual to automated KYB and define target state.
• Collaborate with Engineering to translate issues into product requirements.
• Maintain onboarding workflows, checklists and documentation standards.

Skills

KYB

Onboarding

Automation

Cross-functional coordination

Documentation standards

Engineering collaboration

Job description

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 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

Cross-functional Coordination

• Partner with Sales to ensure onboarding timelines are set correctly and deals don't 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 We're Looking For

• 8 to 15 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

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