Onboarding & Automation Lead, Fintech Ops

Basic Capital; New York (NY); On-site; USD 90,000 - 140,000; Full time

Job summary

Basic Capital is seeking an Onboarding Lead to manage end-to-end client onboarding, from plan setup to migrations and payroll integration. You will architect scalable automation and AI-powered tooling to support numerous employers while maintaining strict plan compliance and adoption configuration.

You will educate clients and serve as the face of Basic Capital during implementations. This role requires strong stakeholder management, ability to transform manual processes into scalable systems,

Qualifications

• Excellent stakeholder management and clear, confident communication with administrators and executives.
• A systems builder who has turned manual, one-off processes into repeatable, scalable programs.
• A leverage mindset, using AI, automation, and tooling to scale impact rather than adding headcount.
• Comfort using data and tools such as spreadsheets, SQL, no-code platforms, or APIs, and partnering with technical teams.

Responsibilities

• Own the onboarding lifecycle end to end for every new employer, including plan setup, recordkeeper migrations, payroll integrations, and processing deconversions.
• Design and build the programmatic systems, automation, and AI-powered tooling that scale onboarding to many clients without scaling headcount.
• Own plan compliance and plan building, including adoption agreement configuration and plan design.
• Lead employee education and serve as the expert and the face of Basic Capital for the clients you bring live.
• Manage stakeholders and communicate clearly with administrators and executives throughout implementation.

Skills

Stakeholder mgmt

Systems builder

AI-powered tooling

Data tools

Tools

SQL

No-code

APIs

Job description

Basic Capital is seeking an Onboarding Lead to manage end-to-end client onboarding, from plan setup to migrations and payroll integration. You will architect scalable automation and AI-powered tooling to support numerous employers while maintaining strict plan compliance and adoption configuration.

You will educate clients and serve as the face of Basic Capital during implementations. This role requires strong stakeholder management, ability to transform manual processes into scalable systems,