About The Position

The New Vertical Onboarding Strategy & Operations team drives a fast, seamless onboarding experience for merchants across SMB segments. It works with cross-functional partners to improve visibility, streamline workflows, and reduce friction through scalable process and product improvements. The team’s mission is to help every merchant launch smoothly and efficiently through data-driven insights and strong operational alignment. The SMB Onboarding Strategy & Operations role improves the end-to-end onboarding experience for small and medium-sized merchants. The Associate identifies process inefficiencies, builds visibility tools, and drives scalable solutions across teams. As the single-threaded owner for SMB onboarding, the role helps merchants launch quickly and accurately with minimal friction through data-driven insights, process automation, and clear ownership alignment. The position reports to the Manager of the Onboarding S&O pod on the Merchant Onboarding & Experience S&O team within the New Verticals Business Development organization. The role is expected to be filled by October 17, 2026. The listed national base salary range is $74,800–$110,000 USD, with actual compensation determined by factors including skills, relevant experience, and work location.

Requirements

  • At least 2 years of experience in a fast-paced environment, including building and optimizing processes from the ground up.
  • Proficiency in SQL and comfort using data to uncover insights, measure impact, and inform operational or strategic decisions.
  • Ability to adapt quickly in dynamic, fast-moving environments while maintaining high standards for execution and detail.
  • Strong cross-functional collaboration skills.
  • Ability to drive accountability, clarify ownership, and keep complex projects on track amid competing priorities.
  • Strategic and analytical mindset, with the ability to diagnose root causes and translate findings into actionable, scalable solutions.
  • Exceptional communication and stakeholder management skills, including the ability to influence without authority across seniority levels and functions.
  • Systems- and process-oriented approach, with the ability to identify inefficiencies and translate workflow pain points into clear product or tooling requirements.
  • Impact-driven approach and motivation to improve merchant experiences and business outcomes through operational excellence.
  • Comfort with ambiguity and eagerness to define structure, build visibility, and create sustainable frameworks.

Responsibilities

  • Build dashboards to monitor onboarding timelines, identify delays, and surface insights that inform process and tooling improvements.
  • Develop a shared tracker for blocked cases, analyze trends, and work with cross-functional partners to resolve issues and implement sustainable fixes.
  • Design and refine onboarding workflows for new integration types, such as Shopify, and establish scalable processes as SMB Retail expands in 2026.
  • Translate workflow gaps into actionable product requirements for systems such as SFDC, and advocate for automation that reduces manual work.
  • Partner with MXO, GTMT, IA, Sales, and Product to align on onboarding priorities and execution.
  • Create and maintain onboarding performance dashboards to measure success and track progress toward SLAs and OKRs.
  • Use data to identify blockers and lead systemic, cross-team improvements.
  • Build visibility tools, performance metrics, and scalable workflows to improve SMB merchant onboarding.

Benefits

  • 401(k) plan with employer matching
  • 16 weeks of paid parental leave
  • Wellness benefits
  • Commuter benefits match
  • Paid time off and paid sick leave
  • Medical, dental, and vision benefits
  • 11 paid holidays
  • Disability and basic life insurance
  • Family-forming assistance
  • Mental health program
  • Flexible paid time off/vacation for salaried roles
  • 80 hours of paid sick time per year for salaried roles
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