About The Position

The SMB Onboarding Strategy & Operations (S&O) role focuses on improving the end-to-end onboarding experience for small and medium-sized merchants by identifying process inefficiencies, building visibility tools, and driving scalable solutions across cross-functional teams. This role acts as the single-threaded owner for SMB onboarding, ensuring merchants are launched quickly, accurately, and with minimal friction through data-driven insights, process automation, and clear ownership alignment.

Requirements

  • You have 2+ years of experience in a fast-paced environment, where you’ve built and optimized processes from the ground up.
  • You’re proficient in SQL and comfortable using data to uncover insights, measure impact, and inform operational or strategic decisions.
  • You thrive in dynamic, fast-moving environments, adapting quickly while maintaining a high bar for execution and detail.
  • You’re a strong cross-functional collaborator.
  • You’re known for your ability to “herd cats” — driving accountability, clarifying ownership, and keeping complex projects on track amid competing priorities.
  • You possess a strategic and analytical mindset, able to diagnose root causes and translate findings into actionable, scalable solutions.
  • You have exceptional communication and stakeholder management skills, capable of influencing without authority across seniority levels and functions.
  • You’re systems- and process-oriented, with a knack for identifying inefficiencies and translating workflow pain points into clear product or tooling requirements.
  • You’re impact-driven, motivated by improving merchant experiences and accelerating business outcomes through operational excellence.
  • You’re energized by ambiguity, eager to define structure, build visibility, and create sustainable frameworks that set the foundation for long-term success.

Responsibilities

  • Process Visibility & SLA Tracking: Build dashboards to monitor true onboarding timelines, identify delays, and surface insights to inform process and tooling improvements.
  • Root Causing Blocked Cases: Develop a shared tracker for blocked cases, analyze trends, and work with cross-functional partners to resolve issues and implement sustainable fixes.
  • Integrations Enablement: Design and refine onboarding workflows for new integration types (e.g., Shopify), and establish scalable processes as SMB Retail expands in 2026.
  • Product & Tooling Guidance: Translate workflow gaps into actionable product requirements for systems like SFDC, and advocate for automation that reduces manual work.
  • Cross-Functional Collaboration: Partner with MXO, GTMT, IA, Sales, and Product to ensure end-to-end alignment on onboarding priorities and execution.
  • Data & Insights: Create and maintain onboarding performance dashboards to measure success and track progress toward SLAs and OKRs.

Benefits

  • a 401(k) plan with employer matching
  • 16 weeks of paid parental leave
  • wellness benefits
  • commuter benefits match
  • paid time off and paid sick leave in compliance with applicable laws (e.g. Colorado Healthy Families and Workplaces Act)
  • medical, dental, and vision benefits
  • 11 paid holidays
  • disability and basic life insurance
  • family-forming assistance
  • a mental health program
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service