Onboarding Project Lead

About Addi

We are a technology company working to transform credit and banking in Latin America starting with point of sale finance. We aim to build fair, simple and affordable financial services that empower our clients, treating them with dignity, and building financial freedom. We launched in February 2019 and have already served millions of clients and disbursed millions of dollars.

We operate as a full stack startup. We have built our core systems and processes from scratch, and we believe our technology and analytics platform will drive our progress into the years to come. We come at this with deep experience building and growing technology teams and financial products. As important as what we do is how we do it. We are a conscious company and are deeply committed to working and living our five core values - A company of owners inspiring colleagues, we pull rabbits out of hats, we care and we trust, act with integrity, win today every day, and scale exponentially.

We are backed by Andreessen Horowitz, Monashees, Village Global, and an outstanding team of individual angels, including Kevin Ryan, Josh Abramowitz, and Scott Weiss.

What you will do

The mission of this role is to coordinate and oversee all stages of the onboarding pipeline, ensuring tasks are completed on schedule and without omissions. This includes collaborating with departments such as Sales, Marketing, Operations, Technology, and Customer Support to ensure a smooth transition for the merchant. The role involves executing and monitoring onboarding tasks from initial validation to final setup, maintaining high-quality standards, and resolving any issues that arise.

Additionally, the role is responsible for ensuring merchants achieve 45% of their estimated GMV in the first 30 days through both organic and inorganic strategies. Comprehensive documentation, updating trackers and Salesforce data, and generating regular reports on onboarding status and merchant performance are also key responsibilities. Finally, the role involves proposing and implementing improvements to the onboarding process based on feedback and performance analysis, staying updated with best practices and market trends.

Requirements

• Experience working in high-growth B2B roles - with tech related product

  • 3+ years of experience in startups or high-growth organizations in project-related roles.

  • Proven ability to manage multiple clients simultaneously.

  • Experience in building and improving company processes.

  • Successfully collaborated and rolled out projects across various departments.

• Analytical Skills: [Must]

  • Ability to create and manage reports using Looker.

  • Ability to analyze data and performance metrics.

  • Skill in using analytical insights to improve processes and strategies.

Benefits

• Work on a problem that matters and empower merchants across the region.

• Build a lasting company from the very beginning, helping define every aspect of it.

• Massive market opportunity ahead of us; we are growing faster than pretty much any other fintech lender was at our stage.

• Work alongside a great and diverse team that cares about what we are doing and how we are doing it.

• Generous compensation, including equity, 100% health insurance (and 50% for dependents), unlimited time-off and working remotely, visa sponsorship