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Director, Customer Onboarding at Relay Financial - ApplyBlast

Director, Customer Onboarding

Relay Financial

10 months ago

Toronto, ON

Hybrid

Full Time

Director

1 applicant

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About this role

The Director of Customer Onboarding at Relay is responsible for developing and executing the strategy, operating model, and performance metrics for the onboarding function across various customer acquisition sources, including referrals from advisors. This role involves leading a team to enhance product activation and early revenue outcomes, implementing scalable onboarding programs, and ensuring effective cross-functional collaboration with Sales, Product, and Support teams. The director will leverage data to refine processes, drive operational excellence, and create a best-in-class customer experience that aligns with business objectives.

Skills

About Relay Financial

relayfi.com

Headquarters

Toronto, Ontario, Canada

Company Size

51-200 employees

Founded

2018

View Profile

Relay Financial, often referred to simply as Relay, is a financial technology company that specializes in providing online business banking services designed to enhance cash flow management for small businesses. The platform allows users to effortlessly track their earnings, spending, and savings by offering multiple checking and savings accounts tailored to specific financial goals. Relay prioritizes transparency and ease of use, promoting features such as no hidden fees, multi-account organization, and integrations with popular accounting software. Although not an FDIC-insured bank, its banking services are supported by Thread Bank, ensuring funds are eligible for FDIC insurance coverage up to $3 million.