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Mid LevelFull-timeRustRailsGitAI
Salary Range
$72,250 - $97,750 /year
This salary is estimated based on similar roles. The actual salary may vary.
About the Role
We are looking for an Onboarding Specialist to join Range, a company transforming wealth management through technology and human expertise. This role is on the front lines of member experience, guiding new members through their first interactions with our product.
Key Responsibilities
- →Guide new members through the end-to-end onboarding process, including account setup, financial account connections, and initial product walkthroughs
- →Serve as a primary point of contact for onboarding-related questions via phone, video, chat, and email
- →Clearly explain complex financial and technical concepts in an approachable and empowering way
- →Troubleshoot issues related to account connections, data syncing, and onboarding workflows
- →Proactively identify friction points in the onboarding experience and partner with Product, Engineering, and Operations to improve processes
- →Build strong relationships with members by delivering a high-touch onboarding experience
- →Maintain accurate documentation and notes to ensure smooth handoffs and long-term member success
Requirements
- ✓2+ years of experience in a customer-facing role such as onboarding, customer success, support, account management, or client services
- ✓BS or BA required
- ✓Exceptional verbal and written communication skills
- ✓Strong problem-solving instincts and the ability to stay calm and empathetic when members encounter challenges
- ✓Comfort working with technology and troubleshooting issues across digital tools and platforms
- ✓Ability to explain complex concepts clearly to non-technical audiences
- ✓Highly organized, detail-oriented, and able to manage multiple member interactions simultaneously
- ✓Experience in fintech, financial services, SaaS, or a startup environment is a plus
- ✓A genuine passion for delivering outstanding customer experiences and helping people feel confident about their finances
