About Finti
Finti is a rapidly growing financial technology company that helps merchants offer financing through a modern, multi-lender platform. As we continue to expand nationwide, we’re looking for an experienced Merchant Onboarding Manager to lead our onboarding operations and ensure every dealer has an exceptional experience from signup to launch.
This position is primarily remote, but applicants must reside in the Salt Lake City, Lehi, or Provo metropolitan area, as occasional in-person meetings, training sessions, and team collaboration are required.
Position Overview
The Merchant Onboarding Manager is responsible for leading Finti’s Merchant Onboarding Team and ensuring that every new dealer is onboarded efficiently, accurately, and on schedule.
This role serves as the primary bridge between our Sales Team, Merchant Onboarding Team, Operations, and our dealer network. You’ll oversee onboarding specialists, manage onboarding workflows, ensure all required documentation has been collected and verified, remove roadblocks, and continually improve the customer onboarding experience.
The ideal candidate is an exceptional communicator, highly organized, and thrives in a fast-paced environment where managing multiple projects and people is part of the daily routine.
Responsibilities
- Lead and manage the Merchant Onboarding Team.
- Coordinate onboarding activities between Sales, Operations, Technology, and Support.
- Ensure new dealer accounts move smoothly through the onboarding process from contract to activation.
- Monitor onboarding timelines and proactively identify potential delays.
- Verify that all required documentation has been collected, including:
- Business licenses
- Contractor licenses
- Certificates of Insurance (COIs)
- W-9 forms
- Banking information
- Ownership documentation
- Any lender-specific compliance requirements
- Assign onboarding tasks and manage team workloads.
- Conduct regular status meetings with internal teams.
- Communicate onboarding progress with sales representatives and leadership.
- Develop and improve onboarding processes to increase efficiency and customer satisfaction.
- Track onboarding KPIs and prepare operational reports.
- Work closely with lenders to ensure dealer approval requirements are completed.
- Identify process improvements and help scale onboarding operations as the company grows.
- Assist with training, mentoring, and developing onboarding specialists.
Qualifications
- Minimum of 5 years of experience in operations, project management, onboarding, customer success, financial services, or a similar leadership role.
- Previous experience managing or leading a team.
- Outstanding organizational and time management skills.
- Excellent written and verbal communication skills.
- Strong leadership abilities with experience managing both local and remote team members.
- Ability to prioritize multiple projects while maintaining exceptional attention to detail.
- Comfortable working in a fast-paced, high-growth technology company.
- Strong proficiency with Microsoft Office and Google Workspace.
- Experience using CRM systems and project management software is preferred.
Preferred Qualifications
- Experience in fintech, banking, lending, SaaS, or merchant services.
- Experience onboarding merchants, dealers, vendors, or business partners.
- Knowledge of business licensing, insurance requirements, compliance documentation, and merchant onboarding processes.
- Experience creating or improving operational workflows and standard operating procedures (SOPs).
- Strong analytical and problem-solving skills.
What We’re Looking For
We’re looking for a leader who enjoys building efficient processes, helping teams succeed, and delivering an outstanding customer experience.
The ideal candidate is proactive, detail-oriented, and able to keep multiple onboarding projects moving simultaneously without sacrificing quality. They excel at communication, naturally build strong relationships across departments, and can effectively manage both in-office and remote team members.
This person will play a critical role in helping Finti scale while ensuring every dealer receives a smooth, professional, and efficient onboarding experience.
Compensation & Benefits
- Competitive salary based on experience.
- Hybrid work environment with primarily remote work.
- Occasional in-office meetings in the Lehi/Salt Lake City/Provo area.
- Opportunity to grow with one of the fastest-growing fintech companies in the industry.
- Collaborative, innovative, and entrepreneurial work environment.
- Long-term career advancement opportunities.
If you’re an organized leader who enjoys managing people, improving processes, and delivering exceptional customer experiences, we’d love to hear from you. Join Finti and help build the future of merchant financing.
Pay: From $35.00 per hour
Work Location: Hybrid remote in Salt Lake City, UT
