Digital Onboarding, Inc. is a platform designed to help financial institutions enhance customer engagement and adoption of digital services. The company specializes in providing tools that enable banks and credit unions to streamline onboarding processes, foster customer relationships, and boost profitability through personalized marketing and automated solutions. With a focus on nurturing, cross-selling, and servicing, Digital Onboarding empowers users to efficiently adopt services like direct deposits and digital banking, ultimately improving customer satisfaction and engagement metrics.
Customer Onboarding • Digital Marketing • FinTech • SaaS • SMB
March 12
Digital Onboarding, Inc. is a platform designed to help financial institutions enhance customer engagement and adoption of digital services. The company specializes in providing tools that enable banks and credit unions to streamline onboarding processes, foster customer relationships, and boost profitability through personalized marketing and automated solutions. With a focus on nurturing, cross-selling, and servicing, Digital Onboarding empowers users to efficiently adopt services like direct deposits and digital banking, ultimately improving customer satisfaction and engagement metrics.
Customer Onboarding • Digital Marketing • FinTech • SaaS • SMB
• The VP of Finance will be responsible for financial strategy, forecasting, operational efficiency, and revenue optimization. • Drive scalable financial processes, develop key performance indicators (KPIs), and align financial strategies with business growth objectives. • Improve ARR growth and unit economics by refining pricing strategies, customer retention models, and financial resource allocation. • Ensure financial reporting provides actionable insights for leadership, investors, and stakeholders. • Establish scalable financial processes and internal controls to support the company’s rapid growth. • Serve as a strategic finance leader, aligning finance with Sales, Marketing, Product, Customer Success, and Operations to drive execution. • Partner with executive leadership to ensure financial transparency and accountability across the company.
• 12+ years of experience in financial leadership, SaaS finance, or fintech, with at least 5 years in a leadership role. • Proven track record of scaling financial operations in a high-growth, investor-backed software environment. • Strong analytical skills, with expertise in financial modeling, forecasting, and KPI development. • Ability to shift altitudes seamlessly, thinking strategically while also rolling up your sleeves in a hands-on, execution-oriented role. • Deep understanding of SaaS metrics, ARR growth, and unit economics. • Strong executive presence and great communication skills, with the ability to distill complex concepts down to simple narratives. • Collaborative and customer-centric mindset, aligning financial operations with company growth objectives. • Experience in fundraising, investor relations, and capital allocation strategies is a plus.
• Competitive Salary + Performance-Based Bonus + Equity • Comprehensive Benefits Package
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