Onboarding Manager

About Us

At Dakota, we're building the next-generation global banking platform. Our mission is to empower businesses to operate globally by combining the best of crypto and traditional finance. Founded in 2024, Dakota already serves hundreds of customers and processes billions in annualized transaction volume.

From day one, Dakota has been a fully remote company. Our lean but experienced team is distributed across North America and Europe, united by a deep sense of ownership, a relentless focus on our customers, and a commitment to expanding economic freedom worldwide.

Please note: Dakota is a remote-only, equal-opportunity employer. At this time, we are able to hire within the U.S. and most EU time zones.

About the Role

As the Onboarding Manager at Dakota, you’ll be the driving force behind delivering a world-class onboarding experience for our customers. You’ll lead the end-to-end process, from KYB and regulatory compliance to ensuring a seamless, white-glove experience across downstream banking and payment providers.

This is a hybrid strategic and operational role where you’ll design scalable policies, deliver exceptional client experiences, and work cross-functionally with Sales, Compliance, Engineering, and external partners. You'll be the face of Dakota for new clients, shaping their early experience and ensuring a high-touch, high-trust onboarding process. If you thrive in fast-paced environments and love building efficient, client-centered systems from the ground up, we’d love to meet you.

Key Responsibilities

• Client Onboarding Ownership

  • Own the full onboarding lifecycle for Dakota’s business-focused client base.

  • Oversee collection, review, and verification of KYB documentation to ensure regulatory compliance.

  • Coordinate onboarding with downstream banking and payment providers

• Client-First Excellence

  • Deliver an exceptional client experience with proactive communication, and a personalized approach.

  • Serve as a trusted partner to clients, anticipating their needs and resolving concerns with clarity and care.

• Policy and Process Development

  • Build and maintain onboarding policies, playbooks, and workflows to ensure operational consistency and compliance.

  • Design a scalable framework that supports team growth and aligns with evolving regulatory standards.

• Cross-Functional Collaboration

  • Partner with Sales to align onboarding with client expectations and pre-sale commitments.

  • Work with outside compliance consultants to tailor frameworks to complex fund and flow-of-funds structures.

  • Collaborate with Engineering to improve onboarding through product enhancements and automation.

  • Coordinate with Payments and Banking teams to ensure seamless go-live transitions

• Support Involvement

  • Step in to assist with support inquiries when needed, developing a full-stack understanding of the Dakota platform and its users.

Who You Are

• Experienced: 4+ years managing onboarding or client implementation processes in fintech, banking, crypto, or brokerage environments

• Compliance Fluent: Strong grasp of KYB, AML, and UBO diligence

• Client Obsessed: Proven track record delivering high-touch client service and building trust

• Process-Oriented: Comfortable designing repeatable processes and frameworks to scale operations

• Collaborative: Skilled at working cross-functionally with Sales, Compliance, Engineering, and third-party providers

• Detail-Driven: Highly organized, with excellent documentation and follow-through skills

What We Offer

• Engaging problems that increase economic freedom globally

• Competitive salary and equity

• Employee-friendly equity terms (extended exercise)

• Remote work, no commuting to the office

• Paid co-working space/desk at an office

• Health, dental, and vision insurance

• Regular team events and off-sites