OpenFX - Product Manager, Onboarding
Requirements
• 3 to 5 years of Product Management experience: You have owned an onboarding or activation funnel for a B2B or institutional product and can point to the drop-off you identified, the intervention you built, and the number that moved. • 3 to 5 years of Product Management experience: • Compliance and Institutional Client Fluency: You have a working understanding of AML, KYC, and KYB requirements for institutional clients and can translate them into product decisions in close collaboration with a compliance team. You are familiar with corporate entity structures, UBO documentation, and sanctions screening, and have worked on products where these were central to the experience. • Compliance and Institutional Client Fluency: • Global Product Experience: You have worked on a product that operates across multiple countries with distinct regulatory requirements. You understand the architectural implications of multi-jurisdiction compliance and have made product decisions shaped by that complexity. • Data Ownership: You instrument your own funnel, identify where clients stall, size the opportunity, and prioritize without waiting for someone else to hand you the analysis. • Data Ownership: • Cross-Functional Execution: You have shipped in environments where Legal/Compliance, Operations, and GTM needed to move on the same timeline, and you know how to create alignment across functions with different incentives. • Cross-Functional Execution: • Financial Services or Fintech Context: You have worked on payments, FX, banking, or digital asset products where regulatory requirements were a first-class constraint. • Financial Services or Fintech Context: • Preferred • Preferred • API-First Product Experience: Familiarity with API-first B2B products and developer onboarding flows. • Experimentation: Experience running A/B tests on onboarding or activation flows and making decisions backed by data. • Experimentation: • Verification Vendor Experience: Exposure to identity and business verification vendors.
Responsibilities
• Own the Onboarding Journey Architecture by Segment • Design and maintain the onboarding flows for every client type: direct institution, API developer, and channel partner. You define the stages, gates, required inputs, and handoff criteria, and own the segmentation logic that routes clients to the right flow based on product and corridor. • Own Time-to-First-Transaction as the North Star • TTFT is your scorecard, measured per product and per corridor. You instrument where clients stall, identify where time is lost, and drive cross-functional work to remove it. • Own the Compliance Data Collection Experience • You own the client-facing UX, data collection flows, and document submission experience that gets a client to the point where they have submitted everything needed. You work closely with the compliance team to ensure the experience is built around their requirements. • Own Multi-Product Onboarding Across the Full OpenFX Suite • Every product OpenFX ships, a client onboards through your product. You own the conditional journey logic, gate criteria, and milestones that define "onboarded" for each product line. • Own the Onboarding Communication Layer • You own the lifecycle communication system that keeps clients moving toward first trade: automated nudges, an in-product progress checklist, and specific guidance tailored to each requirement in the journey. • Own ongoing onboarding discovery • Maintain a regular cadence of client interviews, data analysis, and hypothesis testing that continuously identifies friction points and validates interventions.
Benefits
• Foundational Ownership: You are the first PM dedicated to onboarding at OpenFX. You will define what good looks like, set the standards, and build the system from scratch. • Foundational Ownership: • Direct Growth Impact: Onboarding is where growth either materializes or stalls. This role has a direct, measurable line from the work to a client's first trade. • Direct Growth Impact: • Greenfield Architecture: You are building the onboarding product from the ground up. In close collaboration with compliance, you define the segmentation logic, the jurisdiction-specific flows, and what "onboarded" means for each product line. • Greenfield Architecture: • The Cutting Edge of Finance: This role sits at the intersection of global FX, settlement, and treasury operations, applied to a payment stack that is rewriting how institutions move money. • The Cutting Edge of Finance: • Where This Role Grows: The next milestone is the channel partner onboarding program: designing the white-label flows, credentialing model, and sub-client activation playbook that lets partners onboard their clients on OpenFX rails while compliance and risk controls remain intact underneath. • Where This Role Grows: • The Team: You are joining a team of ex-Stripe, J.P. Morgan, and Kraken alumni. We are backed by Accel and Lightspeed, and we believe that onboarding is a core part of the product. • The Team:
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