Onboarding Engineer

About UsAt Metaprise, we’re building the world’s first Financial Operating System — an AI Agent–powered platform that unifies Accounts Receivable, Accounts Payable, Contract Management, SmartFlow Automation, and Cash Management into a single intelligent hub.We help enterprises eliminate operational gaps between financial tools, giving them total control over data flow and cash flow. Backed by real customers in the US and global expansion momentum, we’re scaling fast and looking for builders who thrive in high-growth, high-impact environments.The RoleWe’re looking for an Onboarding Engineer to be the technical and product bridge between our customers, sales, and product teams.In this role, you’ll join discovery calls and demo sessions with prospective customers, uncover their real business needs, and translate them into actionable insights for our product and engineering teams. You’ll ensure every new customer has a smooth, value-driven onboarding experience that sets the stage for long-term success.This role is ideal if you’re passionate about both technology and customer success — someone who loves solving complex business problems, shaping product direction, and helping enterprises get the most out of innovative AI-powered financial tools.

What You’ll Do

• Participate in discovery & demo calls : Collaborate with Sales to understand prospects’ workflows, pain points, and requirements during early-stage conversations.
• Uncover customer needs : Ask the right questions, document requirements, and translate business language into clear product insights.
• Design onboarding pathways : Help configure initial setups, integrations, and workflows that show customers how Metaprise solves their real problems.
• Act as the voice of the customer : Provide structured feedback and feature requests to the Product team, helping guide roadmap priorities.
• Bridge Sales & Product : Ensure handoffs are seamless — Sales closes the deal, and Product gets clear requirements for implementation.
• Support successful adoption : Work closely with early customers to validate use cases, optimize workflows, and showcase measurable ROI.

What We’re Looking For

• 2–5 years of experience in solution engineering, onboarding, customer success engineering, or pre-sales — ideally in B2B SaaS, FinTech, or automation software.
• Strong communication skills — you can talk to CFOs about business goals and to engineers about APIs and integrations.
• Ability to capture complex customer requirements and translate them into product specs.
• Hands-on with demos and technical onboarding — you’re comfortable configuring tools, setting up integrations, or running test workflows.
• Proficiency with CRM (HubSpot/Salesforce) and SaaS tools; familiarity with ERPs, AR/AP, or financial automation is a plus.
• Analytical and structured thinker — you know how to connect customer needs with product capabilities.
• Startup mindset — proactive, adaptable, and excited to work across functions in a fast-moving environment.

Why Join Us

• Be at the intersection of Sales, Product, and Customer Success in a high-growth AI & FinTech startup.
• Influence the product roadmap directly based on customer feedback.
• Competitive salary + performance bonus + stock options.
• Work closely with founders and leadership, playing a pivotal role in shaping how customers adopt Metaprise.

$65,000 - $75,000 a year