Senior Customer Activation & Onboarding Lead – Spearheading Scalable Growth and Customer Success for High‑Impact FinTech Solutions at brighthush

About brighthush

brighthush is a trailblazer in the fintech arena, redefining how finance teams manage every dollar a business spends. By weaving intelligent, automated infrastructure directly into the transaction flow, we give companies the clarity, speed, and data‑driven insights they need to streamline payments, flag risk, categorize spend, and close books with unprecedented precision. With a global footprint that spans over 70,000 organizations, our platform consistently delivers 5% in cost savings and 16% in revenue growth for our partners within the first year. At brighthush, we’re not just building software – we’re building the future of finance.

Why brighthush?

We believe the most transformative work happens when people are empowered to own problems from end to end. At brighthush, we celebrate builders who turn complex data into actionable solutions, and we reward results over pedigree. If you thrive in a fast‑moving, high‑stakes environment and want to shape how companies manage billions of dollars, brighthush is the place to build the future of finance.

Role Overview

The Senior Customer Activation & Onboarding Lead is a cornerstone of brighthush’s Customer Success organization. You will own the entire onboarding journey for our self‑service customer base, driving a scalable implementation motion that unlocks value for micro‑SMB and SMB accounts. As an early member of the team, you will help design the framework, processes, and tools that enable rapid, high‑quality onboarding at scale. Your work will directly influence the customer journey from the first click to the first dollar saved, and you will serve as the bridge between product, engineering, sales, and the customer.

Key Responsibilities

• Full‑Spectrum Onboarding Expertise: Master every integration and configuration option across brighthush’s suite of products, ensuring new customers are onboarded efficiently, thoroughly, and completely.
• Account Ownership: Directly manage a portfolio of micro‑SMB and SMB accounts on a 1:1 basis, guaranteeing full onboarding within 60 days while balancing multiple tasks, follow‑ups, and proactive outreach.
• Product Feedback Loop: Partner closely with the Product team to capture customer pain points, prioritize enhancements, and advocate for features that accelerate activation.
• Process Automation & Scaling: Identify opportunities to automate repetitive onboarding steps, develop scalable playbooks, and implement tools that allow the team to serve more clients without compromising quality.
• Customer Satisfaction Champion: Maintain an industry‑leading satisfaction rate by delivering exceptional service, anticipating needs, and resolving issues swiftly.
• Continuous Growth & Learning: Embrace a culture of rapid learning, iterate on processes, and grow into a leadership role within the Customer Success organization.
• Metrics & Reporting: Own the collection, analysis, and presentation of key activation metrics (e.g., time to value, NPS, churn risk) to senior leadership.
• Cross‑Functional Collaboration: Work hand‑in‑hand with Sales, Product, Engineering, and Marketing to align go‑to‑market strategies and ensure a seamless handoff from prospect to activated customer.
• Thought Leadership: Represent brighthush at industry events, webinars, and customer conferences to showcase best practices in activation and onboarding.

Essential Qualifications

• Minimum 3 years of experience in sales, customer success, or product operations within a B2B environment.
• Proven project management and time‑management skills, with a track record of meeting or exceeding weekly/monthly KPIs.
• Exceptional verbal and written communication abilities, capable of translating complex technical concepts into clear, actionable insights for customers.
• Demonstrated ownership of a high‑volume book of business (100+ customers) and the ability to manage multiple priorities simultaneously.
• Strong analytical mindset: ability to anticipate customer needs, identify gaps, and position brighthush’s solutions to close those gaps.
• Desire for ownership and growth: a proactive attitude toward taking initiative, driving results, and evolving with the company.
• Experience with SaaS platforms and API integration, including knowledge of OAuth, REST, and webhooks.
• Comfortable with data analysis tools such as SQL, Excel, and BI dashboards.

Preferred (Nice‑to‑Have) Qualifications

• Experience with accounting software such as brighthush, brighthush, brighthush, or brighthush, and/or a background in accounting (CPA).
• Prior exposure to financial services sales or a high‑growth startup environment.
• Familiarity with data‑driven financial platforms and a passion for fintech innovation.
• Experience leading or mentoring a customer success or onboarding team.

Skills & Competencies

• Strategic Thinking & Execution
• Customer‑Centric Mindset
• Data Analysis & Insight Generation
• Process Design & Automation
• Stakeholder Management & Cross‑Functional Collaboration
• Adaptability & Resilience in a Rapidly Evolving Landscape
• Technical Proficiency with SaaS Platforms and API Integration
• Strong Presentation & Storytelling Abilities

Career Growth & Learning Opportunities

At brighthush, your career trajectory is defined by impact, not tenure. As a Senior Customer Activation & Onboarding Lead, you will:

• Lead the design of a scalable onboarding framework that becomes the foundation for future Customer Success initiatives.
• Mentor junior team members, shaping the next generation of customer success leaders.
• Transition into senior leadership roles such as Director of Customer Success, Head of Onboarding, or even Chief Customer Officer.
• Participate in cross‑departmental projects, gaining exposure to product development, sales strategy, and data science.
• Access continuous learning resources, including industry conferences, certifications, and internal knowledge‑sharing sessions.
• Earn recognition through brighthush’s “Impact Awards” program, celebrating measurable customer success outcomes.

Work Environment & Culture at brighthush

Our culture is built on the pillars of ownership, collaboration, and relentless curiosity. You’ll find:

• A flat hierarchy that encourages open dialogue and rapid decision‑making.
• Remote‑first flexibility with optional in‑office hubs in NYC or SF for those who thrive in a hybrid setting.
• A community of passionate, high‑performing professionals who celebrate wins together and learn from setbacks.
• Regular “innovation sprints” where teams prototype new features or process improvements.
• Transparent metrics and OKRs that align individual contributions with company goals.
• Monthly “All‑Hands” sessions where leadership shares company vision and celebrates milestones.
• Peer‑to‑peer learning circles focused on emerging fintech trends and customer success best practices.

Compensation, Perks, and Benefits

While the exact salary range is tailored to experience and market conditions, brighthush offers a competitive total rewards package that includes:

• Competitive base salary with performance‑based bonuses.
• Equity options that allow you to share in the company’s long‑term success.
• Comprehensive health, dental, and vision coverage (U.S. and international plans).
• 401(k) with employer match (U.S.) and RRSP/DPSP match (Canada).
• Generous parental leave (up to 16 weeks at 100% pay for birthing + bonding).
• Fertility and adoption support, including HRA and drug coverage.
• Pet insurance and wellness stipends.
• Weekly coffee stipend, on‑site snacks, and a vibrant virtual coffee club.
• Relocation assistance for key roles in NYC or SF.
• Flexible PTO and a culture that values work‑life balance.
• Annual tuition reimbursement for relevant courses and certifications.
• Access to a company‑wide learning platform with courses in fintech, data science, and leadership.

Success Metrics & Impact Measurement

Success in this role will be measured by:

• Time to Value (TTV) – reducing the average time from onboarding kickoff to first dollar saved.
• Net Promoter Score (NPS) – maintaining a score above industry benchmarks.
• Activation Rate – achieving a 95%+ activation rate for new micro‑SMB and SMB accounts.
• Churn Reduction – lowering churn among newly onboarded customers by 20% year‑over‑year.
• Process Efficiency – automating at least 30% of manual onboarding tasks within the first 6 months.
• Revenue Impact – contributing to a measurable increase in upsell and cross‑sell opportunities.

Diversity, Equity & Inclusion

brighthush is committed to building a workforce that reflects the communities we serve. We actively seek diverse perspectives, foster an inclusive environment, and provide equal opportunities for growth and advancement. All qualified candidates are encouraged to apply, regardless of background, experience, or identity.

Remote Work Policy

We embrace a flexible, remote‑first approach that supports productivity and work‑life balance. Employees may work from anywhere, with optional in‑office hubs in NYC or SF for collaboration and community building. We provide a robust remote work stipend to cover home‑office equipment and internet costs.

How to Apply

If you’re ready to own the activation journey for thousands of businesses and help shape the future of fintech, we want to hear from you. Submit your application through our careers portal or reach out directly to our recruiting team. We’re committed to a fair, inclusive hiring process and welcome candidates from all backgrounds.

Join brighthush – Where Builders Shape the Future of Finance

At brighthush, you’ll be part of a mission‑driven team that transforms how companies manage billions of dollars. Your work will directly impact our customers’ bottom line, and your ideas will help us scale our self‑service platform to new heights. If you’re passionate about fintech, customer success, and building systems that matter, apply today and become a key driver of our growth.