Salary
≈ $26k – $60k per year (Estimated)
Location
In office (Bengaluru)
Seniority
Middle · 4+ years exp
Employment
Contractor
Overview
Company
Impact
Profile match
axiTrust is a fintech company that offers digital surety bond solutions for MSMEs, leveraging innovative financial products, digital signatures, and real-time verification to secure B2B transactions.
You will be the backbone of axiTrust's financial integrity-owning accounting, compliance, and investor reporting in a high-growth, technology-driven environment. You'll work directly with founders and global investors, implementing best-in-class processes and leveraging automation to drive efficiency and accuracy.
Responsibilities:
- Customer Journey Ownership: Design and optimise end-to-end B2B Customer and broker journeys, document collection, KYC, process updates, e-signatures, contract management, ongoing status notifications, and support.
- Journey Mapping & Experience Design: Map customer touch points, reduce friction, and improve clarity, engagement, and customer satisfaction using journey visualisation and segmentation best practices.
- Channel Integration Leadership: Build journeys for new partner channels (brokers, lead-generating platforms), ensuring seamless onboarding and a synchronised experience with core journeys.
- Process Automation & Communication: Drive automation for onboarding, document handling, notifications, and customer updates using proven SaaS tools and APIs, ensuring transparency and reducing manual
- Cross-Functional Collaboration: Work closely with engineering, design, compliance, sales, and customer success to build scalable, compliant, and delightful user experiences.
- Continuous Feedback & UX Iteration: Gather insights from customers and brokers, prioritise pain points, and launch iterative improvements for higher adoption, retention, and NPS.
- Regulatory & Audit Trail Oversight: Ensure B2B customer flows meet compliance, audit, and reporting standards for insurance and lending where applicable.
Requirements:
- B2B Product Management: 4+ years in B2B fintech, lending, or Insuretech platforms; direct experience in onboarding, process automation, and customer/broker journey design.
- Customer Experience Focus: Demonstrated ability to map and improve multi-step B2B onboarding and lifecycle journeys; experience with high-volume document handling, e-signature integration, CRM, and customer update automation.
- Channel Partner/Broker Onboarding: Experience optimising journeys for brokers, channel partners, or lead-gen platforms.
- SaaS/Workflow Tools: Hands-on use of workflow automation tools, APIs, and SaaS platforms for onboarding, KYC, document handling, and contract management.
- Regulatory Awareness: Familiarity with insurance, KYC/AML/compliance frameworks; ability to work within regulatory boundaries and ensure audit trail.
- Customer Communication: Excellent written and verbal skills; capable of distilling technical processes for diverse audiences and driving user-centric improvements.
- Preferred (Not Required): Financial underwriting experience is a plus, but not essential.
Preferences:
- Strong candidates from B2B Fintech Lending product backgrounds are encouraged.
What This Role Is Not:
- Not a data scientist or AI/ML model builder.
- Not responsible for algorithm or model architecture design.
- No requirement to code or develop new AI; rather, use and configure proven industry solutions and APIs.
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