Description
We're looking for an experienced full stack developer (or automation specialist) to help us design and build a fully automated onboarding and client intake system for a financial/trading software platform. We currently have a version of this workflow running through a chatbot, but we'd like to rebuild the entire experience natively on our website for a more seamless and professional user experience. We're open to your recommendations on architecture, workflow, and technology stack. If you have a better solution than what we've envisioned, we'd love to hear it. Project Goals We want a completely automated onboarding flow that guides new users from start to finish without requiring manual intervention. The system should: Present Terms & Conditions and require acceptance before continuing Collect user information through a multi-step onboarding flow Validate user inputs Route users based on their selections Display different next steps depending on the selected path Collect additional information securely when necessary Export all submitted data to a database (Google Sheets, Airtable, CRM, or similar) Notify our team when a new submission is completed Provide a clean, premium user experience optimized for desktop and mobile Example Information Collected Full Name Email Address Account Size Product or Service Selection Additional setup information (depending on the user's path) Secure credential collection (if applicable) Conditional Logic Different users should receive different