Developer Needed to Build Automated Client Onboarding & Intake System for Trading Software

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 onboarding experiences depending on the options they select. For example: Path A → Display setup instructions, documentation, videos, scheduling links, etc. Path B → Collect additional information through secure forms before proceeding. Nice-to-Have Features Secure handling of sensitive information Admin dashboard for viewing submissions CRM integration Google Sheets or Airtable integration Email notifications Progress saving if a user leaves and returns Clean UI with smooth animations Mobile-responsive design Ideal Candidate We're looking for someone with experience building: Multi-step onboarding systems SaaS onboarding flows Financial or fintech applications Secure intake forms Automation workflows Modern React/Next.js, Laravel, Node.js, or similar frameworks If you've built onboarding systems with conditional logic, dashboards, secure forms, or customer portals, we'd love to see them. Please include in your proposal: Examples of similar onboarding systems or client portals you've built. Your recommended tech stack for this project and why. Whether you would build this custom or leverage an existing platform/framework. Any suggestions you have that would improve the user experience or automation. We're looking for a long-term developer who can not only build this system but also help improve and expand it over time. If you're experienced with automation, UX, and scalable web applications, we'd love to work with you.