Customer Onboarding Specialist
Remote
Core
Guide new business partners through the onboarding journey in the fintech and cryptocurrency industry, ensuring smooth account verification and approval.
Role type
Customer Onboarding Specialist
Builds
New business partner accounts and onboarding workflows
Domain
Fintech and cryptocurrency
Deliverable
client delivery
Required skills
Document review and validation, CRM management, process coordination, compliance adherence, stakeholder communication, data entry
Preferred skills
KYC procedures, business verification, AI-powered tools, financial services experience
Responsibilities
Act as primary onboarding contact, collect and review KYC documentation, maintain partner records in CRM, collaborate with Compliance and Sales teams, monitor onboarding progress, identify process improvements
Seniority
Entry-level to Mid-level, fully remote