Customer Onboarding Specialist
Remote
Core
Guide new business partners through the onboarding journey in the fintech and cryptocurrency industry, ensuring compliance and smooth account setup.
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, issue resolution
Preferred skills
KYC procedures, business verification, financial services experience, AI tool usage
Responsibilities
Act as primary contact for new partners, collect and review KYC documentation, maintain records in CRM, collaborate with Compliance and Sales teams, monitor onboarding progress, identify process improvements
Seniority
Entry-level to Mid-level, hands-on IC