Customer Onboarding Specialist
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Job Summary
To support a growing fintech client, the full-time Customer Onboarding Specialist will guide new business partners through the onboarding process, ensuring a smooth transition to fully approved accounts in a 100% remote setting.
Key responsibilities
- Act as the main onboarding contact for new business hosts, explaining requirements and providing clear next steps
- Collect and review onboarding documents for completeness and accuracy, following up on any discrepancies
- Collaborate with internal teams to track and expedite the onboarding process until approval
Required qualifications
- At least one year of experience in customer onboarding, customer support, or a similar role
- Strong attention to detail with experience in document review and maintaining accurate records
- Proficiency in CRM platforms and document management systems
- Ability to communicate requirements clearly to business owners
- Currently based in Latin America (LATAM) or Europe
Complete Job Description
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