Customer Onboarding Specialist

Role Overview

The Customer Onboarding Specialist will work with business owners to guide them step by step from the first hello to a fully approved account, so they feel confident and supported from day one. This role involves explaining requirements, collecting and checking documents, and working with internal teams until each case is approved.

What You Will Do

The day-to-day responsibilities of the Customer Onboarding Specialist include acting as the main onboarding contact, collecting business information and documents, reviewing submissions for completeness and accuracy, and working with the Compliance team on reviews and document requests.

Why It Might Be a Fit

The ideal candidate will be organized, detail-minded, and have a strong communication style, with the ability to explain requirements to business owners in simple terms. Experience in customer onboarding, customer support, account coordination, operations, or a similar role is required.

Requirements

• At least one year of experience in customer onboarding, customer support, account coordination, operations, or a similar role
• Strong attention to detail and experience reviewing documents or keeping accurate customer records
• Clear written and verbal communication, with the ability to explain requirements to business owners in simple terms
• Strong organization and follow-up skills, including the ability to prioritize many cases and meet deadlines
• Comfort using CRM platforms, document management systems, Microsoft Office, and other business tools
• Sound judgment with confidential information and a clear sense of when to escalate
• Highly self-motivated and able to stay productive in a fully remote setting
• Comfort and skill using AI tools to support research and daily productivity is a strong plus
• Bonus: experience with KYC, business verification, or customer due diligence
• Bonus: experience supporting business customers in financial services, fintech, payments, or cryptocurrency
• Bonus: familiarity with business formation documents and ownership information

Benefits

• Competitive salary in USD
• Performance based incentives
• 10 paid vacation days per year plus all U.S. federal holidays
• 100% remote work from anywhere in LATAM or Europe with a professional home setup