Customer Onboarding Specialist

Veta Virtual; Brasil; Remoto; BRL 329.000 - 493.000; Tempo pieno

Vantaggi offerti da questo lavoro

10 vacation days/year

100% remote work (LATAM/Europe)

Performance incentives

Descrizione del lavoro

Veta Virtual Inc. is seeking a Customer Onboarding Specialist for a fintech/cryptocurrency client. You will guide new partners from first hello to fully approved accounts, acting as the primary onboarding contact and ensuring accurate records across systems.

You will collect KYC materials, review submissions, coordinate with Compliance, and collaborate with Sales and Host Success to ensure a smooth transition from onboarding to ongoing support.

Competenze

• 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 judgement with confidential information and a clear sense of when to escape.
• Highly self-motivated and able to stay productive in a fully remote setting.
• 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.

Mansioni

• Acting as the main onboarding contact for new business hosts, explaining requirements, answering questions, and sharing clear next steps.
• Collecting business information, Know Your Customer (KYC) documents, ownership details, and other onboarding materials, following company procedures.
• Reviewing each submission for completeness, accuracy, and consistency, and following up quickly on missing items or differences.
• Entering host information and documents into the right systems and keeping every record accurate and current.
• Working with the Compliance team on reviews, document requests, and escalations, and tracking each case until approval.
• Monitoring progress on every case, solving delays early, and keeping hosts and internal teams informed.
• Partnering with Sales, Operations, and Host Success colleagues so each host moves smoothly from onboarding to ongoing support.
• Handling sensitive business and personal information with care, following privacy and security rules.
• Spotting repeated onboarding problems and recommending better messages, workflows, and documents.
• Tracking onboarding activity, completion times, and open requirements.

Conoscenze

Attention to detail

Strong communication

Organization

CRM platforms

Document management

Microsoft Office

AI tools

KYC knowledge

Remote work

Strumenti

CRM platforms

Document management systems

Microsoft Office

AI tools

Descrizione del lavoro

Launch Your Next Successful Chapter with Veta Virtual!

Competitive salary in USD | 100% Remote | Performance Incentives | Customer Facing Onboarding Role

Veta Virtual is hiring a Customer Onboarding Specialist for one of our high growth clients in the fintech and cryptocurrency industry. This is not a back-office data entry role. You will be the first friendly voice that new business partners meet. You will guide them step by step, from the first hello to a fully approved account, so they feel confident and supported from day one.

Your Role

• Acting as the main onboarding contact for new business hosts, explaining requirements, answering questions, and sharing clear next steps.
• Collecting business information, Know Your Customer (KYC) documents, ownership details, and other onboarding materials, following company procedures.
• Reviewing each submission for completeness, accuracy, and consistency, and following up quickly on missing items or differences.
• Entering host information and documents into the right systems and keeping every record accurate and current.
• Working with the Compliance team on reviews, document requests, and escalations, and tracking each case until approval.
• Monitoring progress on every case, solving delays early, and keeping hosts and internal teams informed.
• Partnering with Sales, Operations, and Host Success colleagues so each host moves smoothly from onboarding to ongoing support.
• Handling sensitive business and personal information with care, following privacy and security rules.
• Spotting repeated onboarding problems and recommending better messages, workflows, and documents.
• Tracking onboarding activity, completion times, and open requirements.

What You’ll Need

• 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 escape.
• 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.
• To be considered for this role, you must be currently based in Latin America (LATAM) or Europe.

What We Offer

• Competitive salary in USD, paid consistently every month, no matter where you are.
• Performance based incentives, so your results are recognized and rewarded directly.
• 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.
• A fast paced, high growth environment at the forefront of the global fintech and cryptocurrency industry, where your work helps new partners go live.
• A collaborative, high trust culture through Veta Virtual and our client, where your performance is celebrated and your growth is taken seriously from day one.