Onboarding Specialist (contract)

CoinFlip; Fully; Vor Ort; CHF 16.000 - 20.000; Vollzeit

Zusammenfassung

CoinFlip is seeking an Onboarding Specialist to guide new hosts through the onboarding process. You will gather KYC information, verify documents, and ensure accurate records while coordinating with Compliance and Sales teams to support a smooth transition from onboarding to ongoing account management.

Ideal candidates are organized, detail-oriented, and customer-focused, with experience in onboarding, document review, and using CRM systems.

Qualifikationen

• At least one year of experience in customer onboarding, customer support, account coordination, operations, or related role.
• Strong attention to detail and experience reviewing documents or maintaining accurate customer records.
• Clear written and verbal communication skills, with ability to explain requirements to business owners and representatives.
• Strong organizational and follow-up skills, including prioritizing multiple cases and meeting deadlines.
• Familiarity with CRM platforms, document management systems, Microsoft Office, and other business tools.
• Sound judgment when handling confidential information and escalating issues.

Aufgaben

• Serve as the primary onboarding contact for new hosts, explaining requirements and communicating next steps.
• Collect required business information, KYC documentation, ownership details, and other onboarding materials.
• Review submissions for completeness, accuracy, and consistency; follow up on missing information.
• Enter and process host information and documents in designated systems, keeping records current.
• Coordinate with Compliance on reviews, requests, and escalations, tracking cases through approval.
• Monitor onboarding progress and address delays, keeping hosts and stakeholders informed.
• Team with Sales, Operations, and Host Success to ensure smooth transition from onboarding to ongoing account support.
• Handle sensitive information per privacy and information security policies.
• Identify recurring onboarding issues and suggest improvements in communications and workflows.
• Track onboarding activity, timelines, and outstanding requirements.
• Other duties as assigned.

Kenntnisse

Customer onboarding

Documentation review

CRM systems

Attention to detail

Communication

Tools

CRM software

Microsoft Office

Jobbeschreibung

Description

CoinFlip is a global digital currency platform company, focused on providing consumers with simple and secure access to buy and sell cryptocurrency. The company operates the world's largest network of cryptocurrency kiosks by transaction volume with more than 5,500 kiosks the United States, Canada, Australia, New Zealand, South Africa and Italy. CoinFlip's digital currency kiosks make buying and selling major cryptocurrencies accessible and safe for consumers who wish to purchase their digital currency using cash. CoinFlip also operates CoinFlip Preferred, a personalized over-the-counter service that provides investors with custom, white glove support for their cryptocurrency transactions. In 2022, CoinFlip launched CoinFlip Ventures, an investment group offering coaching, funding, and networking support to early-stage crypto and web3 projects. CoinFlip recently received authorization under the European Union's Markets in Crypto-Assets Regulation (MiCA), marking an important milestone in the company's continued expansion of regulated digital asset services across Europe.

Job Type

Contract

Description

CoinFlip is a global digital currency platform company, focused on providing consumers with simple and secure access to buy and sell cryptocurrency. The company operates the world's largest network of cryptocurrency kiosks by transaction volume with more than 5,500 kiosks the United States, Canada, Australia, New Zealand, South Africa and Italy. CoinFlip's digital currency kiosks make buying and selling major cryptocurrencies accessible and safe for consumers who wish to purchase their digital currency using cash. CoinFlip also operates CoinFlip Preferred, a personalized over-the-counter service that provides investors with custom, white glove support for their cryptocurrency transactions. In 2022, CoinFlip launched CoinFlip Ventures, an investment group offering coaching, funding, and networking support to early-stage crypto and web3 projects. CoinFlip recently received authorization under the European Union's Markets in Crypto-Assets Regulation (MiCA), marking an important milestone in the company's continued expansion of regulated digital asset services across Europe.

Headquartered in Chicago, CoinFlip placed in the top 500 on the 2021, 2022, and 2023 Inc. 5000 list, and on the 2022 and 2023 Deloitte Technology Fast 500, was named the 2021 and 2022 #1 fastest-growing company in Chicago by Crain's, ranked in Chicago Tribune’s Top Workplaces in 2021 and 2022, and was awarded the 2021 and 2022 Stevie ® Awards for Customer Service. To learn more about CoinFlip and how to get started on your digital currency journey, visit www.coinflip.tech.

The Onboarding Specialist supports new business hosts through CoinFlip's onboarding process, providing clear guidance from initial outreach through onboarding completion. This role collects, reviews, and processes Know Your Customer (KYC) information and business documentation, maintains accurate records, and coordinates with internal teams to resolve outstanding requirements.

The ideal candidate is organized, detail-oriented, and customer-focused, with the ability to manage multiple onboarding cases while delivering a positive experience for host business owners and representatives.

Key Responsibilities

• Serve as the primary onboarding contact for new hosts, explaining requirements, answering questions, and communicating next steps.
• Collect required business information, KYC documentation, ownership details, and other onboarding materials in accordance with company procedures.
• Review submissions for completeness, accuracy, and consistency; follow up on missing information or discrepancies.
• Enter and process host information and documents in designated systems, maintaining accurate and current records.
• Coordinate with Compliance on required reviews, document requests, and escalations, tracking cases through approval.
• Monitor onboarding progress, proactively address delays, and keep hosts and internal stakeholders informed.
• Partner with Sales, Operations, and Host Success colleagues to coordinate a smooth transition from onboarding to ongoing account support.
• Handle sensitive business and personal information in accordance with company privacy and information security requirements.
• Identify recurring onboarding issues and recommend improvements to communications, workflows, and documentation.
• Track onboarding activity, completion timelines, and outstanding requirements.
• Other duties as assigned.

Qualifications

• At least one year of experience in customer onboarding, customer support, account coordination, operations, or a related role.
• Strong attention to detail and experience reviewing documents or maintaining accurate customer records.
• Clear written and verbal communication skills, with the ability to explain requirements to business owners and representatives.
• Strong organizational and follow-up skills, including the ability to prioritize multiple cases and meet deadlines.
• Comfort using CRM platforms, document management systems, Microsoft Office, and other business tools.
• Sound judgment when handling confidential information and escalating issues.

Preferred Qualifications

• Experience collecting or processing KYC, business verification, or customer due diligence documentation.
• Experience supporting business customers in financial services, fintech, payments, or cryptocurrency.
• Familiarity with business formation documents and ownership information.

Compensation

Annual Base Salary: $20,000 - $25,000 USD

Working at CoinFlip means collaborating with experienced and innovative leaders who share a clear vision and a track record of success. We offer a collaborative and positive working environment where we encourage employees to balance productivity with time to recharge. Compensation is above and beyond a typical "startup" - we offer competitive salaries, performance-based incentives, and competitive benefits for full-time employees.

CoinFlip values diversity in the workplace and is an equal opportunity employer committed to providing an inclusive and accessible work environment. We thank all candidates who apply, but only those selected for an interview will be contacted.

By applying to this role, you give express consent to CoinFlip to send you informational text (SMS) messages regarding this role and the application process. You can cancel the SMS service at any time by replying "STOP" to the text message you received. If at any time you forget what keywords are supported, just reply "HELP." Message and data rates apply. If you require a special accommodation, please let us know and we'll work with you to meet your needs.