Remote Fintech Onboarding Specialist

Jobgether; México; A distancia; MXN 520.000 - 831.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive USD Salary

Performance-Based Incentives

Paid Annual Leave

Public Holidays

100% Remote Work

International Exposure

Meaningful Business Impact

Collaborative Environment

Professional Growth

AI-Enabled Work Environment

Descripción de la vacante

Jobgether, on behalf of a partner company, seeks a Customer Onboarding Specialist based in Mexico to guide new partners through the onboarding journey in fintech/cryptocurrency. You will collect KYC data, verify documents, and coordinate with Compliance, Sales, and Operations to ensure a smooth process.

You’ll maintain CRM records, resolve issues, and use AI tools to streamline tasks in a fully remote environment. LATAM or Europe candidates are welcome.

Formación

• At least 1 year of professional experience in customer onboarding, customer support, account coordination, operations, or a related customer-facing or administrative role.
• Strong attention to detail, with practical experience reviewing documents, validating customer information, and maintaining accurate records.
• Excellent written and verbal communication skills, with the ability to explain processes and documentation requirements clearly to business owners and other stakeholders.
• Strong organisational and follow-up abilities, including the capacity to manage multiple onboarding cases, prioritise tasks, and consistently meet deadlines.
• Familiarity with CRM platforms, document management systems, Microsoft Office, and other standard business productivity tools.
• Good judgement when handling sensitive and confidential information, with an understanding of when to elevate discrepancies or potential compliance concerns.
• High levels of self-motivation, accountability, and independence, with the ability to remain productive and organised in a fully remote working environment.
• Customer-oriented mindset, strong interpersonal skills, and a proactive approach to resolving issues and improving the onboarding experience.
• Familiarity with AI-powered tools to support research, information processing, and everyday productivity is a strong advantage.
• Previous experience with Know Your Customer (KYC) procedures, business verification, or customer due diligence is considered a plus.
• Experience supporting business customers within financial services, fintech, payment solutions, or cryptocurrency environments is an additional advantage.
• Familiarity with business registration documents, company ownership structures, and related verification requirements is beneficial.
• Candidates must currently reside in Latin America (LATAM) or Europe to be eligible for this fully remote opportunity.

Responsabilidades

• Act as the primary onboarding contact for new business partners, explaining onboarding requirements, answering questions, and providing clear guidance throughout the entire process.
• Collect business information, Know Your Customer (KYC) documentation, ownership details, and other required materials in accordance with internal procedures and compliance standards.
• Review submitted documents and information to ensure completeness, accuracy, and consistency, proactively following up on missing documents, discrepancies, or additional requirements.
• Enter and maintain partner information and documentation within the appropriate CRM platforms and internal systems, ensuring records remain accurate and up to date.
• Collaborate with the Compliance team to coordinate document reviews, respond to additional information requests, manage escalations, and follow each case through to final approval.
• Monitor the progress of individual onboarding cases, identify potential delays, resolve issues proactively, and keep business partners and internal stakeholders informed.
• Work closely with Sales, Operations, and Host Success teams to ensure a seamless transition from initial onboarding to ongoing partner support.
• Handle confidential business and personal information responsibly, following established privacy, data protection, and information security procedures.
• Identify recurring onboarding challenges and recommend improvements to communication templates, workflows, documentation requirements, and operational processes.
• Track onboarding activity, completion timelines, outstanding documentation, and case progress to support operational efficiency and reporting.
• Use digital and AI-powered tools where appropriate to support research, streamline administrative tasks, and improve daily productivity.

Conocimientos

Customer onboarding

KYC procedures

CRM platforms

Attention to detail

Communication skills

Remote work

Herramientas

CRM platforms

Document management systems

Microsoft Office

Descripción del empleo

Jobgether, on behalf of a partner company, seeks a Customer Onboarding Specialist based in Mexico to guide new partners through the onboarding journey in fintech/cryptocurrency. You will collect KYC data, verify documents, and coordinate with Compliance, Sales, and Operations to ensure a smooth process.

You’ll maintain CRM records, resolve issues, and use AI tools to streamline tasks in a fully remote environment. LATAM or Europe candidates are welcome.