Remote Onboarding Specialist — Fintech & Crypto Partners

Veta Virtual Inc.; México; Remoto; MXN 838.000 - 1.210.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive salary

Performance incentives

20 days PTO

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 a fully approved account in a fully remote role, coordinating with Compliance and Sales to ensure a smooth transition from onboarding to ongoing support. The role requires at least 1 year in onboarding or similar; you will manage sensitive information and use CRM tools in a fast-paced remote environment.

Competenze

• 1 year+ experience in customer onboarding, support, account coordination, operations, or similar role.
• Attention to detail; experience reviewing documents and keeping accurate records.
• Clear written and verbal communication; ability to explain requirements to business owners in simple terms.
• Strong organization and follow-up skills; ability to manage many cases and meet deadlines.
• Comfort using CRM platforms, document management systems, MS Office, and other business tools.
• Experience with KYC, business verification, or customer due diligence (bonus).

Mansioni

• Act as the main onboarding contact for new hosts, explain requirements, answer questions, and share next steps.
• Collect KYC documents, ownership details, and onboarding materials following procedures.
• Review submissions for completeness, accuracy, and consistency; follow up on missing items.
• Enter host information and documents into systems; keep records accurate and current.
• Coordinate with Compliance on reviews, requests, escalations; track cases to approval.
• Monitor progress on each case; resolve delays early and keep stakeholders informed.
• Collaborate with Sales, Operations, and Host Success to ensure smooth onboarding to ongoing support.
• Handle sensitive information with privacy and security.
• Identify repeated onboarding problems and suggest improved messages/docs/workflows.
• Track onboarding activity, completion times, and open requirements.

Strumenti

CRM platforms

Document management

Microsoft Office

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 a fully approved account in a fully remote role, coordinating with Compliance and Sales to ensure a smooth transition from onboarding to ongoing support. The role requires at least 1 year in onboarding or similar; you will manage sensitive information and use CRM tools in a fast-paced remote environment.