Customer Onboarding Specialist | WFO | Angeles, Makati, Ortigas

Cloudstaff Philippines Inc.; Philippines; On-site; PHP 600,000 - 900,000; Full time

Benefits offered by this job

Health and life insurance

Leave credits (up to 24 days/year)

Flexible leave policy

Equipment provided (PC/Laptop & fiber)

Job summary

Cloudstaff Philippines Inc. is seeking a Customer Onboarding Specialist (Fintech and Digital Banking) to join our team.

You will guide customers through end-to-end onboarding and account activation, and ensure smooth KYC/AML verification. You will collaborate with compliance, product and operations teams to resolve onboarding issues, monitor workflows, meet SLA targets, and identify ways to improve onboarding conversion rates.

Qualifications

• 3-7+ years fintech, banking, or onboarding operations experience.
• Strong knowledge of KYC, AML, and identity verification processes.
• Experience supporting US banking or fintech customers preferred.
• Familiar with Salesforce, Zendesk, or Intercom tools.
• Skilled in managing high-volume, SLA-driven workflows.
• Strong communication and cross-functional collaboration skills.
• Detail-oriented with strong problem-solving abilities.

Responsibilities

• Guide customers through end-to-end onboarding and account activation.
• Drive smooth KYC/AML and identity verification processes.
• Resolve onboarding issues to reduce drop-offs and delays.
• Monitor onboarding workflows and meet SLA performance targets.
• Collaborate with compliance, product, and operations teams.
• Support customers through technical and financial onboarding steps.
• Identify opportunities to improve onboarding conversion rates.

Skills

KYC/AML knowledge

Onboarding operations

US fintech experience

SLA-driven workflows

Strong communication

Cross-functional collaboration

Problem solving

Salesforce

Zendesk

Intercom

Attention to detail

Tools

Salesforce

Zendesk

Intercom

Job description

Job Description

We are currently on the lookout for a new Customer Onboarding Specialist (Fintech and Digital Banking) to join our team at Cloudstaff, the #1 Workplace Everywhere!

• Guide customers through end-to-end onboarding and account activation
• Drive smooth KYC/AML and identity verification processes
• Resolve onboarding issues to reduce drop-offs and delays
• Monitor onboarding workflows and meet SLA performance targets
• Collaborate with compliance, product, and operations teams
• Support customers through technical and financial onboarding steps
• Identify opportunities to improve onboarding conversion rates

Qualifications and Requirements

• 3-7+ years fintech, banking, or onboarding operations experience
• Strong knowledge of KYC, AML, and identity verification processes
• Experience supporting US banking or fintech customers preferred
• Familiar with Salesforce, Zendesk, or Intercom tools
• Skilled in managing high-volume, SLA-driven workflowsStrong communication and cross-functional collaboration skills
• Detail-oriented with strong problem-solving abilities

Perks and Benefits

• Comprehensive health and life insurance on your 16th day of employment, covering 1 free dependent on the 16th day of employment
• Up to 24 leave credits per year
• Flexible leave credits which may be used for vacation, emergency and sick leaves
• Superb and exciting Mid-Year Parties - with items to give away and cash prizes!
• Endless opportunities for career advancement
• Exclusive ATM inside the office for employee's convenience
• Annual Performance Review with Salary Increase
• We set you up for success with a company-provided PC/Laptop and fiber internet connection
• Look forward to weekly office perks for work from office staff - Free Coffee, Meals and Beer Fridays!
• Top notch workplace with first class VIP lounge and game rooms
• Child friendly spaces to cater to the needs of employees with children, enhancing work-life balance
• Participate and join our CS Social Clubs and Special Interest Groups to connect with colleagues
• International career growth and connections
• Unlimited cash incentives for hired referrals
• Mental Wellness Employee Assistance program through Lifeworks
• In-house psychiatrist available to support employees' well-being
• Become part of the Employee Share Units program
• Cloudstaff Dream Points - To be used for bidding useful items like appliances, kitchenettes etc.

Cloudstaff : Build Your Career, Anywhere

Established in 2005, Cloudstaff is a leading outsourcing company that empowers businesses to thrive through smarter talent solutions. We’re passionate about creating a work environment that fosters your professional growth and overall well-being.

Why Cloudstaff is the #1 Workplace?

• Award-winning Culture: We’re committed to building the #1 Workplace Everywhere, with a proven track record of staff engagement initiatives and industry recognition
• Invest in You: We support your development through comprehensive training programs, mentoring and opportunities for career advancement
• Thrive as an Individual: We offer a strong work-life balance with flexible schedules, meaningful perks and a collaborative team environment