Fintech jobs in United States

Role Overview
The Onboarding Specialist is responsible for guiding new clients through the initial setup and integration process, ensuring a smooth and efficient transition into the company’s products or services.
This role involves coordinating with internal teams, providing training and resources, addressing client inquiries, and ensuring all technical and administrative requirements are completed.
The Onboarding Specialist plays a key role in enhancing customer satisfaction, reducing time-to-value, and fostering long-term client relationships.

Key Responsibilities

• Lead clients through the onboarding journey, from contract signing to full product adoption.
• Coordinate with internal departments (sales, technical support, customer success) to ensure a seamless setup process.
• Deliver tailored product training and resources to clients, including virtual and in-person sessions.
• Respond to client inquiries promptly, offering clear and professional guidance.
• Ensure all technical configurations, account activations, and administrative requirements are completed on schedule.
• Monitor onboarding progress, proactively identifying and resolving any issues that may delay implementation.
• Gather client feedback to improve onboarding processes and enhance overall customer experience.

Requirements

• Fluent in Mandarin Chinese and English (spoken and written), with excellent communication skills.
• Strong understanding of the Greater China market (Mainland China, Hong Kong, Macau, Taiwan), including business culture and client expectations.
• Proven experience in onboarding, customer success, account management, or related client-facing roles.
• Ability to manage multiple client projects simultaneously in a fast-paced environment.
• Strong problem-solving skills and a customer-first mindset.
• Tech-savvy, with the ability to quickly learn and explain software products.
• Exceptional interpersonal skills, with the ability to build trust and rapport with diverse clients.

Preferred Qualifications

• Experience in fintech, SaaS, or technology-related industries.
• Familiarity with CRM systems and onboarding tools.
• Prior work experience supporting clients in the Greater China region.