Customer Onboarding Specialist

Veta Virtual Inc.; United States; À distance; USD 50 000 - 67 000; Plein temps

Avantages offerts par ce poste

10 vacation days per year

100% remote

Performance incentives

Résumé du poste

Veta Virtual Inc. is hiring a Customer Onboarding Specialist for a fintech/cryptocurrency client. You will guide hosts from first contact to fully approved accounts, ensuring confidence and smooth onboarding in a fully remote role.

You will collect KYC documents, verify information, and coordinate with Compliance, Sales, and Operations to move hosts from onboarding to ongoing support while maintaining strict privacy and security standards.

Qualifications

• Experience in customer onboarding, support, or account coordination.
• Ability to review documents for accuracy and completeness.
• Strong written and verbal communication for explaining requirements.

Responsabilités

• Main onboarding contact for new hosts, explain requirements and next steps.
• Collect business information, KYC docs, ownership details, and onboarding materials.
• Review submissions for completeness and accuracy, follow up on missing items.
• Enter host information into systems, maintain records accurately.
• Coordinate with Compliance for reviews and escalations until approval.
• Monitor progress, resolve delays, keep all parties informed.
• Collaborate with Sales, Ops, and Host Success to ensure smooth handoff.
• Handle sensitive information with privacy and security in mind.
• Identify onboarding process improvements and suggest better messaging.

Connaissances

Attention to detail

Clear communication

CRM experience

Remote work

AI tools aid

KYC familiarity

Outils

CRM platforms

Description du poste

Launch Your Next Successful Chapter with Veta Virtual!

Competitive Salary in USD | 100% Remote | Performance Incentives | Customer Facing Onboarding Role

Veta Virtual is hiring a Customer Onboarding Specialist for one of our high growth clients in the fintech and cryptocurrency industry. This is not a back-office data entry role. You will be the first friendly voice that new business partners meet. You will guide them step by step, from the first hello to a fully approved account, so they feel confident and supported from day one.

Your Role:

As a Customer Onboarding Specialist, you will work with business owners who host the client’s cryptocurrency kiosks in their locations. You will explain what is needed, collect and check their documents, and work with internal teams until each case is approved. Your success will be measured by smooth, accurate, and on-time onboarding. Your day to day will involve:

• Acting as the main onboarding contact for new business hosts, explaining requirements, answering questions, and sharing clear next steps.
• Collecting business information, Know Your Customer (KYC) documents, ownership details, and other onboarding materials, following company procedures.
• Reviewing each submission for completeness, accuracy, and consistency, and following up quickly on missing items or differences.
• Entering host information and documents into the right systems and keeping every record accurate and current.
• Working with the Compliance team on reviews, document requests, and escalations, and tracking each case until approval.
• Monitoring progress on every case, solving delays early, and keeping hosts and internal teams informed.
• Partnering with Sales, Operations, and Host Success colleagues so each host moves smoothly from onboarding to ongoing support.
• Handling sensitive business and personal information with care, following privacy and security rules.
• Spotting repeated onboarding problems and recommending better messages, workflows, and documents.
• Tracking onboarding activity, completion times, and open requirements.

What You’ll Need:

• At least one year of experience in customer onboarding, customer support, account coordination, operations, or a similar role.
• Strong attention to detail and experience reviewing documents or keeping accurate customer records.
• Clear written and verbal communication, with the ability to explain requirements to business owners in simple terms.
• Strong organization and follow-up skills, including the ability to prioritize many cases and meet deadlines.
• Comfort using CRM platforms, document management systems, Microsoft Office, and other business tools.
• Sound judgment with confidential information and a clear sense of when to elevate.
• Highly self-motivated and able to stay productive in a fully remote setting.
• Comfort and skill using AI tools to support research and daily productivity is a strong plus.
• Bonus: experience with KYC, business verification, or customer due diligence.
• Bonus: experience supporting business customers in financial services, fintech, payments, or cryptocurrency.
• Bonus: familiarity with business formation documents and ownership information.
• To be considered for this role, you must be currently based in Latin America (LATAM) or Europe.

What We Offer:

• Competitive salary in USD, paid consistently every month, no matter where you are.
• Performance based incentives, so your results are recognized and rewarded directly.
• 10 paid vacation days per year plus all U.S. federal holidays.
• 100% remote, work from anywhere in LATAM or Europe with a professional home setup.
• A fast paced, high growth environment at the forefront of the global fintech and cryptocurrency industry, where your work helps new partners go live.
• A collaborative, high trust culture through Veta Virtual and our client, where your performance is celebrated and your growth is taken seriously from day one.