Customer Onboarding Specialist

Veta Virtual; United States; Remote; USD 45,000 - 89,000; Full time

Benefits offered by this job

Remote work

Performance incentives

Paid vacation

Global fintech exposure

Job summary

Veta Virtual is hiring a Customer Onboarding Specialist to guide new business partners through the onboarding journey for fintech and cryptocurrency clients. This fully remote role focuses on accuracy, timely submissions, and clear communication as you coordinate with Compliance, Sales, Operations, and Host Success teams.

You’ll review documents, collect information, and enter data across systems while maintaining privacy and security standards in a fast-paced, remote-friendly environment.

Qualifications

• At least 1 year of onboarding or related experience.
• Strong attention to detail and record-keeping.
• Clear written and verbal communication for business owners.
• Organizational and prioritization skills with deadlines.
• Proficiency with CRM platforms and document management tools.
• Ability to handle confidential information with sound judgment.

Responsibilities

• Act as the main onboarding contact for new hosts, explain requirements and next steps.
• Collect KYC documents and ownership details per procedures.
• Review submissions for completeness and accuracy, follow up on missing items.
• Enter host information into systems and maintain accurate records.
• Coordinate with Compliance on reviews, requests, and escalations.
• Monitor progress and communicate status to hosts and teams.
• Collaborate with Sales, Operations, and Host Success to ensure smooth handoff.
• Handle sensitive information per privacy rules.
• Identify onboarding issues and suggest improved messages/workflows.
• Track onboarding activity and timelines.

Skills

Customer onboarding

Customer support

Account coordination

Operations

Documentation review

CRM experience

Communication

Remote work

AI tools familiarity

Tools

CRM platforms

Document management systems

Microsoft Office

Job description

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.