Remote Onboarding Specialist – Fintech & Crypto Partners

Veta Virtual Inc.; 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

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.