Remote Fintech Onboarding Specialist

Jobgether; South Africa; Remote; ZAR 821,000 - 1,232,000; Full time

Benefits offered by this job

Competitive USD salary

Paid annual leave 10 days/year

100% remote work

International exposure

Job summary

Jobgether, on behalf of a partner company, seeks a Customer Onboarding Specialist to drive onboarding for new business partners in fintech/crypto. You will coordinate with Compliance, Sales, and Success teams to ensure smooth, compliant, and timely onboarding.

The role emphasizes attention to detail, clear communication, and the ability to manage multiple onboarding cases while maintaining data accuracy in CRM systems.

Qualifications

• At least 1 year of onboarding or related customer-facing experience.
• Strong attention to detail with document review and data accuracy.
• Excellent written and verbal communication; explain processes clearly.
• Strong organizational and follow-up abilities for multiple cases.
• Familiarity with CRM and productivity tools.
• Good judgement handling sensitive information; escalate when needed.
• Motivated, independent, and able to work remotely.
• Customer-oriented mindset with proactive issue resolution.
• Comfort using AI tools for research and productivity.
• Experience with KYC or business verification is a plus.
• Fintech/payments/crypto experience is a plus.
• Familiarity with business registration docs and ownership structures.

Responsibilities

• Act as the primary onboarding contact for new partners, guiding them through the process.
• Collect KYC docs, ownership details, and materials per procedures.
• Review documents for completeness, accuracy, and consistency; follow up as needed.
• Enter and maintain partner data in CRM and internal systems.
• Coordinate with Compliance to review docs and approvals.
• Monitor onboarding case progress and inform stakeholders of delays.
• Collaborate with Sales, Operations, and Customer Success for smooth handoff.
• Handle confidential information per privacy and security rules.
• Identify recurring onboarding challenges and suggest improvements.
• Track onboarding activity and timelines for reporting.
• Use AI tools to support research and productivity.

Skills

Attention to detail

Communication

Organizational skills

CRM familiarity

Remote work mindset

Tools

CRM platforms

Document management systems

Microsoft Office

Job description

Jobgether, on behalf of a partner company, seeks a Customer Onboarding Specialist to drive onboarding for new business partners in fintech/crypto. You will coordinate with Compliance, Sales, and Success teams to ensure smooth, compliant, and timely onboarding.

The role emphasizes attention to detail, clear communication, and the ability to manage multiple onboarding cases while maintaining data accuracy in CRM systems.