Customer Onboarding Specialist

Hace 24 horas

méxico Veta Virtual Jornada completa
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
  • 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 escape.
  • 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.