07 nov
|
Jobgether
|
Italia
pAre you passionate about customer experience, relationship building, and helping businesses get started successfully? This opportunity allows you to play a key role in onboarding new business partners within the fast-growing fintech and cryptocurrency industry. You will serve as the primary point of contact for new partners, guiding them through every step of the onboarding journey, from initial communication and document collection to account verification and final approval. Working closely with Compliance, Sales, Operations, and Customer Success teams, you will ensure that every onboarding process is smooth, accurate, and completed on time. You will combine strong organisational skills with customer-focused communication to build trust and deliver an excellent first impression. This is an ideal opportunity for a detail-oriented professional who enjoys solving problems, managing processes, and contributing to the growth of an innovative financial technology business. /p br/ bAccountabilities: /b ul liAct as the primary onboarding contact for new business partners, explaining onboarding requirements, answering questions, and providing clear guidance throughout the entire process. /li liCollect business information, Know Your Customer (KYC) documentation, ownership details, and other required materials in accordance with internal procedures and compliance standards. /li liReview submitted documents and information to ensure completeness, accuracy, and consistency, proactively following up on missing documents, discrepancies, or additional requirements. /li liEnter and maintain partner information and documentation within the appropriate CRM platforms and internal systems, ensuring records remain accurate and up to date. /li liCollaborate with the Compliance team to coordinate document reviews, respond to additional information requests, manage escalations, and follow each case through to final approval. /li liMonitor the progress of individual onboarding cases, identify potential delays, resolve issues proactively, and keep business partners and internal stakeholders informed. /li liWork closely with Sales, Operations,
and Host Success teams to ensure a seamless transition from initial onboarding to ongoing partner support. /li liHandle confidential business and personal information responsibly, following established privacy, data protection, and information security procedures. /li liIdentify recurring onboarding challenges and recommend improvements to communication templates, workflows, documentation requirements, and operational processes. /li liTrack onboarding activity, completion timelines, outstanding documentation, and case progress to support operational efficiency and reporting. /li liUse digital and AI-powered tools where appropriate to support research, streamline administrative tasks, and improve daily productivity. /li /ul h3Requirements: /h3 ul liAt least 1 year of professional experience in customer onboarding, customer support, account coordination, operations, or a related customer-facing or administrative role. /li liStrong attention to detail, with practical experience reviewing documents, validating customer information, and maintaining accurate records. /li liExcellent written and verbal communication skills, with the ability to explain processes and documentation requirements clearly to business owners and other stakeholders. /li liStrong organisational and follow-up abilities, including the capacity to manage multiple onboarding cases, prioritise tasks, and consistently meet deadlines. /li liFamiliarity with CRM platforms, document management systems, Microsoft Office, and other standard business productivity tools. /li liGood judgement when handling sensitive and confidential information, with an understanding of when to elevate discrepancies or potential compliance concerns. /li liHigh levels of self-motivation, accountability, and independence, with the ability to remain productive and organised in a fully remote working environment.
/li liCustomer-oriented mindset, strong interpersonal skills, and a proactive approach to resolving issues and improving the onboarding experience. /li liComfort using AI-powered tools to support research, information processing, and everyday productivity is a strong advantage. /li liPrevious experience with Know Your Customer (KYC) procedures, business verification, or customer due diligence is considered a plus. /li liExperience supporting business customers within financial services, fintech, payment solutions, or cryptocurrency environments is an additional advantage. /li liFamiliarity with business registration documents, company ownership structures, and related verification requirements is beneficial. /li liCandidates must currently reside in Latin America (LATAM) or Europe to be eligible for this fully remote opportunity. /li /ul h3Benefits: /h3 ul libCompetitive USD Salary: /b Attractive compensation paid consistently every month, regardless of your location. /li libPerformance-Based Incentives: /b Additional financial rewards recognising individual achievements and the quality of your work. /li libPaid Annual Leave: /b 10 days of paid vacation per year. /li libPublic Holidays: /b Paid time off on all U.S. federal holidays. /li lib100% Remote Work: /b Work from anywhere in Anywhere, provided you have a professional home-working setup. /li libInternational Exposure: /b Opportunity to work within the rapidly growing global fintech and cryptocurrency industry. /li libMeaningful Business Impact: /b Play an essential role in helping new business partners complete onboarding and successfully launch their operations. /li libCollaborative Environment: /b Join a supportive, high-trust team that values communication, accountability, and professional contribution. /li libProfessional Growth: /b Opportunities to develop expertise in customer onboarding, compliance processes, business verification, and financial technology. /li libAI-Enabled Work Environment: /b Opportunity to use modern AI tools to improve workflows, research, and operational efficiency. /li /ul #J-18808-Ljbffr
📌 Customer Onboarding Specialist (Italia)
🏢 Jobgether
📍 Italia