Onboarding Specialist

Role overview Help newly acquired small and medium-sized business customers complete onboarding, meet verification requirements, and begin using financial services across domestic and international markets. The role centers on proactive, high-volume outreach and clear guidance, with progress measured through activation and conversion goals. You will coordinate with operations teams to resolve blockers and support a smooth path to a first funded transaction.

Responsibilities - Contact new customer accounts through phone calls, email, and structured messaging follow-ups. - Guide customers through onboarding and KYC steps, answering questions and helping them complete required actions. - Track interactions and follow-up sequences in CRM and outreach tools. - Work with operations colleagues to support account activation, approvals, and timely resolution of onboarding or payment issues. - Maintain consistent engagement across an assigned portfolio and encourage progress toward first funding. - Share customer feedback and ideas with the team to improve onboarding and business outcomes.

Requirements - A bachelor’s degree, or current enrollment in a bachelor’s program. - One to two years of experience in B2B sales, telesales, inside sales, customer onboarding, customer service, or a related area; internships or early sales experience may be relevant. - Strong spoken and written English, confident phone communication, active listening, and persuasive customer engagement. - Comfortable working to ambitious activity, deadline, and conversion targets while prioritizing a high volume of follow-ups. - Familiarity with Microsoft Office, including Excel, Word, and PowerPoint. - Organized reporting and effective coordination with sales and operations stakeholders.

Nice to have - BPO or inside sales experience, particularly managing frequent follow-ups or volume-based onboarding and activation targets. - Familiarity with CRM, calling, and marketing outreach tools.