Sales - Assisted onboarding specialist

Added
16 days ago
Type
Full time
Salary
Salary not provided

Related skills

crm payments fintech compliance customer service

๐Ÿ“‹ Description

  • Assist customers to complete self-onboarding.
  • Guide document uploads and regulatory compliance.
  • Verify customer documents with compliance team.
  • Oversee terminal ordering and delivery to customers.
  • Update CRM with customer data and feedback.
  • Provide onboarding feedback to product/tech teams.

๐ŸŽฏ Requirements

  • Strong customer service with solution mindset.
  • Familiar with compliance processes and standards.
  • Experience with CRM tools and workflows.
  • Highly organized with ability to handle high volume.
  • Preferred fintech/payments experience.

๐ŸŽ Benefits

  • Inclusive culture with flexible work options.
  • Competitive compensation, potential equity.
  • Regular training and annual learning stipend.
  • Diverse team across 7 countries.
  • Autonomy, mentoring, and challenging goals.
  • High responsibility and trust in your role.
Share job

Meet JobCopilot: Your Personal AI Job Hunter

Automatically Apply to Operations Jobs. Just set your preferences and Job Copilot will do the rest โ€” finding, filtering, and applying while you focus on what matters.

Related Operations Jobs

See more Operations jobs โ†’