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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer onboarding processes, including KYB and KYC compliance, while maintaining high service standards and effective communication with stakeholders. Proficient in managing customer relationships and utilizing data-driven approaches for process improvement.
Highest-signal resume keywords
KYB ComplianceKYC ComplianceCustomer OnboardingB2B SaaS ExperienceFluent in French
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer OnboardingKYB ComplianceKYC ComplianceData AnalysisProcess Improvement
Soft Skills
Attention to DetailCritical ThinkingProblem SolvingWritten CommunicationCollaboration
Tools & Technologies
ZendeskRetoolPersonaTruliooSlack
Industry Keywords
Financial ServicesB2BSaaSRegulatory ComplianceRisk Management
Tech Stack
Tools & technologiesSwift
About the role
Key responsibilities & impact- Execute all aspects of initial customer onboarding while maintaining swift service level agreements
- Train customers and own onboarding materials, including user guides, videos, and product tutorials
- Work with prospective customers to collect information and documentation required for onboarding and compliance verification
- Communicate with external banking partners for further risk management
- Process prospective customers’ KYB and KYC applications for compliance with Float’s services
- Collaborate with Revenue, Customer Support, and the wider Risk team to mitigate internal risk and maintain regulatory compliance and service standards
- Track and analyze core customer-approvals metrics
- Support data-driven process development and improvement
- Contribute to special projects as required
- Manage initial customer communication and participate as a final decision-maker in approving new Float customers
Requirements
What you’ll need- At least one year of experience in an operations or customer-facing role in the financial services industry
- Previous knowledge of and/or experience with KYB + KYC is highly preferred
- Exposure to B2B SaaS and/or an early to mid-stage startup environment will be an asset
- Spectacular attention to detail; thoroughness and accuracy
- Customer-focused approach and ability to build credibility and trust with customers
- Ability to learn quickly and work independently
- Critical-thinking and problem-solving ability
- Ability to manage large queues of conflicting priorities and prioritize tasks
- Strong written communication skills
- Ability to collaborate effectively and receive/provide feedback
- Experience with Zendesk, Retool, Persona, Trulioo, and Slack is a nice-to-have; training provided
- Fluent, professional, error-free business correspondence in French with customers every day, without translation tools or assistance
- Legally eligible to work in Canada
- Currently residing in Canada
Benefits
Comp & perks- Equity options
- Benefits
- Hybrid work model
- Catered team lunches every Tuesday, Wednesday and Thursday
- Dog-friendly office
- High-autonomy, high-growth role
- High-trust, high-performance culture
- Accessible accommodations during the hiring process and employment
