Customer Onboarding Specialist

Veta Virtual

. Act as the main onboarding contact for new business hosts .

Posted 11/3/2026full-timeRemoteJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer onboarding processes, including document collection, compliance reviews, and effective communication with business hosts. Proficient in using CRM platforms and maintaining accurate records while ensuring confidentiality and security of sensitive information.

Highest-signal resume keywords

Customer Onboarding ExperienceAttention To DetailClear Communication SkillsCRM Platform ProficiencyKYC Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer OnboardingDocument ReviewRecord MaintenanceKYC DocumentationBusiness VerificationAccount CoordinationOperations SupportData EntryWorkflow ImprovementCase Tracking

Soft Skills

Strong OrganizationFollow-Up SkillsSelf-MotivationJudgment With Confidential InformationProblem-Solving

Tools & Technologies

CRM PlatformsDocument Management SystemsMicrosoft OfficeAI Tools

Industry Keywords

Financial ServicesFintechPaymentsCryptocurrencyBusiness Formation Documents

About the role

Key responsibilities & impact

Act as the main onboarding contact for new business hosts
Explain requirements, answer questions, and provide clear next steps
Collect business information, KYC documents, ownership details, and other onboarding materials
Review submissions for completeness, accuracy, and consistency
Follow up on missing items or discrepancies
Enter host information and documents into relevant systems
Maintain accurate and current records
Work with Compliance on reviews, document requests, and escalations
Track each case through approval
Monitor onboarding progress and resolve delays early
Keep hosts and internal teams informed
Partner with Sales, Operations, and Host Success teams
Handle sensitive business and personal information according to privacy and security rules
Identify recurring onboarding problems and recommend improved messaging, workflows, and documents
Track onboarding activity, completion times, and open requirements

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 maintaining 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 prioritization of multiple cases and meeting deadlines
Experience using CRM platforms, document management systems, Microsoft Office, and other business tools
Sound judgment with confidential information and ability to determine when to escalate
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
Must be currently based in Latin America (LATAM) or Europe
Must complete two short two-minute video questions as part of the screening process

Benefits

Comp & perks

Competitive salary in USD, paid consistently every month
Performance-based incentives
10 paid vacation days per year
All U.S. federal holidays
100% remote work from anywhere in LATAM or Europe
Professional home setup
Collaborative, high-trust culture
Growth opportunities