Onboarding specialist

Overall, the role of an onboarding agent typically involves collaborating with clients to collect essential information and documentation, verifying their identity and financial details, and assisting them in setting up and utilizing the platform or service. The onboarding agent plays a crucial role in ensuring that new clients seamlessly and efficiently initiate their use of the fintech platform or service, while also ensuring the company's compliance with regulations and policies.

• Collecting and verifying client information: Onboarding agents are typically responsible for collecting and verifying client information, including identity documents, financial statements, and other relevant data.
• Guiding clients through the setup process: Onboarding agents help clients navigate the process of setting up and using the fintech platform or service, including setting up accounts, configuring settings, and linking external accounts or services.
• Answering client questions and resolving issues: Onboarding agents provide support to clients, answering questions and resolving issues related to the onboarding process or the fintech platform or service.
• Ensuring compliance with regulations: Onboarding agents must ensure that clients are in compliance with all relevant regulations and legal requirements, and that the company's internal policies and procedures are followed.
• Maintaining accurate records: Onboarding agents are responsible for maintaining accurate and up-to-date records of client information and activities, ensuring that client data is protected and secure.

• Knowledge of the fintech platform or service: Onboarding agents must have a deep understanding of the fintech platform or service that they are responsible for onboarding clients to, including its features, capabilities, and limitations.
• Familiarity with identity verification processes: Onboarding agents may be responsible for verifying the identity of clients, which may require knowledge of various identity verification technologies and processes.
• Understanding of compliance and regulatory requirements: Onboarding agents must have a strong understanding of regulatory and compliance requirements, and be able to ensure that clients are in compliance with these requirements.
• Knowledge of financial data and analysis: Onboarding agents may be required to review and analyze financial data, such as bank statements or tax returns, in order to verify client information and ensure compliance with regulatory requirements.
• Technical proficiency: Onboarding agents may need to be proficient in using various software tools, such as customer relationship management (CRM) software or project management tools, to manage client onboarding and ensure a smooth process.
• Communication and customer service skills: Onboarding agents must have strong communication and customer service skills in order to effectively interact with clients, answer questions, and resolve issues during the onboarding process.

• 3+ years of sales experience, ideally in a software sales capacity;
• Domain knowledge of the finance, finTech, accounting industry is a strong plus;
• Experience working with other team members throughout the sales cycle;
• Strong consultative and relationship-building approach to sales;
• Excellent communication skills.

*Any combination of education and experience will be considered.