Remote Customer Onboarding Specialist

Support customer onboarding remotely from Canada, using clear communication and strong organisation to guide new business partners successfully. Help deliver accurate, timely account approvals.
As a Customer Onboarding Specialist, you will serve as the primary contact for new business partners. You will manage documentation, account verification, and approval coordination. The work requires customer-focused communication, CRM accuracy, and close collaboration with Compliance, Sales, Operations, and Host Success teams.

Key Responsibilities:

Guide partners through onboarding requirements and documentation
Collect KYC information, ownership details, and required materials
Review submissions for completeness, accuracy, and consistency
Track cases, resolve delays, and communicate progress
Maintain accurate records across CRM and internal systems
Requirements:
At least one year of relevant professional experience
Strong document review and recordkeeping attention to detail
Excellent written and verbal communication skills
Ability to manage multiple cases and deadlines
Familiarity with CRM, document systems, and Microsoft Office
Apply your onboarding, verification, communication, and organisational skills to help business partners progress through accurate approvals.