Job Description
Customer Onboarding Specialist
A US fintech scaling its India customer onboarding team
Location: Remote (India)
About the Company
A US fintech is scaling its India customer onboarding team and has partnered with Flexiple to hire. You will help every new customer clear setup and verification and reach first value quickly. Flexiple is a managed marketplace that helps global companies build high-performing teams and GCCs in India.
Role Overview
As a Customer Onboarding Specialist, you will guide new customers through account setup, verification, and activation, helping the company get every customer to first value quickly and compliantly.
Key Responsibilities
Onboarding & Activation
- Guide new customers through account setup, KYC and verification steps, and activation
- Coordinate with product and support teams to resolve onboarding blockers
- Track onboarding milestones and follow up until customers are fully activated
Process Improvement
- Spot friction points in the onboarding flow and suggest fixes
- Maintain onboarding documentation, scripts, and training materials
- Escalate compliance or risk-related issues promptly
Ideal Candidate Profile
- 2 to 6 years in onboarding, KYC, customer success, or fintech operations
- Comfort working with verification and compliance processes
- Strong attention to detail and follow-through
- Clear written and spoken English and a reliable remote-work setup
Preferred Qualifications
- Experience in fintech, payments, or a regulated onboarding environment
- Familiarity with CRM or onboarding-workflow tools
- Comfort with a partial US time-zone overlap
What We Offer
- A founding onboarding seat with a US fintech's India team
- Remote-friendly, pan-India hiring with long-term placement
- High ownership over a critical, first-impression part of the customer journey
- One application considered for this and future matched roles
Hiring Process
HR Screening → Assignment → Leadership Round 1 → Leadership Round 2 → Culture Fit
More Info
Key Skills
About Company
