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Customer Onboarding Specialist

🔥 17 hours ago

🇪🇺 Europe – Remote

⏰ Full Time

🟢 Junior

🚀 Onboarding Specialist

🚫👨‍🎓 No degree required

Where this job comes from

Posted on Veta Virtual's careers page, not through a job board

First seen by Remote Rocketship 17 hours ago

Still open on Veta Virtual's site. Checked 51 minutes ago.

Logo of Veta Virtual

Veta Virtual

11 - 50 employees

đź’Ľ Consulting

⚖️ Legal

🏥 Healthcare

Consulting • Legal • Healthcare

Veta Virtual is a company specializing in virtual receptionist and virtual assistant services. They provide a range of services including phone answering, inbound and outbound call management, appointment scheduling, and call overflow handling. Their services are designed to convert callers into clients by delivering personalized experiences through dedicated live receptionists. Veta Virtual works across various industries, including legal, accounting, and medical, helping businesses maintain a professional image, improve customer service, and free up internal resources. The company emphasizes human interaction with 100% real human receptionists who integrate seamlessly with existing phone providers, offering a cost-effective solution compared to hiring full-time staff.

đź“‹ Description

• 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

• 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

• 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

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