Our partner is looking for a Customer Onboarding Specialist based in India. Are you passionate about customer experience, relationship building, and helping businesses get started successfully? You will serve as the primary point of contact for new partners, guiding them through every step of the onboarding journey, from initial communication and document collection to account verification and final approval. Working closely with Compliance, Sales, Operations, and Customer Success teams, you will ensure that every onboarding process is smooth, accurate, and completed on time. This is an ideal opportunity for a detail-oriented skilled who enjoys solving problems, managing processes, and contributing to the growth of an innovative financial technology business. Collect business information, Know Your Customer (KYC) documentation, ownership details, and other required materials in accordance with internal procedures and compliance standards. - Enter and maintain partner information and documentation within the appropriate CRM platforms and internal systems, ensuring records remain accurate and up to date. - Collaborate with the Compliance team to coordinate document reviews, respond to additional information requests, manage escalations,



and follow each case through to final approval. - Work closely with Sales, Operations, and Host Success teams to ensure a seamless transition from initial onboarding to ongoing partner support. - Handle confidential business and personal information responsibly, following established privacy, data protection, and information security procedures. - Track onboarding activity, completion timelines, outstanding documentation, and case progress to support operational efficiency and reporting. - Use digital and AI-powered tools where appropriate to support research, streamline administrative tasks, and improve daily productivity. Requirements: - At least 1 year of professional experience in customer onboarding, customer support, account coordination, operations, or a related customer-facing or administrative role. - Strong attention to detail, with practical experience reviewing documents, validating customer information, and maintaining accurate records. - Familiarity with CRM platforms, document management systems, Microsoft Office, and other standard business productivity tools. -

📌 Onboarding & Customer Service Specialist (India)
🏢 Jobgether
📍 India