Customer Onboarding Specialist for FinTech Startup
Company: The Elite Job
Location: India
Employment Type: FULL_TIME, PART_TIME
Date Posted: 2025-09-04
Valid Through: 2026-09-04
Job Summary
The Elite Job, a fast-growing FinTech startup, is seeking a passionate and customer-focused Customer Onboarding Specialist to join our dynamic team. In this role, you will be the first point of contact for new customers, ensuring a seamless transition from sales to successful product adoption. You will guide clients through the onboarding process, provide tailored support, and deliver an exceptional customer experience that fosters long-term satisfaction and loyalty. This is a unique opportunity to make a significant impact at an innovative company revolutionizing financial technology solutions.
Key Responsibilities
Serve as the primary contact for new customers during the onboarding phase.
Guide clients step-by-step through product setup, account activation, and platform navigation.
Collaborate with sales, product, and customer success teams to ensure smooth handovers and continuity.
Understand customer goals and tailor the onboarding experience to align with their business needs.
Deliver product demonstrations, training sessions, and educational materials to customers.
Monitor onboarding progress, troubleshoot issues, and escalate complex cases as needed.
Collect customer feedback and collaborate with internal teams to improve onboarding processes.
Maintain accurate records of onboarding activities in CRM tools and dashboards.
Required Skills and Qualifications
Strong communication and interpersonal skills with a customer-first mindset.
Ability to explain complex FinTech solutions in a simple and engaging manner.
Proficiency with CRM platforms (e.g., HubSpot, Salesforce, or similar).
Excellent organizational skills and attention to detail.
Problem-solving abilities and adaptability in a fast-paced environment.
Strong written and verbal English proficiency.
Experience
Bachelors degree in Business, Finance, Communications, or a related field preferred.
2+ years of experience in customer onboarding, customer success, or account management, ideally within FinTech, SaaS, or tech startups.
Experience working with financial platforms, digital payment systems, or banking technology is highly desirable.
Working Hours
Full-time position (40 hours per week).
Flexible working schedule with occasional requirements to support customers across different time zones.
Hybrid or remote work options depending on location.
Knowledge, Skills, and Abilities
Knowledge of financial services, digital banking, or payment solutions.
Ability to manage multiple clients and priorities simultaneously.
Strong analytical mindset with the ability to interpret customer needs.
Tech-savvy with the ability to quickly learn new systems and tools.
Collaborative mindset with a passion for building long-term client relationships.
Benefits
Competitive salary with performance-based incentives.
Health, dental, and vision insurance.
Paid time off, holidays, and wellness programs.
Professional development opportunities and training budget.
Stock options and participation in company success.
Vibrant, innovative, and supportive startup culture.
Why Join The Elite Job?
At The Elite Job, we are redefining the future of financial technology. Joining us means being part of a bold, innovative startup where your work directly shapes customer experiences and the companys growth. You will work alongside passionate professionals in a collaborative environment that values creativity, initiative, and continuous learning. If you are driven to help clients succeed and want to grow with a company that is changing the FinTech landscape, this is the place for you.
How to Apply
If you are excited about this opportunity, please send your resume and a cover letter outlining your relevant experience and motivation to us with the subject line: Customer Onboarding Specialist – The Elite Job. Applications will be reviewed on a rolling basis.
