we are looking for a Customer Onboarding Specialist.
What you will do
Own the KYB track from the day the case opens. Confirm the right contact after the automated kickoff, and when a customer goes quiet after the reminders, you call, you find the right person, you get the account owner involved. Nothing sits at Waiting for Customer without a human behind it.
Run KYB and KYC collection end to end. Explain what each document is for, chase on a fixed cadence, answer the questions a CFO or office manager will have. The KYB bot handles the first line; you are the human in the loop behind it. Legal questions go to Mai.
Keep the record clean so Compliance can review the moment a document lands.
Handle legal operations for Mai. Prepare order forms from approved pricing, send them through DocuSign, track signatures, record the signature date on the agreement, file the signed copy. Mai approves terms; you run the paperwork.
Own every rail. US, Israel on own licence, Adyen for the EU and UK, PTC for Canada, NIUM for Singapore and Australia. Each has its own document pack and partner requirements. NIUM is fully manual and you will prepare those cases for Compliance.
Get every approved customer to their implementation or onboarding call. Once KYB is approved, make sure the call is booked and held. That call is where your ownership ends and Implementations or the CSMs begins.
Escalate on a schedule. Day 10 to the account owner with one specific ask, day 20 to Compliance leadership. In writing, every time.
Be a second pair of hands on the operational queue (interwires, credits and debits, deposit refunds) when Compliance needs it.
Report and improve. Days from signed Order Form to implementation or onboarding call, monthly, plus one process improvement a month.
Requirements: One to three years in customer-facing operations, onboarding, legal operations, support or compliance operations, ideally at a fintech, payments company or B2B SaaS
Native-level written and spoken English. You will be writing to finance leaders across the US, Israel, Europe, Canada and Asia-Pacific
Fluent Hebrew. You will run the Israeli pipeline directly with Israeli customers and alongside Compliance and Legal
Genuinely organised. Forty open threads at once, none dropped
Careful with paperwork. You will send contracts and record exactly what came back
Comfortable following up for the fifth time and still sounding like someone the customer wants to help
Salesforce experience, or clear evidence you pick up systems fast
This position is open to all candidates.