Associate Revenue Onboarding Specialist

We’re looking for a detail-oriented and motivated Associate Revenue Onboarding Specialist to join our growing client onboarding operations. In this critical role, you will help streamline and scale how we collect, review, and process due diligence materials for new business clients. You’ll support onboarding efforts that directly contribute to company OKRs focused on speed, compliance, and operational efficiency. You’ll work closely with internal teams and external stakeholders—such as payment processors, card networks, and digital wallet providers—ensuring that onboarding packages are complete, compliant, and submitted on time. Collect and organize Know Your Business (KYB) documentation and supporting materials from new business clients. Review submissions for completeness, accuracy, and alignment with underwriting, regulatory, and risk standards. Use AI-powered tools (e.g., OCR, smart forms, data matchers) to streamline documentation analysis and identify gaps. Compile complete and well-organized onboarding packages for internal and external partner review. Coordinate with internal teams (Sales, Legal, Compliance, Project Managers) to gather missing or supplemental documentation. Act as a liaison between onboarding stakeholders and external partners to facilitate a seamless and compliant onboarding experience.