Lead education-driven onboarding for new Wealthbox customers, including kickoff calls and platform walkthroughs.
Translate complex advisory processes into streamlined Wealthbox configurations to help customers work smarter.
Facilitate professional live training sessions for diverse audience sizes, tailoring onboarding to client objectives.
Wealthbox is a CRM software platform for financial advisors, rated #1 by users and market share. The company is a fast-growing team building AI-powered software, with tens of thousands of advisors using the platform.
Guide new and existing clients through onboarding via email, phone, and video support.
Manage multiple onboarding projects while providing training and troubleshooting support.
Collaborate with internal teams to drive client outcomes and improve onboarding processes.
ButterflyMX empowers people to automate property access, operations, and security from a single platform. With products in 20,000+ properties, the company is a distributed, primarily remote workforce that values collaboration and innovation.
Coordinate onboarding of payment service providers, electronic money institutions, and banking partners.
Manage documentation, compliance support, and partner communication for smooth payment operations.
Track onboarding statuses, resolve operational issues, and collaborate with cross-functional teams.
They are a growing international technology company focused on innovative B2B solutions and payment services for global clients. They offer a collaborative, remote-first culture with opportunities for professional development.
Manage the complete technical setup and implementation of new gyms and fitness studios across the SMB and LATAM segments.
Configure platform modules and integrations, coordinate data migrations, and ensure implementations are delivered within SLAs.
Monitor onboarding KPIs, maintain documentation, and collaborate with internal teams to improve the onboarding experience.
Jobgether is an AI-powered recruitment platform that connects job seekers with opportunities through an automated matching process. The company fosters a collaborative, inclusive, and purpose-driven culture focused on innovation, personal growth, and employee wellbeing.
Review and approve onboarding applications and account decisions, escalating high-risk cases to the CCO.
Oversee client maintenance, vendor/banking partner due diligence, and fiat transaction reviews.
Manage wallet whitelisting, KYT alerts, and compliance reporting with proper documentation.
The hiring company is a global digital asset and financial technology firm focused on compliance and onboarding operations. It offers a fast-paced, remote-first culture with close collaboration across Business Development and Compliance teams.
Lead education-driven onboarding for new customers, including kickoff calls and platform walkthroughs.
Consult with clients to translate workflows into efficient processes by configuring templates, workflows, and custom fields.
Design and deliver live and recorded education sessions, plus develop guides and webinars.
Wealthbox is the #1 CRM software platform for financial advisors, providing a hub for practice management. A fast-growing, customer-focused team with tens of thousands of users across enterprise firms, they value AI-powered solutions and practical education.
Own the end-to-end onboarding journey for new restaurant partners, guiding them from kickoff to go-live.
Set up, configure, and test each account to capture the restaurant's unique voice, menu, hours, and policies.
Chat warmly and clearly with restaurant owners and staff via email, phone, and text to ensure they feel supported.
HKR.TEAM is a start-up dedicated to simplifying global HR. They have a transparent, tech-savvy culture with a young, meritocratic team that values ownership and getting things done.
Deliver white-glove service to institutional clients throughout onboarding and ongoing account management.
Handle time-sensitive custody and settlement operations, resolving client issues proactively and swiftly.
Collaborate with internal stakeholders and provide rotating shift coverage to ensure continuous operations.
Anchorage Digital is a crypto platform that enables institutions to participate in digital assets via custody, staking, trading, and secure infrastructure. Founded in 2017, we are a 600+ person team backed by top investors including Andreessen Horowitz, Goldman Sachs, and KKR.
Onboard individual and corporate users (KYC and KYB) by verifying documentation and conducting risk assessments.
Perform periodic reviews, sanctions screening, IP checks, and enhanced due diligence to meet regulatory standards.
Collaborate with internal teams and contribute to process improvements in a fast-paced crypto environment.
SwissBorg is building the future of crypto wealth management, making investing more accessible, transparent and intuitive for everyone. Trusted by nearly one million users managing over $1B in crypto assets, the company is Swiss-engineered and regulated, with a culture that embraces diversity, openness, curiosity, and inclusion.
Guide new customers through onboarding to a live setup that works for their business.
Help customers configure channels, AI agents, and automations to handle leads effectively.
Act as the main point of contact, ensuring timely resolution of issues and high satisfaction.
Respond.io is an AI-powered business messaging platform helping companies manage customer conversations across chat, calls, and email in one place. They are a globally distributed team with employees worldwide, fostering a diverse and inclusive culture.
Manage full-cycle accounting including reconciliations, month-end close, and financial reporting for a multi-channel cryptocurrency business.
Reconcile cash and transaction activity across a nationwide network of digital currency kiosks, partnering with operations and logistics.
Support digital asset accounting and leverage tools like QuickBooks Online, Slack, and Google Workspace to optimize processes.
Veta Virtual is a virtual staffing agency that hires professionals for clients in the fintech and cryptocurrency industry. The company fosters a supportive, collaborative remote culture focused on growth and impact.
Select suitable banks, EMIs, and PSPs for Boosta's companies based on business needs, jurisdictions, and risk profile.
Manage end-to-end onboarding and corporate account opening across jurisdictions, including Tier-1 and APAC markets.
Prepare KYC/KYB applications, coordinate with Legal, Finance, and Treasury, and manage ongoing KYC requirements.
Boosta is a holding tech company that creates, develops, and invests in digital businesses with global potential. We collaborate with over 800 specialists worldwide, and millions of users use our products and services.
Assess client needs and teach options in virtual consultations.
Handle admin tasks like notes, appointments, and CRM hygiene.
Stay in the relationship after the first meeting and build on it.
We are a consulting company that helps clients through virtual onboarding and relationship management. Our remote team values drive, trainability, and dependability, offering full training and performance-based advancement.
Lead and grow the onboarding team, coaching Team Leads and building a culture of ownership and accuracy.
Own the onboarding pipeline from agreement to live plan, keeping timelines, quality, and SLAs on track.
Partner with Product and cross-functional teams to build training, improve tools, and drive KPIs.
We help small and growing businesses make retirement benefits easier, simplifying 401(k)s with straightforward solutions and great service. For more than 25 years, we've built a culture of service and a mission to help more people build a secure financial future.
Own the full onboarding journey for net-new customers, from setup to live handoff with Customer Success.
Manage multiple concurrent onboardings in a high-volume environment with 1:1 and group training.
Drive customers to adoption and self-sufficiency, collaborating cross-functionally to improve the onboarding playbook.
Roofr provides a CRM platform for roofing businesses, integrating sales tools, payments, and material ordering. They are a successful startup with a strong culture and financials, offering growth opportunities.
Own day-to-day engagement and success plans for Trulioo's largest customers across payments, crypto, and financial services.
Lead high-stakes customer engagements, resolve escalations, and drive adoption of Trulioo's full product suite to achieve high NPS.
Leverage AI and data analysis to identify upsell opportunities, streamline workflows, and mentor the customer success team.
Trulioo is a global leader in digital identity verification, enabling businesses to onboard customers, reduce costs, and fight fraud by verifying over 5 billion people and 700 million business entities across 195 countries. Headquartered in Vancouver with offices in San Diego and Dublin, Trulioo is a people-first company recognized as a BC Top Employer, fostering a collaborative and inclusive culture.
Prepare monthly rollforwards for BTC, ETH, LTC and other digital assets.
Reconcile wallet balances to blockchain data and perform FMV calculations.
Post journal entries for month-end close and support financial reporting.
Veta Virtual is a virtual staffing company placing finance and accounting professionals with innovative clients in the fintech and cryptocurrency space. The company fosters a collaborative, supportive culture focused on precision, curiosity, and continuous improvement.
Own product strategy and execution for KYC, KYB, and other compliance-related projects.
Collaborate with global vendors and cross-functional teams to build a state-of-the-art verification platform.
Define and analyze key product metrics to inform decision-making and measure success.
Binance is a leading global blockchain ecosystem behind the world's largest crypto exchange. Trusted by 300+ million users in 100+ countries, the company offers a wide range of digital-asset products and has a fast-paced, results-driven culture.
Define and own the product vision, strategy, and roadmap for Alpaca's account opening and identity verification services.
Manage the lifecycle of various account structures, including fully disclosed, omnibus, and sub-accounting, for global B2B clients.
Lead KYC and identity verification initiatives, collaborating with legal, compliance, and go-to-market teams to deliver a world-class account experience.
Alpaca provides institutional-grade APIs for brokerage infrastructure, enabling financial institutions to offer trading in stocks, ETFs, options, crypto, and more. The company is backed by $400M in funding and has a global team of 400+ members who value curiosity, empathy, and accountability.