Job Description

Position Summary

The Inside Sales / Fintech Onboarding Specialist is responsible for converting inbound and outbound leads into active customers while ensuring a smooth and compliant onboarding experience. This role combines consultative sales, product education, and operational onboarding within a fast-paced fintech environment.
Years of experience: Minimum 1 year

Key Responsibilities

Sales & Lead Management

Manage inbound leads, qualify prospects, and conduct discovery calls to understand business needs. Execute outbound outreach to targeted prospects via phone, email, and digital channels. Present and demonstrate fintech products and services clearly and persuasively. Accurately maintain CRM records, follow up on opportunities, and manage the sales pipeline. Achieve monthly and quarterly sales and conversion targets.

Customer Onboarding

Guide new customers through the onboarding process, including KYC/KYB, compliance checks, documentation, and account setup. Educate customers about platform features, payment flows, security requirements, and best practices. Coordinate with compliance, risk, and operations teams to ensure timely account activation. Troubleshoot onboarding issues and ensure a smooth transition to account activation.

Customer Experience & Relationship Management

Serve as the primary point of contact during the onboarding lifecycle. Provide clear instructions, follow-up communication, and proactive support. Identify customer needs and recommend appropriate product configurations or solutions. Ensure high customer satisfaction and positive first-90-day engagement.

Cross-Functional Collaboration

Work closely with sales, product, compliance, and support teams to streamline processes. Provide feedback based on customer insights to improve onboarding workflows and product usability. * Participate in internal training sessions and stay updated on product features and compliance requirements.