Onboard new customers from signup through their first transaction, guiding account verification and setup while explaining platform value. Own early-lifecycle engagement metrics, including conversion, engagement, and customer NPS. Ensure client records meet AML and KYC requirements, review data accuracy and completeness, and perform enhanced due diligence on sensitive clients. The role requires Mandarin and English communication and rotating shift availability, including weekends.
Overview
Qualifications
Responsibilities
- The Onboarding Analyst will be responsible for onboarding new clients, making them ready to use the platform, and supporting them during their first weeks as a user.
Qualifications
Job Requirements:
- Min 2 years of work experience in onboarding, customer success, or a similar role, preferably in a reputable and international SaaS company or startup.
- Strong communication skills in Mandarin and English - You can communicate very well on the phone and in writing, with internal and external stakeholders.
- Willing to work on rotating shifts (including weekends)
Responsibilities
(May perform other duties as requested that may not be specifically addressed in this document)
Responsibilities and Accountabilities
● Onboard customers from the moment they sign-up until their first transaction. Help them gothrough sign up, account verification, account setup, explain how Aspire works, and pitch how itcan add value to their business.● Make their onboarding experience delightful and make each touchpoint with Aspire a greatmoment for them● Own the early-lifecycle engagement metrics for startup customers: conversion, engagement,customer NPS, etc.● Be responsible for ensuring all client records are compliant with Anti-Money Laundering (AML)and Know Your Client (KYC) regulatory standards in a timely fashion● Review the collection and verification of data performed to ensure all KYC records are accurateand complete● Perform enhanced due diligence on sensitive clients
Similar Jobs
Fintech • Financial Services
Leads BECU’s API platform strategy, engineering and delivery teams, technology roadmaps, governance, budgeting, vendor partnerships, and agile execution. Oversees scalable, secure APIs using C#/.NET on Azure, GraphQL, and REST; advances API lifecycle standards, CI/CD, quality, security, observability, and cloud-native practices. Builds high-performing teams through coaching, supports modernization initiatives, aligns technology with business goals, and promotes responsible AI-enabled engineering tools.
Top Skills:
.NetAgileApi GatewaysApplication InsightsAzureAzure Api ManagementC#Ci/CdCloud-Native ServicesErpGraphQLMicroservicesOauth 2.0Openid ConnectOpentelemetryRestScrum
Fintech • Financial Services
Build and maintain front-end web solutions, including landing pages, microsites, forms, and reusable components. Support BECU’s migration from Sitecore to Optimizely, personalization, digital campaigns, testing, analytics-driven optimization, accessibility, SEO, compliance, and marketing technology integrations. Collaborate with UX, Marketing, Product, Analytics, and IT teams in an Agile environment while troubleshooting performance issues, documenting processes, and independently delivering member-facing digital experiences.
Top Skills:
A/B TestingBootstrapCmsCSSHTMLJavaScriptJqueryMultivariate TestingOptimizelySitecoreWcag
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Leads and develops Central Region National Accounts Account Executives, driving growth, retention, re-enrollment, performance, and client outcomes. Partners with regional leadership and Underwriting on strategy, pricing, renewals, and complex negotiations. Serves as executive sponsor for strategic clients, supports high-impact issue resolution, and coordinates cross-functional execution across Sales, Underwriting, Service, and Claims. The role owns regional performance and talent development without carrying a direct book of business.
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
