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Remote Onboarding Specialist for SaaS Fintech

Puzzle, San Francisco, CA, United States


A financial technology startup in San Francisco seeks an Onboarding Specialist to guide new customers through their initial experiences. You will help them understand their accounts and become confident users of the platform. Ideal candidates have 1–3 years in customer-facing roles and a strong understanding of bookkeeping. This role includes leading onboarding calls, supporting data migrations, and collaborating with teams to enhance customer experience. You'll thrive in a flexible, dynamic environment with competitive pay and comprehensive benefits. #J-18808-Ljbffr