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
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What you need to know about the Colorado Tech Scene
With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.
Key Facts About Colorado Tech
- Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
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- Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
- Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
- Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute
