- 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
What you need to know about the San Francisco Tech Scene
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine


