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 Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
