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English
$
USD
I will be your fintech customer onboarding and virtual assistant
About this Gig
Struggling with fintech user onboarding and support tickets?
I'm Joan, your dedicated Fintech Customer Success VA. I help startups turn confused new users into happy, paying customers.
WHAT I DO:
- New user onboarding via email & live chat
- Ticket management & fast resolution
- CRM updates (HubSpot, Zendesk, Intercom)
- Knowledge base maintenance & FAQs
- Customer follow-ups & retention
PERFECT FOR:
Fintech, SaaS, Crypto, Banking Apps, Neobanks, Payment platforms
WHY ME?
- Fast, friendly, US/UK communication style
- Detail-oriented & organized
- Understand KYC, onboarding flows, compliance basics
- Available in your timezone
Don't lose users because of slow support. Let's onboard them right!
Message me before ordering to discuss your needs.
Keywords: fintech virtual assistant, customer onboarding, customer success, CRM support.
Social media platform:
•
•
Discord
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Telegram
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Other
Service type:
Non-technical support
Language:
English
Timezone:
24/7
Support software:
Zendesk
•
Salesforce
•
Intercom
•
HubSpot
•
Other
Knowledge base software:
Zoho
•
Other
FAQ
What fintech tools do you use?
I work with Zendesk, Intercom, HubSpot, Freshdesk, Notion, and Slack. I can quickly learn any CRM or helpdesk you use for your fintech platform.
Do you understand KYC and fintech onboarding?
Yes! I understand KYC flows, user verification, account activation, and how to guide new users through your app without confusion. I keep compliance and user experience in mind.
What are your working hours and timezone?
I'm based in GMT+3 (East Africa) but flexible for US/UK timezones. For Standard and Premium packages, I provide updates and can overlap with your team hours. Message me to confirm.
