Customer Support & Onboarding Operations Specialist

Customer Support & Onboarding Operations Specialist Carlsbad, CA Job Details Full-time $50,337.58 - $85,621.60 a year 1 day ago Benefits Health insurance Dental insurance On-the-job training Flexible schedule Qualifications Jira VLOOKUP function Customer communication Document review (document control) Google Drive Client onboarding Customer support experience (3-5 years) Workflow management (operations management method) Executive administrative support Mid-level Customer inquiry handling SQL Bachelor's degree Dropbox Organizational skills SharePoint Customer support CRM system proficiency Zoho Loan document verification Communication skills Technical Proficiency Account opening File organization Progress tracking (project management tasks) Excel data analysis Full Job Description About AppTech AppTech Payments Corp. (

OTCQB:

APCX) is a publicly traded financial technology company based in Carlsbad, CA. We provide modern, secure, cloud‑native infrastructure for payments, banking services, and digital financial products. As a fast‑growing public fintech, we offer the rare combination of startup‑level innovation with public‑company governance, transparency, and long‑term stock incentive opportunities. We value people who are organized, logical, proactive, and eager to grow into higher‑responsibility roles as the company scales. Role Overview AppTech is seeking an exceptionally organized, detail‑driven Customer Support & Onboarding Operations Specialist to support our COO and core operational workflows. This role blends customer support, onboarding, underwriting preparation, document verification, cloud‑file management, and administrative support . You will help onboard new accounts, gather underwriting documents, verify information using AI and online resources, and prepare clean, accurate packages for our internal verification team and banking partners. You will also support customer inquiries and gradually grow into more independent Customer Support and Customer Success responsibilities. This role is ideal for someone who is logical, organized, tech‑savvy, and capable of working independently without constant direction . Key ResponsibilitiesCustomer Support & Success Respond to customer inquiries with professionalism, clarity, and accuracy. Assist customers through onboarding steps, document submission, and account setup. Provide follow‑ups and ensure customers complete required tasks. Onboarding & Underwriting Preparation Gather required underwriting documents from customers. Use AI tools and online resources to verify document accuracy, business information, and compliance details. Organize and prepare complete onboarding packages for internal verification teams and banking partners. Maintain strict accuracy and consistency across all files and submissions. Cloud File Management & Documentation Manage cloud‑based file systems and shared folders with impeccable organization. Maintain structured, audit‑ready documentation for compliance and underwriting. Ensure all customer files are properly named, stored, and version‑controlled. Administrative & COO Support Work directly with the COO to learn workflows, processes, and operational priorities. Take initiative to identify tasks, follow up on open items, and keep projects moving. Prepare summaries, spreadsheets, and checklists as needed. Technical & Operational Tasks Use Excel to organize data, track onboarding progress, and prepare reports. Create and update Jira tickets for internal teams. Learn internal systems quickly and adapt to new tools as needed. Required Skills & Qualifications Exceptional organization skills — this is the most important requirement. Strong logical thinking and ability to follow structured workflows. Experience with cloud‑based file systems (Google Drive, OneDrive, Dropbox, SharePoint, etc.). Excellent written and verbal communication skills. High proficiency in Excel (sorting, filtering, VLOOKUP/XLOOKUP preferred). Ability to work independently without micromanagement. Strong initiative — able to identify work, take ownership, and move tasks forward. Comfortable using AI tools and online resources to verify information. Professional maturity and ability to handle sensitive documents. Preferred (Not Required) Skills Experience in fintech, payments, banking, or underwriting. Familiarity with Jira, SQL, or CRM systems (Zoho preferred). Customer support or customer success experience. Exposure to compliance or documentation‑heavy environments. Work Environment & Schedule Hybrid role based in Carlsbad, CA . Flexible schedule with consistent reliability required. Occasional in‑person meetings or team sessions as needed. Career Growth High performers will have opportunities to grow into: Customer Support Specialist Customer Success Manager Onboarding & Underwriting Operations Compliance Support Technical Support / Solutions Coordination This role is designed as a launchpad for someone who wants to grow quickly inside a public fintech company.

Pay:

$50,337.58 - $85,621.60 per year

Benefits:

Dental insurance Flexible schedule Health insurance On-the-job training

Education:

Bachelor's (Required) Ability to

Commute:

Carlsbad, CA 92008 (Required)

Work Location:

Hybrid remote in Carlsbad, CA 92008