Deal Desk Specialist (Customer Onboarding)

Deal Desk Specialist - ChainIT Pay

ChainIT® | Trust Nothing. Verify Everything.

About ChainIT Pay

ChainIT Pay is verification-first payment infrastructure for the agentic era. We help businesses accept, remit and route payments across cards, bank rails, wallets and cross-border, with every party verified before value moves and an audit-ready record on every transaction and every agent action. We're a growth-phase company, and our products, features and SOPs evolve weekly, often daily.

One integration brings it together: ChainIT ID verifies each party, Pactvera binds the terms, Gateway moves the value and Valitorum proves it. We are builders. If you want a front-row seat to what's being built next in payments, read on.

The role

The Deal Desk owns the onboarding experience for internal and external customers. You'll take every deal from "yes" to activated through the best onboarding path. You'll review deal packaging and work with Sales, Sales Engineering, Compliance and more so every applicant onboards smoothly to the ChainIT Pay platform, without cutting corners on policy or risk.

What you'll do

• Own the onboarding experience. Support Sales, applicants and partners from signed deal to activation.
• Review every deal for a clean start. Review deal packaging and confirm approved pricing, SOW and use case are in place. Escalate any problems to the right people before onboarding starts to reduce friction.
• Guide applicants to activation. Walk applicants through onboarding across pay-ins, payouts and product activations.
• Partner on due diligence. Work with platform partners on enhanced due diligence or manual data pulls needed to complete onboarding.
• Own escalations end to end. Raise any onboarding issue, including changes to use case, SOW, pricing or product, and drive it to resolution.
• Follow the playbook. Adhere to all onboarding policies and procedures in place.
• Make onboarding better. Suggest SOP enhancements that improve the onboarding experience and cut onboarding time.
• Master the tools. Complete all required trainings and use the tools provided to the level expected, including company AI platforms and agent management.
• Lift the team. Help onboard new teammates and share what you learn.

Required

• Bachelor's degree, or equivalent experience in fintech or financial software onboarding.
• Pick up new systems and tools fast, lean into trainings and own your learning path to reach proficiency on time.
• Complete all trainings and use the tools provided, including company AI platforms such as Claude Cowork and agent management.
• Work at a fast pace with minimal supervision.
• Bring strong attention to detail and problem-solving skills.
• Work easily with Sales, Compliance, Legal and senior stakeholders.

What sets you apart

• Strong working knowledge of pay-ins, payouts, cross-border payments, identity verification (KYC/KYB) and digital payment fraud tools.
• Hands-on experience activating and configuring financial products.
• Strong background with documentation tools like Confluence.
• Proficient with ticketing platforms such as HubSpot Service Hub and Jira.

What we offer

• Salary and Benefits: Benefits and other compensation depend on where you're located, and we'll go through the full details with you during the interview process. Medical, dental and vision coverage for you, paid by ChainIT, with no employee premium for your own coverage, 401(k) and Paid time off
• ChainIT University, our internal training program on the platform, our products and the identity and compliance rules behind them

How hiring works

• Intro call with our Recruiting Coordinator or VP, Talent & Culture (25 minutes)
• Role conversation with our VP Operations & Customer Delivery (30 to 45 minutes)
• Team conversations so you can make sure it's the right fit for you (30 minutes)
• Offer. Most candidates hear back within 5 days of their last conversation.

Is this role for you?

This role may be a fit if you enjoy figuring things out as you go, get excited by new challenges and want to learn and grow quickly. You’ll also get a front-row seat to how we’re building verification-first payments for the agentic era.

• Team: Sales Operations / Commercial
• Reports to: VP Operations & Customer Delivery
• Location: Scottsdale, AZ
• Work model: Hybrid, 2-3 days per week in office
• Works with: Sales, Sales Engineering, Compliance, Risk, Legal, Finance, Product
• Approved: Yes

Pay: $45,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Work from home

Application Question(s):

• How many years of experience do you have with KYC/KYB?
• How many years of experience do you have with customer onboarding experience in fintech or financial software.

Experience:

• CRM software: 1 year (Required)

Work Location: Hybrid remote in Scottsdale, AZ 85260