Trusted institutional partner in crypto and first federally chartered crypto bank

Client Experience – Sales Support

SalesSalesFull TimeRemoteTeam 201-500Since 2017H1B SponsorCompany Site LinkedIn

Location

United States

Posted

13 days ago

Salary

Not specified

Bachelor DegreeEnglish

Job Description

• Partner with Sales, KYC Operations, Legal and Client Experience teams to ensure the client onboarding process is seamless. • Responsible for ensuring sales pipeline integrity, timely launching and completion of client-specific contracts. • Provide attentive care in a timely and thoughtful manner. • Become intimately familiar with the new account opening requirements, verifying appropriate information, adherence to process, and coordinating necessary approvals.

Job Requirements

Experience with CRM systems (e.g., Salesforce) to efficiently manage and track activities, maintain client information, and ensure data remains accurate and up to date.
Strong organizational and time management skills to multitask, prioritize, and meet deadlines in a fast-paced environment.
Baseline understanding of cryptocurrencies and a proactive curiosity to continue building that knowledge.
Solid understanding of client life-cycles within the financial services industry.
A collaborative, proactive, and team-focused approach to problem-solving and internal alignment.
Foundational understanding of legal contracts and complex client structures or professional relationships.