Anchorage Digital

Client Experience – Sales Support

Anchorage Digital

full-time

Posted on:

Location Type: Remote

Location: United States

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About the role

  • 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.

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.
Benefits
  • Health insurance
  • Flexible work arrangements
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
CRM systemsSalesforceclient onboardingclient life-cycleslegal contracts
Soft Skills
organizational skillstime managementmultitaskingprioritizationproblem-solvingcollaborationproactivity