Customer Success Manager

• Manage and oversee the end-to-end lead cycle within the CRM system (follow-ups, stage tracking, and updates)
• Distribute incoming leads effectively to the appropriate agents and monitor response times
• Prepare and present daily, weekly, and monthly performance reports for the CEO
• Conduct quality control and document control to ensure all client files and records are accurate and compliant
• Ensure all documents are properly uploaded and organized within the CRM system
• Monitor compliance with AML (Anti-Money Laundering) regulations and internal policies
• Provide CRM-related support and troubleshooting for the team

Lead Distributor, CRM Operations

Regional Vice President – Customer Success

Senior Customer Success Manager – MEA/CIS, CEE