Securitize

Customer Success Manager

• Act as the primary contact for clients, ensuring operational requests and inquiries are handled promptly and professionally.
• Build and maintain trusted relationships through clear communication, reliability, and attention to detail.
• Provide proactive updates and transparency on task progress, timelines, and outcomes.
• Manage client operations including investor management, tokenized transactions, distributions, and compliance-related processes.
• Execute tasks with precision and ensure adherence to regulatory, contractual, and operational standards.
• Empower clients to effectively use the Securitize platform through clear communication, resources, and tailored guidance.
• Partner with Product, Compliance, and Engineering to escalate and resolve client issues efficiently.

Support Engineer

• Contact clients daily via phone, text, or email to assist with account open processes, including KYC, accreditation, and broker-dealer account open
• Proactively identify and resolve any issues or discrepancies in KYB documentation, collaborating with internal teams and investors to ensure timely resolution.
• Respond to client inquiries and coordinate with relevant internal parties as needed
• Onboard high networth clients and entities to the platform and provide white glove guidance through guide the process
• Monitor payment activity and assist with ad hoc tasks and research as needed
• Build strong relationships with clients and monitor customer satisfaction levels
• Update onboarding processes and procedures and develop new training materials as needed
• Follow up with clients to ensure timely completion of required documentation
• Maintain accurate and up-to-date client information in the database
• Facilitate resolution of client issues and escalate to relevant parties as needed
• Identify areas for improvement in the onboarding process and make recommendations
• Attend client meetings and presentations as needed
• Collaborate with the sales team to meet client acquisition and retention goals
• Provide support for other team members as needed

Customer Success Manager

Investor Onboarding Support Analyst