About the Role
The individual in this position will collaborate closely with sales and client-facing teams to facilitate client onboarding, respond to inquiries, and maintain accurate records, ensuring a seamless experience from initial contact through ongoing engagement.
Responsibilities
- Provide direct assistance to sales teams during client acquisition phases
- Manage end-to-end onboarding workflows for new clients
- Respond promptly to client requests and information needs
- Maintain precise documentation in internal systems
- Coordinate with compliance and operations to resolve client issues
- Track and report on client engagement metrics
- Escalate complex cases to appropriate departments
- Ensure adherence to internal procedures and regulatory standards
- Support the preparation of client-facing materials
- Monitor client accounts for updates and changes
- Act as a liaison between clients and internal stakeholders
- Follow up on outstanding client requirements
- Assist in refining onboarding processes for efficiency
- Identify opportunities to improve client communication
- Participate in cross-functional initiatives related to sales enablement
Nice to Have
- Knowledge of digital asset markets
- Prior experience in a startup or high-growth environment
- Understanding of AML and KYC protocols
- Experience with Salesforce or similar systems
- Background in technical support for financial platforms
Compensation
Competitive salary and benefits package
Work Arrangement
Hybrid work model
Team
Part of the Client Experience team focused on sales support
About the Team
This team plays a central role in enabling sales success by ensuring clients receive timely, accurate, and professional support from first contact through integration.
What You’ll Do
- Work cross-functionally to streamline client onboarding
- Support sales representatives with real-time client data
- Help maintain a high standard of client satisfaction
Available for qualified candidates
