Client Experience – Sales Support

🕒 February 27

Apply Now
Find Similar Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Logo of Anchorage Digital

Anchorage Digital

201 - 500 employees

Founded 2017

💸 Finance

₿ Crypto

☁️ SaaS

💰 $350M Series D on 2021-12

Finance • Crypto • SaaS

Anchorage Digital is a leading platform offering institutional access to digital assets with comprehensive services including custody, staking, trading, and settlement. It is home to Anchorage Digital Bank, the only federally chartered crypto bank, providing a secured, regulated environment for institutions to participate in crypto markets. With its advanced security architecture, Anchorage Digital supports a wide range of digital assets, allowing wealth managers, institutional investors, and financial firms to manage their digital asset portfolios with confidence. Located in various regions including Singapore, Anchorage Digital continues to expand its services and support to enhance its clients’ participation in the digital asset ecosystem.

📋 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.

🎯 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

Apply Now

Similar Jobs

🕒 February 27

Exact Medicare

201 - 500

⚕️ Healthcare Insurance

👥 B2C

Pre-Licensed Medicare Sales Agent supporting clients in navigating Medicare options. Responsible for providing education and documentation, ensuring regulatory compliance, and building client relationships.

🕒 February 27

Exact Medicare

201 - 500

⚕️ Healthcare Insurance

👥 B2C

Licensed Insurance Agent providing guidance on Medicare options and assisting with enrollment. Fostering client relationships and ensuring compliance with Medicare regulations in a dynamic sales environment.

🕒 February 27

Exact Medicare

201 - 500

⚕️ Healthcare Insurance

👥 B2C

Licensed Insurance Agent assisting clients in navigating Medicare options and recommending suitable plans. Engaging with high call volumes to educate clients and manage transitions.

🕒 February 27

Socure

501 - 1000

🤖 Artificial Intelligence

🔐 Security

💸 Finance

Senior Solution Consultant at Socure serving as a technical expert for RiskOS. Partnering with clients to optimize operations and drive growth through fraud prevention.

🕒 February 26

Allegion

10,000+ employees

🔐 Security

🔧 Hardware

🏢 Enterprise

Regional Sales Manager for Allegion managing AD Systems and Unicel Architectural sales in the Central Midwest U.S. Engaging architects, glaziers, and end-users to drive specifications and visibility.

🇺🇸 United States – Remote

💵 $90k - $120k / year

💰 Post-IPO Debt on 2022-06

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales