Member of Client Experience, Sales Support

Anchorage Digital

43d

About The Position

Anchorage Digital is the premier digital asset platform for the most sophisticated institutions participating in digital assets. As a Member of Sales Support, you will be a critical part of the daily operations at Anchorage Digital Bank. In this role, you will partner with Sales, KYC Operations, Legal and Client Experience teams to ensure the client onboarding process is seamless. In this role, you are responsible for ensuring sales pipeline integrity, timely launching and completion of client-specific contracts, and providing attentive care in a timely and thoughtful manner. You will become intimately familiar with the new account opening requirements, verifying appropriate information, adherence to process, and coordinating necessary approvals.

We have created the Factors of Growth & Impact to help Villagers better measure impact and articulate coaching, feedback, and the rich and rewarding learning that happens while exploring, developing, and mastering the capabilities and contributions within and outside of the Business Analyst role.

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.

Nice To Haves

• You were emotionally moved by the soundtrack to Hamilton, which chronicles the founding of a new financial system. :)

Responsibilities

• CRM & Systems Management: Experience maintaining CRM data integrity and functionality, ensuring all records are properly synced across systems while championing platform enhancements and development.
• Legal Documentation: Basic understanding of legal repositories with the ability to proactively launch and maintain contracts relevant to Anchorage Digital clients.
• Systems Integration: Act as a primary stakeholder in project work and technical integrations involving Anchorage Digital Bank’s core CRM and data systems.
• Account Governance: Own the review of new accounts, performing meticulous due diligence on client onboarding to ensure accuracy and compliance.
• Process Documentation: Maintain comprehensive documentation for tracking tasks and processes, ensuring all departmental responsibilities are clearly defined and archived.
• Strategic Alignment: Understanding Anchorage Digital’s overarching strategy and ability to integrate that knowledge into team planning and goal-setting.
• Purpose-Driven Execution: Ability to connect company-wide priorities to specific areas of work and clearly communicate the "why" behind operational tasks to the broader team.
• Client Relations: Strength in clear and effective communication to provide exceptional service to both internal stakeholders and external clients.
• Cross-Functional Collaboration: Actively partners with stakeholders across Anchorage Digital to identify opportunities for process optimization and improvement.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed