Member of Client Experience, Sales Support

Technical Skills:

• 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.

Complexity and Impact of Work:

• 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.

Organizational Knowledge:

• 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.

Communication and Influence:

• 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.

You may be a fit for this role if you have:

• 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.

Although not a requirement, bonus points if:

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