Summary

Responsibilities

You Will 🚀

1. Manage and maintain strong relationships with existing clients, ensuring their needs are met promptly and efficiently.
2. Oversee and monitor outstanding balances with clients, proactively addressing any payment delays or issues.
3. Utilize CRM systems to track client interactions, manage accounts, and maintain up-to-date client records.
4. Ensure compliance with relevant regulations, including KYC and KYB requirements, maintaining accurate records of client verification.
5. Support clients through their lifecycle, providing exceptional service and timely responses to inquiries.
6. Coordinate with internal teams to ensure smooth service delivery and client satisfaction.
7. Regularly report on account statuses, including outstanding balances, payments, and any other relevant metrics.
8. Maintain detailed records of client deals and account updates in CRM.
9. Contribute to the development and implementation of processes to improve client experience and account management efficiency.
10. Handle client complaints and escalate as necessary, ensuring all issues are resolved to client satisfaction.

You Have 🤓

1. Proven experience in account management, customer support, or a related field.
2. Experience working with CRM systems (experience with specific platforms such as HubSpot is a plus).
3. Knowledge of compliance requirements, including KYC and KYB processes.
4. Experience with Sumsub or similar client verification platforms is a significant advantage.
5. Strong attention to detail and ability to manage multiple client accounts simultaneously.
6. Ability to maintain professional and positive relationships with clients, demonstrating kindness and responsibility in all interactions.
7. Excellent communication skills, both written and verbal.
8. Strong organizational and time management skills with the ability to prioritize tasks effectively.
9. Ability to work independently and as part of a team, showing initiative and responsibility in all tasks.

Skills

• Accounting
• Attention to Detail
• Communications Skills