nchorage Digital is the premier digital asset platform for the most sophisticated institutions participating in digital assets. As a Member of Sales Support, you are responsible for enforcing data health and accuracy in Anchorage Digital’s primary CRM tools. In this role, you are responsible for ensuring sales pipeline integrity, timely launching and completion of client-specific contracts and providing attentive care to our clients by responding to their Due Diligence Questionnaires (”DDQs”) inquiries in a timely and thoughtful manner. You will become intimately familiar with the new account opening requirements, verifying appropriate information, adherance 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 Member of Client Experience role:
Technical Skills:
- Be responsible for CRM data integrity and functionality, with the goal of having all records properly synced through all systems, championing enhancements and development as able.
- Be responsible for content within systems dedicated to efficient and accurate completion of client due diligent questionnaires (”DDQs”).
- Have a basic understanding of Legal documentation repositories to proactively launch and maintain contracts relevant to Anchorage Digital clients.
Complexity and Impact of Work:
- Contribute as a stakeholder in project work and integration to the Bank’s core CRM & data systems
- Be responsible for new account reviews requiring meticulous review of client.
- Maintain comprehensive documentation for tracking tasks and processes, ensuring responsibilities are well documented
Organizational Knowledge:
- Understand the strategy of Anchorage and be considered when defining the planning and goals of the team.
- Understand how the company’s priorities relate to their own area of work, and clearly communicate the ‘why’ behind the work.
Communication and Influence:
- Communicate effectively and clearly, providing exceptional service to both internal and external clients.
- Participate in Client Experience remit, and be actively engaged with members of CXM on updates to process, client nuance, and relevant updates to client onboardings
You may be a fit for this role if you have:
- Proficiency with CRM systems (e.g., Salesforce) to efficiently manage and track activities and client information and keep information accurate and up to date.
- Beginner’s working knowledge of cryptocurrencies or a strong curiosity to learn.
- Understanding of client lifecycles within financial services industry
- Collaborative & proactive in effecting change
- Basic understanding of Legal contracts and basic client structures/relationships.
Although not a requirement, bonus points if you have:
- You were emotionally moved by the soundtrack to Hamilton, which chronicles the founding of a new financial system. 🙂
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