Member of Client Experience, Sales Support Analyst
Anchorage Digital
IT, Sales & Business Development, Customer Service
United States
With the evolving landscape of digital threats and an increasing volume of sophisticated attacks by malicious actors, we have a security policy mandating all new hires complete an in-person onboarding process - no exceptions. Security is our foundation and we prioritize physical identity verification and secure IT setup. While our security and IT logistics require physical presence to protect our infrastructure from sophisticated global threats, this move is equally about our Village culture. We believe that a laptop can be shipped, but our culture cannot.
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:
- 2-4 years of 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. :)