Member of Client Experience, Sales Support
Anchorage Digital
Customer Service, Sales & Business Development
United States
Posted on Aug 10, 2024
At Anchorage Digital, we are building the world’s most advanced digital asset platform for institutions to participate in crypto.
Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, and the industry's leading security infrastructure. Home to Anchorage Digital Bank N.A., the only federally chartered crypto bank in the U.S., Anchorage Digital also serves institutions through Anchorage Digital Singapore, Porto by Anchorage Digital, and other offerings.
The company is funded by leading institutions including Andreessen Horowitz, GIC, Goldman Sachs, KKR, and Visa, with its Series D valuation over $3 billion. Founded in 2017 in San Francisco, California, Anchorage Digital has offices in New York, New York; Porto, Portugal; Singapore; and Sioux Falls, South Dakota. Learn more at anchorage.com, on X @Anchorage, and on LinkedIn.
Anchorage 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. :)
About Anchorage Digital: Who we are
The Anchorage Village, what we call our team, brings together the brightest minds from platform security, financial services, and distributed ledger technology to provide the building blocks that empower institutions to safely participate in the evolving digital asset ecosystem. As a diverse team of more than 300 members, we are united in one common goal: building the future of finance by providing the foundation upon which value moves safely in the new global economy.
Anchorage Digital is committed to being a welcoming and inclusive workplace for everyone, and we are intentional about making sure people feel respected, supported, and connected at work—regardless of who you are or where you come from. We value and celebrate our differences and we believe being open about who we are allows us to do the best work of our lives.
Anchorage Digital is an Equal Opportunity Employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status. Anchorage Digital considers qualified applicants regardless of criminal histories, consistent with other legal requirements. “Anchorage Digital” refers to services that are offered either through Anchorage Digital Bank National Association, an OCC-chartered national trust bank, or Anchorage Lending CA, LLC a finance lender licensed by the California Department of Financial Protection and Innovation, License No. 60DBO-11976, or Anchorage Digital Singapore Pte Ltd, a Singapore private limited company, all wholly-owned subsidiaries of Anchor Labs, Inc., a Delaware corporation.
Protecting your privacy rights is important to Anchorage Digital, and we work to maintain the trust and confidence of our clients when handling personal or financial information. Please see our privacy policy notices here.