Anchorage Digital - Member of Client Experience, Sales Support

• CRM & Systems Management: Experience maintaining CRM data integrity and functionality, ensuring all records are properly synced across systems while championing platform enhancements and development. • CRM & Systems Management: • Legal Documentation: Basic understanding of legal repositories with the ability to proactively launch and maintain contracts relevant to Anchorage Digital clients. • Legal Documentation: • 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. • Systems Integration: • Account Governance: Own the review of new accounts, performing meticulous due diligence on client onboarding to ensure accuracy and compliance. • Account Governance: • Process Documentation: Maintain comprehensive documentation for tracking tasks and processes, ensuring all departmental responsibilities are clearly defined and archived. • Process Documentation: • Organizational Knowledge: • Strategic Alignment: Understanding Anchorage Digital’s overarching strategy and ability to integrate that knowledge into team planning and goal-setting. • Strategic Alignment: • 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. • Purpose-Driven Execution: • Communication and Influence: • Client Relations: Strength in clear and effective communication to provide exceptional service to both internal stakeholders and external clients. • Client Relations: • Cross-Functional Collaboration: Actively partners with stakeholders across Anchorage Digital to identify opportunities for process optimization and improvement. • Cross-Functional Collaboration: • 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. :)