Provision and configure new advisor accounts and teams in internal systems.
Manage advisor transitions, including moves between account managers or teams.
Execute user migrations and update internal systems to reflect accurate billing, contracts, and account information.
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace.
Manage client onboarding and verification activities, including the review and validation of KYC documentation through dedicated tools such as Admin and Zendesk, as well as handling Funding and general client inquiries via email and live chat.
Review, verify, and validate client-submitted documents to ensure accuracy, validity, and compliance with regulatory and internal standards.
Support remediation initiatives by guiding existing clients through document resubmission and re-verification processes.
Kraken is a mission-focused company rooted in crypto values, aiming to accelerate the global adoption of crypto, so that everyone can achieve financial freedom and inclusion. As a fully remote company, Kraken has Krakenites in 70+ countries who speak over 50 languages.
Oversee the full cycle of contract management, from KYC coordination to invoice control.
Communicate proactively with clients during service order preparation to ensure full clarity on contract conditions, billing structures, and implementation steps.
Maintain high levels of customer satisfaction, focusing on clarity, responsiveness, and reliability across administrative and billing interactions.
Gcore provides infrastructure and software solutions for AI, cloud, network, and security. The company has 550+ professionals worldwide and its vision is to connect the world to AI.
Serve as the primary point of contact for assigned client accounts.
Develop a deep understanding of each client's business, needs, and goals.
Monitor client usage, engagement, and satisfaction using internal tools and KPIs.
Savvital empowers small and medium-sized businesses in the international market by providing customized solutions. Their team is composed of highly educated and motivated experts and they value the uniqueness and experience each individual brings to the organization.
Administration & maintenance of our CRM system (HubSpot).
Support in creating offers in cooperation with Legal, Finance and Compliance.
Maintenance of customer data and creation of sales documents.
CREALOGIX, a Vencora group member, is a leading provider of digital banking and financial technology solutions. With a team of 380 dedicated employees, they have been driving digitization in the financial sector for over 25 years, assisting organizations in enhancing digital customer experiences.
Provide implementation oversight to ensure alignment with NetDocuments standards, timelines, and customer expectations.
Review of migration and configuration plans in high-risk or complex environments.
Drive resolution of partner and customer issues by identifying risks early, resolving blockers efficiently, and ensuring they are fully addressed
NetDocuments is the world’s #1 trusted cloud-based content management and productivity platform that helps legal professionals do their best work. They strive to win together through passionate hard work, exploring new things and recognizing every interaction matters and provides rewarding career growth in an inclusive, diverse environment where employees are encouraged to openly contribute creative ideas and innovation, backed by supportive peers and leadership working together to achieve our goals as a unified team.
Address client inquiries and proactively follow up with unresponsive clients.
Oversee client form intake, log data in Salesforce, and track client readiness.
Coordinate with accounting to validate Stripe payment setups, ensuring correct billing configurations before client activation.
Xplor provides cloud-based technology solutions for small and medium-sized businesses, enabling them to manage operations and growth. They aim to help business owners focus on their passion by providing tools like Xplor Pay for secure and fast payments. Their team is unified by a purpose of helping people succeed.
Be the primary point of contact for clients and vendors.
Take over client onboarding once the sales team has closed the sale.
Answer all client questions in an efficient manner, focused on retention.
Stratosphere is a strategy-first growth partner for leading digital asset and technology companies, operating as a fractional CMO and execution arm. They are analytics-driven, systems-oriented, and work as an embedded extension of founders and leadership teams.
Member-facing: Responding to members’ queries regarding our products and services.
Taking ownership of members' issues, following up on outstanding requests, and escalating issues when necessary.
Onboarding of prospective members - assisting them from applying for membership until they are fully onboarded
Xapo Bank aims to provide economic freedom and wealth protection. They are a fully distributed team of over 130 Xapiens that work remotely from 30+ countries around the world and are headquartered in Gibraltar.
Simplifying compliance data collection and management for both clients and internal teams.
Protecting clients and their assets through robust security and compliance frameworks.
Creating intuitive and scalable solutions that integrate seamlessly within Anchorage's ecosystem.
Anchorage Digital is building the world’s most advanced digital asset platform for institutions to participate in crypto, providing custody, staking, trading, governance, and settlement services. They are a diverse team of more than 600 members with offices in New York, Porto, Singapore and Sioux Falls, funded by leading institutions including Andreessen Horowitz, GIC, Goldman Sachs, KKR, and Visa, with its Series D valuation over $3 billion.
Serve as a trusted advisor to key accounts, customer stakeholders, and executive sponsors
Support new client onboarding and growth initiatives in collaboration with Sales
Generate timely, accurate quotes and ensure smooth order placement and processing
Myriad360 provides IT solutions. They are consistently listed among Inc & Crain's "Best Places to Work" and they're proud of their accessible & engaged executive team.
Own day-to-day client relationships, serving as the primary point of contact.
Provide strategic guidance by translating client business goals into integrated marketing roadmaps.
Drive flawless execution by managing scopes, timelines, budgets, and dependencies across workstreams.
Unlock Health is a full-service marketing communication agency, grounded in technology, built for healthcare and integrated with a managed care consultancy with deep revenue strategy expertise. They brought together leading healthcare firms to solve a core challenge: aligning brand, marketing, technology, and revenue strategy.
Own the day-to-day success of assigned clients, focusing on adoption, account health, and retention at scale.
Serve as a trusted partner by sharing relevant best practices and resources to customers.
Develop and maintain a detailed understanding of client use cases and document findings to support continuity and scale.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Drive the full onboarding lifecycle from kickoff to go-live, manage timelines and risks.
Independently implement standard Salesforce and Mogli configurations, translate technical knowledge for precise client configurations.
Promote client success by implementing a dynamic onboarding program and training curriculum.
Mogli Technologies delivers a native Salesforce application for SMS and WhatsApp communications to global education organizations and nonprofits, along with extreme growth of clients in commercial verticals. They are a small, high-trust team focused on accelerating their clients' success globally.
Responsible for maintaining and growing relationships with small to medium sized clients.
Ability to manage and execute relevant activities across multiple accounts throughout their contract lifecycle.
Collaborate with client to execute on goals and KPIs.
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace.
Forbes Advisor helps readers turn their aspirations into reality by providing trusted advice and guidance for informed decision-making. They are an experienced team of industry experts across Content, SEO, Business Intelligence, and other areas.
Manage, retain and expand relationships with assigned clients.
Deliver business results to drive high client retention and expansion.
Act as the voice of the client, advocating for their requests and feedback.
Force Therapeutics is reshaping the future of remote therapeutic care. Their intelligent, evidence-driven platform empowers clinicians to extend their reach and engage patients at every pivotal moment of their care journey. As they enter their next phase of innovation and expansion, they’re looking for mission-driven team members who are energized by solving meaningful challenges in healthcare.
Manage multiple accounts while seeking new opportunities, deepening existing client relationships, & generating incremental business
Prospect within your existing account territory to identify & qualify new opportunities, determine members of buying group, lead discovery, and demonstrating solutions to prospective clients
Vericast is the financial institution (FI) performance partner. They help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people.
Serve as the primary point of contact for a high volume of small client accounts, managing day-to-day requests and inquiries.
Coordinate with internal teams (Service Desk, Engineering, Finance, Billing, etc.) to resolve client issues through to completion.
Support client retention by ensuring a responsive, reliable, and positive day-to-day client experience.
Jobgether is a company using an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against a role's core requirements. Their system identifies top-fitting candidates, and this shortlist is then shared directly with the hiring company.