Champion customer success by communicating the platform's value to help customers achieve measurable results and ROI.
Build long-term strategic partnerships as a trusted advisor, providing tailored workflows, best practices, and guidance to meet customer goals.
Drive customer retention, growth, and satisfaction by leading contract renewals, identifying upsell opportunities, and proactively monitoring engagement.
Total Expert is a customer engagement platform built for financial enterprises, unifying data, marketing, sales, and compliance to deliver personalized customer journeys. It is a growing SaaS company trusted by over 200 financial institutions, with a culture that values resilience, resourcefulness, and a fast-paced startup environment.
Serve as a primary point of contact for brokerage clients via email, chat, and ticketing systems to assist with account questions, onboarding, and platform issues.
Coordinate cross-functionally with Operations, Compliance, Product, and Customer Experience teams to ensure traders receive fast, accurate, and professional support.
Help build knowledge base articles, identify process improvements, and provide product feedback to shape support operations as the brokerage scales.
Tradeify is a fast-growing fintech and proprietary trading platform that helps traders access capital, advanced tools, and a high-performance ecosystem. It is a remote-first company with startup energy, building a new brokerage service to deliver a seamless futures trading experience.
Assist in performing client due diligence and KYC/KYB screening on new customers for various business units.
Support the preparation of KYC packages, handle watch list alerts, and conduct research to verify applicant entities.
Identify potential KYC concerns, escalate issues, and assist in improving policies and automated processes.
Zerohash is the leading crypto and stablecoin infrastructure platform, enabling banks and fintechs to offer crypto trading and stablecoin payments. It is a funded, compliance-first company with a culture emphasizing independence, passion, collaboration, initiative, empathy, adaptability, transparency, and integrity.