Descripción del puesto

Customer Onboarding:

● Onboard new clients and guide them through the onboarding process.

● Ensure customers have a clear understanding of our platform and services.

● Assist clients in setting up their accounts and profiles.

Relationship Management:

● Build and maintain strong and lasting relationships with clients.

● Be the primary point of contact for customer inquiries and concerns.

● Be responsible for generating community with our clients.

Problem resolution:

● Promptly and effectively address customer inquiries, concerns and incidents.

● Collaborate with internal teams to solve complex customer problems.

Commercial Portfolio Management:

● Monitor customers' progress and use of our services.

● Identify opportunities to promote or sell additional services (upselling/cross-selling).

● Help clients achieve their financial and legal goals through our platform.

Feedback + improvement:

● Collect customer feedback and ideas to improve our services.

● Collaborate with product and development teams to improve the platform.

● Contribute to the development of best practices in customer success.

Requisitos

• Graduated in Business Administration/ Communication/ Law or related.
• 3 to 5 years of relevant experience.
• Experience in stablishing relations with C-Level.
• Previous experience in Legal (VC), US tax, VC regulatory knowleadge, accounting
• Analytical Capacity.
• Excellent command of Excel.
• Advanced English level, you will have clients all over the world
• Strong teamwork skills, ability to work with leaders, and the ability to communicate ideas clearly.