Flag Theory: Client Onboarding / Customer Success Representative for Corporate Services
Headquarters: Remote
URL: https://flagtheory.com/
- Take over closed deals from sales department and assist clients with onboarding – bank account opening (potentially also company incorporations)
- Handhold clients in correctly filling KYC forms and documentation specific to each jurisdiction and bank
- Ensure fast paced and uninterrupted support to clients via email or phone as needed
- Vendor communication for timely delivery of our clients’ service
- Create and maintain documentation for the processes you own
- Improve client response rates as well as client satisfaction with Flag Theory
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Previous experience in a B2B customer success / client onboarding role 3+ years - Previous experience in corporate services business
- Previous experience working in a banking environment, with customers
- Good understanding of KYC processes; experience working with KYC processes
- Self motivated to learn new skills
- Empathy
- Proactiveness
- Self-Starter Type
- Ability to self organize based on priorities
- Listen, Learn, Grow mindset
- Excellent command of English – written and spoken
- Ability to overlap with European morning till early afternoon business hours
- Located in Europe
- Experience working remote 6+ months
- Experience working with KYC processes for company incorporations and / or bank account opening (big plus)
- Experience working with Hubspot and a customer support tool such as HelpScout
- Fluent in other international languages such as Spanish, German, Chinese, Russian (NOT Mandatory)
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