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Flag Theory: Client Onboarding / Customer Success Representative for Corporate Services

By:

Headquarters: Remote

URL: https://flagtheory.com/

Job Responsibilities

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

Requirements / Must Have

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

Nice to Have

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)

Benefits
Work from anywhere, on a flexible schedule, part of a fully remote team
Compensation based on experience 
Paid vacation days

To apply: https://weworkremotely.com/remote-jobs/flag-theory-client-onboarding-customer-success-representative-for-corporate-services-2