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crm customer success salesforce ai google workspace📋 Description
- Own and deepen relationships with Coinbase's high-value customers.
- Lead resolution of complex issues with cross-functional partners.
- Serve as top escalation point for specialized issues and recovery.
- Drive onboarding and product adoption with tailored education.
- Mentor junior Concierge agents on relationship management.
🎯 Requirements
- 4+ years in customer success or high-touch roles in finance/fintech/crypto.
- Proven ability managing a portfolio of high-value clients.
- FINRA Series 7 licenses or CMS 6A, or willingness to obtain in 12 months.
- Cross-functional coordination with Product, Engineering, and Compliance.
- CRM and support tools (Salesforce, Zendesk) and Google Suite.
- Generative AI with human oversight to improve workflow efficiency.
🎁 Benefits
- Remote-first company with quarterly in-person surges.
- Mentorship and upskilling opportunities.
- Comprehensive health benefits (medical, dental, vision).
- Disability accommodations available.
- Access to AI tools with human oversight.
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