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crm fintech salesforce crypto trading📋 Description
- Own and manage a portfolio of high-net-worth VIP clients.
- Primary contact for onboarding, support, product adoption and growth.
- Deliver concierge-style experiences via direct messaging and Telegram.
- Upsell across VIP products: Trading, OTC, Earn, Lending, referrals.
- Collaborate with sales, product and operations for seamless experiences.
- Track engagement and revenue in the CRM against targets.
🎯 Requirements
- Proven relationship or sales experience in financial services, fintech or crypto.
- Upsell/cross-sell success with high-value financial/tech clients.
- Strong commercial mindset to influence client behavior and revenue.
- High EQ and strong communication with senior clients.
- Experience with CRM (Salesforce or similar) for pipelines and engagement.
- Interest in digital assets and crypto markets.
🎁 Benefits
- Competitive full-time salary plus meaningful equity.
- Role based in Dallas with in-office presence four days per week.
- Opportunity to grow at a rapidly expanding global tech company.
- Performance-based bonuses.
- Apple equipment provided by the company.
- Work from Anywhere Policy: remote up to 20 days/year.
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