Raison is an international investment platform for HNWI clients focused on public and alternative markets. We are building a premium product that combines investment expertise cutting-edge technology and a personalized approach.
Tasks
- Build and maintain strong positive relationships with existing clients.
- Ensure a high level of service trust and comfort you will be a friendly and reliable point of contact for clients.
- Manage internal systems such as CRM (Pipedrive) Slack and Google Sheets.
- Prepare regular reports for the sales team and leadership.
- Handle post-sale client support and communication.
- Collaborate with the compliance team on client verification and regulatory checks.
- Cooperate with cross-functional teams to resolve client issues and improve internal processes.
Requirements
- Proven experience in customer service sales support or client success roles.
- Strong client-oriented mindset with excellent attention to detail and communication skills.
- Ability to build trust and maintain long-term client relationships.
- Comfortable using CRM systems (like Pipedrive) Google Sheets and Slack.
- Self-organized and able to work efficiently in a remote setting.
- English is a plus but not mandatory.
Benefits
- Fully remote work with a flexible and collaborative culture.
- Transparent structure and a friendly supportive team.
- Opportunities for professional growth.
- A chance to make a real impact on the customer experience.
- Competitive fixed salary (details discussed during the interview process).