Concierge, Customer Success Team
Coinbase
Concierge, Customer Success Team
Job Description
Responsibilities
- Serve as the primary touchpoint and relationship owner for selected high value Consumer customers
- Provide a best in class experience for our customers through effective stakeholder management, task management, decisive prioritization, and efficient execution
- Handle requests through to resolution, including collaborating across teams of subject matter specialists
- Model an investigative mentality to help address critical customer issues at the root cause
- Represent and advocate for the customer across organizations to drive impactful changes
- Champion clear communication with internal and external partners to align on solutions and drive results
- Onboarding the customer to Coinbase and after understanding their goals, helping them understand how to set up, secure, fund and begin using their account
- Proactively monitoring their customers’ accounts for any potential issues and when one is identified, either resolving it on their behalf or helping them do so
- Introducing customers to newly released features or products that they may be interested in
- Educating customers about benefits (i.e. staking, Coinbase One, etc) that they aren’t currently taking advantage of, but could be
- Proactively identify customer needs before they become an issue to simplify the customer experience, reduce friction, and strengthen trust in Coinbase
- Responsible for providing support for Coinbase customers across multiple channels (phone, messaging & email) by investigating, troubleshooting and resolving customers' trading related issues
Required Qualifications
- FINRA License series 7 & 63 (will not initially be sponsoring licenses)
- Motivated by Coinbase’s mission, creating a seamless experience for our trading customers and driving product adoption
- Minimum of 2+ year of relevant experience in a financial services customer service or support role in a fast paced environment
- Advanced knowledge of the financial services industry and securities trading
- Flexible and adaptable to meet the evolving needs of a high-growth and fast paced organization
- Fantastic communication and relationship management skills, passion for assisting customers to use Coinbase products successfully, and an eagerness to create a community of high value Coinbase power users
Preferred Qualifications
- FINRA License Series 3, 4, 65, or 66
- Knowledge of Cryptocurrency and Coinbase Products
- Understanding of Google apps, JIRA, Salesforce Service Cloud, or Amazon Connect
Required Skills
- FINRA License series 7 & 63
- Advanced knowledge of the financial services industry and securities trading
- Communication and relationship management skills
- Stakeholder management
- Task management
- Decisive prioritization
- Efficient execution
- Investigative mentality
- Clear communication
Benefits
- bonus eligibility
- equity eligibility
- benefits (including medical, dental, vision and 401(k))
Salary Range
$83220.8 - $83220.8 USD
Locations
- Office - Charlotte NC, United States
Salary
83,220.8 - 83,220.8 USD / yearly
Skills Required
- FINRA License series 7 & 63intermediate
- Advanced knowledge of the financial services industry and securities tradingintermediate
- Communication and relationship management skillsintermediate
- Stakeholder managementintermediate
- Task managementintermediate
- Decisive prioritizationintermediate
- Efficient executionintermediate
- Investigative mentalityintermediate
- Clear communicationintermediate
Required Qualifications
- FINRA License series 7 & 63 (will not initially be sponsoring licenses) (experience)
- Motivated by Coinbase’s mission, creating a seamless experience for our trading customers and driving product adoption (experience)
- Minimum of 2+ year of relevant experience in a financial services customer service or support role in a fast paced environment (experience)
- Advanced knowledge of the financial services industry and securities trading (experience)
- Flexible and adaptable to meet the evolving needs of a high-growth and fast paced organization (experience)
- Fantastic communication and relationship management skills, passion for assisting customers to use Coinbase products successfully, and an eagerness to create a community of high value Coinbase power users (experience)
Preferred Qualifications
- FINRA License Series 3, 4, 65, or 66 (experience)
- Knowledge of Cryptocurrency and Coinbase Products (experience)
- Understanding of Google apps, JIRA, Salesforce Service Cloud, or Amazon Connect (experience)
Responsibilities
- Serve as the primary touchpoint and relationship owner for selected high value Consumer customers
- Provide a best in class experience for our customers through effective stakeholder management, task management, decisive prioritization, and efficient execution
- Handle requests through to resolution, including collaborating across teams of subject matter specialists
- Model an investigative mentality to help address critical customer issues at the root cause
- Represent and advocate for the customer across organizations to drive impactful changes
- Champion clear communication with internal and external partners to align on solutions and drive results
- Onboarding the customer to Coinbase and after understanding their goals, helping them understand how to set up, secure, fund and begin using their account
- Proactively monitoring their customers’ accounts for any potential issues and when one is identified, either resolving it on their behalf or helping them do so
- Introducing customers to newly released features or products that they may be interested in
- Educating customers about benefits (i.e. staking, Coinbase One, etc) that they aren’t currently taking advantage of, but could be
- Proactively identify customer needs before they become an issue to simplify the customer experience, reduce friction, and strengthen trust in Coinbase
- Responsible for providing support for Coinbase customers across multiple channels (phone, messaging & email) by investigating, troubleshooting and resolving customers' trading related issues
Benefits
- general: bonus eligibility
- general: equity eligibility
- general: benefits (including medical, dental, vision and 401(k))
Tags & Categories
Concierge, Customer Success Team
Coinbase
Concierge, Customer Success Team
Job Description
Responsibilities
- Serve as the primary touchpoint and relationship owner for selected high value Consumer customers
- Provide a best in class experience for our customers through effective stakeholder management, task management, decisive prioritization, and efficient execution
- Handle requests through to resolution, including collaborating across teams of subject matter specialists
- Model an investigative mentality to help address critical customer issues at the root cause
- Represent and advocate for the customer across organizations to drive impactful changes
- Champion clear communication with internal and external partners to align on solutions and drive results
- Onboarding the customer to Coinbase and after understanding their goals, helping them understand how to set up, secure, fund and begin using their account
- Proactively monitoring their customers’ accounts for any potential issues and when one is identified, either resolving it on their behalf or helping them do so
- Introducing customers to newly released features or products that they may be interested in
- Educating customers about benefits (i.e. staking, Coinbase One, etc) that they aren’t currently taking advantage of, but could be
- Proactively identify customer needs before they become an issue to simplify the customer experience, reduce friction, and strengthen trust in Coinbase
- Responsible for providing support for Coinbase customers across multiple channels (phone, messaging & email) by investigating, troubleshooting and resolving customers' trading related issues
Required Qualifications
- FINRA License series 7 & 63 (will not initially be sponsoring licenses)
- Motivated by Coinbase’s mission, creating a seamless experience for our trading customers and driving product adoption
- Minimum of 2+ year of relevant experience in a financial services customer service or support role in a fast paced environment
- Advanced knowledge of the financial services industry and securities trading
- Flexible and adaptable to meet the evolving needs of a high-growth and fast paced organization
- Fantastic communication and relationship management skills, passion for assisting customers to use Coinbase products successfully, and an eagerness to create a community of high value Coinbase power users
Preferred Qualifications
- FINRA License Series 3, 4, 65, or 66
- Knowledge of Cryptocurrency and Coinbase Products
- Understanding of Google apps, JIRA, Salesforce Service Cloud, or Amazon Connect
Required Skills
- FINRA License series 7 & 63
- Advanced knowledge of the financial services industry and securities trading
- Communication and relationship management skills
- Stakeholder management
- Task management
- Decisive prioritization
- Efficient execution
- Investigative mentality
- Clear communication
Benefits
- bonus eligibility
- equity eligibility
- benefits (including medical, dental, vision and 401(k))
Salary Range
$83220.8 - $83220.8 USD
Locations
- Office - Charlotte NC, United States
Salary
83,220.8 - 83,220.8 USD / yearly
Skills Required
- FINRA License series 7 & 63intermediate
- Advanced knowledge of the financial services industry and securities tradingintermediate
- Communication and relationship management skillsintermediate
- Stakeholder managementintermediate
- Task managementintermediate
- Decisive prioritizationintermediate
- Efficient executionintermediate
- Investigative mentalityintermediate
- Clear communicationintermediate
Required Qualifications
- FINRA License series 7 & 63 (will not initially be sponsoring licenses) (experience)
- Motivated by Coinbase’s mission, creating a seamless experience for our trading customers and driving product adoption (experience)
- Minimum of 2+ year of relevant experience in a financial services customer service or support role in a fast paced environment (experience)
- Advanced knowledge of the financial services industry and securities trading (experience)
- Flexible and adaptable to meet the evolving needs of a high-growth and fast paced organization (experience)
- Fantastic communication and relationship management skills, passion for assisting customers to use Coinbase products successfully, and an eagerness to create a community of high value Coinbase power users (experience)
Preferred Qualifications
- FINRA License Series 3, 4, 65, or 66 (experience)
- Knowledge of Cryptocurrency and Coinbase Products (experience)
- Understanding of Google apps, JIRA, Salesforce Service Cloud, or Amazon Connect (experience)
Responsibilities
- Serve as the primary touchpoint and relationship owner for selected high value Consumer customers
- Provide a best in class experience for our customers through effective stakeholder management, task management, decisive prioritization, and efficient execution
- Handle requests through to resolution, including collaborating across teams of subject matter specialists
- Model an investigative mentality to help address critical customer issues at the root cause
- Represent and advocate for the customer across organizations to drive impactful changes
- Champion clear communication with internal and external partners to align on solutions and drive results
- Onboarding the customer to Coinbase and after understanding their goals, helping them understand how to set up, secure, fund and begin using their account
- Proactively monitoring their customers’ accounts for any potential issues and when one is identified, either resolving it on their behalf or helping them do so
- Introducing customers to newly released features or products that they may be interested in
- Educating customers about benefits (i.e. staking, Coinbase One, etc) that they aren’t currently taking advantage of, but could be
- Proactively identify customer needs before they become an issue to simplify the customer experience, reduce friction, and strengthen trust in Coinbase
- Responsible for providing support for Coinbase customers across multiple channels (phone, messaging & email) by investigating, troubleshooting and resolving customers' trading related issues
Benefits
- general: bonus eligibility
- general: equity eligibility
- general: benefits (including medical, dental, vision and 401(k))
Tags & Categories