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iTrustCapital is a digital asset investment platform founded in 2018 that enables clients to buy and sell cryptocurrencies in real-time, 24/7, through their retirement accounts. The company is one of the largest crypto IRA platforms globally and operates with a mission to provide best-in-class technology and experience for clients investing in cryptocurrencies using tax-advantaged retirement accounts.
As a Relationship Manager, you will be responsible for building and sustaining client relationships throughout their entire lifecycle with the platform. Key responsibilities include overseeing the client onboarding cycle—planning, setup, execution, and management of assigned projects—and ensuring smooth transitions from acquisition through ongoing engagement. You will conduct customer feedback surveys to gather insights, identify and communicate customer needs to management, and assist with ad hoc projects and requests as directed. Your role directly contributes to critical business outcomes including client retention, client satisfaction, achievement of operating and margin targets, and fostering a culture of performance and continuous improvement. You will be expected to achieve individual business targets while contributing to overall team performance.
The company emphasizes a closely-knit, collaborative culture where employees feel part of a fintech family. The team is small and growing rapidly, meaning new hires have direct impact on company direction and success. The environment is described as open, flat, collaborative, and work-hard-play-hard. iTrustCapital offers competitive compensation, medical, dental, and vision benefits, and flexible work schedules.
REQUIREMENTS:
- High school diploma or equivalent
- Knowledge of MS Office (Excel required)
- Excellent verbal and written communication skills
- Attention to detail and critical thinking with exceptional problem-solving abilities
- Ability to deliver excellent customer service with a can-do attitude
- High standards for integrity, honesty, professionalism, and work ethics
- Must be authorized to work in the U.S.
PREFERRED SKILLS:
- Customer service experience
- Knowledge of IRAs
- Cryptocurrency knowledge
- Finance industry experience
- Sales experience
