About the company
Xalts is a global financial technology and infrastructure company. Xalts is building digital Treasury, Trade & Supply Chain Finance infrastructure to enable seamless flow of data and value between businesses and financial institutions. Our vision is to drive digitisation in this space to simplify and speed up exchange of data and value. This enables better risk attribution, lower the inefficiencies in the current processes and unlock capital availability. Our modular infrastructure is designed in a way that parties with different levels of operational complexity can use it easily and implement end-to-end digitisation for their leg of a financial asset transaction. We are backed by Accel and Citi and have strategic GTM partnerships with global technology providers, institutional consulting firms and blockchains.
Job Summary
Responsibilities
📍Pre-sales stage: Supporting sales team in customer journey 📍Support prospect clients’ access to sandbox environments for client training and testing. 📍Provide training and cover all adoption levers with customers, coaching each customer on how to leverage Xalts’ suite of products best. 📍Pre-sales stage: Operational Onboarding 📍Handle the onboarding process for new customers 📍Manage the due diligence process from our clients with internal and external stakeholders with the relevant processes, responses and documentation to enable onboarding. This includes business, tech and information security due diligence processes. 📍Manage the due diligence process from our end for client onboarding, including but not limited to KYC, AML checks etc 📍Represent customer questions and feedback during this phase to our internal partners 📍Leverage existing processes to create a consistent customer journey, iterate on processes with leadership guidance as you learn from each customer experience helping the entire team mature.
Post-sales stage: Relationship Management
đź“ŤServe as the primary point of contact for the users (operations teams) in customer organizations for a select book of customers at Xalts, build solid relationships, and understand their business issues in day-to-day operations. đź“ŤConduct regular check-ins with customer stakeholders to address questions or issues and understand their strategic objectives. đź“ŤAct as the voice of the customer to our internal stakeholders, including flagging and managing risks, advocating for their needs, and ensuring alignment on objectives.
