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. TasksBuild 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. RequirementsProven 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. BenefitsFully 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).
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