Client Advisor at Remitly

United Kingdom

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Legal Tech, Legal Services, Professional ServicesIndustries

Requirements

Experience within the Legal Industry
Analytical thinker able to identify key ideas from complex information, think creatively, and research to ensure effective solutions
Self-motivated and results driven to meet monthly, quarterly, and annual targets by prioritizing workload and proactively identifying issues; collaborate across LN to solve complex problems
Ability to communicate clearly and professionally at all levels, using prior experience to persuade and present business cases; simplify complex ideas and work well in teams
Entrepreneurial attitude to take ownership of client success, network across LexisNexis and partners, help shape client communications, and contribute to program strategy
Technical literacy to quickly master relevant systems (InterAction, VMWare, Excel, PowerPoint, Outlook, MS Word) and understand technologies used in marketing, business development, and enterprise software integration

Responsibilities

Leading the Client Engagement motion for upselling existing customers, including prospecting, scoping, negotiating and closing opportunities in conjunction with assigned Account manager
Managing the customer experience and relationship with IA by acting as trusted advisor and relationship owner, maximizing customers return on investment by helping firms fully leverage LN products and services
Sharing successful best practices, case studies, etc. across industries and geographies on improving the value of IA, both to the individual users as well as the firm as a whole
Aiding in developing ROIs, business cases and roadmaps for current usage and future expansion of IA at the firm
Using established programs like the Customer Success Program and tools like the Strategic System Assessment, Value Assessment, System Health Checks and other internal applications to share where clients are on the IA Journey and help identify new opportunities within Professional Services and Training
Travel to client site 50% of the time (self-driven and based on business demands)

Skills

CRM

Business Development

Client Relationship Management

Upselling

Account Management

Negotiation

ROI Analysis

Customer Success

Prospecting

LexisNexis InterAction

Remitly

International money transfer for immigrants

About Remitly

Remitly focuses on international money transfers, helping immigrants send money to their families quickly and securely at lower costs than traditional banks. The company charges transaction fees and earns from the exchange rate margin, offering various transfer options like bank deposits and cash pickups. Remitly enhances user experience through its website and mobile app, allowing real-time tracking of transfers, and engages with immigrant communities by providing helpful resources and educational support. Its goal is to meet the unique needs of immigrants while ensuring fast, affordable, and reliable money transfer services.

Seattle, WashingtonHeadquarters

2011Year Founded

$423.9MTotal Funding

IPOCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Continuing Education or Travel Stipend

Office Culture

Flexible PTO, Schedules and Leaves

DEI Learning Opportunities

Community Engagement

Inclusive Benefits

Risks

Swift's integration into banks' channels poses a competitive threat to Remitly.

AI agents' rise may challenge Remitly's operational model in efficiency and cost-effectiveness.

Schall Law Firm's investigation could impact investor confidence and Remitly's reputation.

Differentiation

Remitly focuses on immigrants, offering competitive rates and fast, secure transactions.

The company leverages technology for a seamless user experience via its app and website.

Remitly engages with immigrant communities through content and educational initiatives.

Upsides

Increased digital wallet adoption in key markets expands Remitly's reach to unbanked individuals.

AI agents in operations could reduce costs and improve Remitly's efficiency.

Visa collaboration enhances Remitly's cross-border fund flow services, boosting customer satisfaction.

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