Transactional Research Solution Consultant at Remitly

Mountain Home, Arkansas, United States

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Not SpecifiedCompensation

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

Full TimeJob Type

UnknownVisa

Financial Services, SecuritiesIndustries

Requirements

Bachelor’s Degree required. MLS, JD, or other advanced degree preferred
Strong industry knowledge of Securities disclosure and regulation is highly favored
Ability to perform simple and complex research assignments
Excellent verbal skills relevant to all levels of professionals, with emphasis on the ability to identify needs and connect those to solutions
Familiarity with CRM tools, including Salesforce, Tableau, PowerAutomate, and other relevant tools
Ability to speak/teach in front of groups (of varying sizes) in a live or video setting
Comfortable with and able to learn new technologies

Responsibilities

Cultivate and maintain excellent client-facing relationships with Intelligize subscribers
Conduct general and targeted product review and perform specified research training (both in-person and virtual) for a curated subscriber account list of 200+
Provide comprehensive customer service to existing users, including light technical troubleshooting, product access resolution, event and incident tracking, and client-facing data reporting
Identify potential new users, new practice area opportunities, and other elements of enhanced product adoption
Partner with sister products on the LexisNexis side, including collaboration for multi-product initiatives
Work closely with development teams to provide customer-centric levels of feedback regarding the design and implementation of product enhancements
Partner with the Sales Organization on retention strategies and best practices for the overall Customer Experience
Adopt workflow management tools including but not limited to: Bookings, CoPilot, PowerAutomate, Salesforce, and proprietary workflow solutions. Track all activity via CRM tools
Cultivate and maintain exemplary working relationships with the user base and support Intelligize NPS and retention goals

Skills

Key technologies and capabilities for this role

SalesforceTableauPowerAutomateCRMSecurities ResearchClient Relationship ManagementProduct TrainingPresentation SkillsCustomer Service

Questions & Answers

Common questions about this position

Is this position remote?

The position is primarily remote, with potential for occasional travel.

What is the salary for this role?

This information is not specified in the job description.

What skills are required for this position?

Required skills include strong industry knowledge of securities disclosure and regulation, ability to perform research assignments, excellent verbal communication skills, familiarity with CRM tools like Salesforce, Tableau, and PowerAutomate, and presentation skills for groups.

What is the team structure like?

The role is part of the Intelligize Sales Operations Team and involves cross-functional collaboration with sister products on the LexisNexis side, sales organization, and development teams.

What education is required for this role?

A Bachelor’s Degree is required, with MLS, JD, or other advanced degree preferred.

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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