The assistant will support the management team with daily operations, project coordination, and administrative tasks including bookkeeping and travel planning. Additionally, they will oversee customer onboarding processes and manage event organization and internal communications.
The setter is responsible for conducting initial telephone consultations to qualify leads interested in trading and crypto education. They will manage the CRM, document lead information, and schedule qualified appointments for strategy consultants.
Conduct personal online onboarding sessions for new customers via video calls to explain the learning platform and services. Document all onboarding activities reliably in company systems while providing professional and structured support.