Circle Offices

Qualify inbound partner and prospect leads, conduct discovery conversations, assess business fit, route opportunities to appropriate business development or sales teams, and manage handoffs. Maintain CRM data hygiene, prioritize follow-up, resolve cases promptly, and use workflow tools to improve response times and prospect engagement. The role requires learning and communicating fintech, payments, blockchain, and digital asset concepts while collaborating with cross-functional teams.

Manages inbound partner and customer leads, responds within service-level agreements, conducts initial outreach, gathers qualification information, maintains accurate CRM records, routes leads to business development or sales teammates, and supports pipeline data hygiene. The role also uses CRM and AI-enabled tools for follow-up and prioritization and assists with qualified partner onboarding and activation.

Owns end-to-end accounting for revenue, partnerships, customer incentives, and complex arrangements. Responsibilities include month-end and quarter-end close, reconciliations, journal entries, ASC 606 and U.S. GAAP analysis, accounting memos, internal controls, audit readiness, credit loss provisions, and cross-functional process design. The role also identifies AI and automation opportunities using tools such as ChatGPT and Gemini to improve efficiency, quality, and governance.