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Trade Flow & Customer Success Associate

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OtherCustomer Success Associate
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Quick Summary

Key Responsibilities

Customer Success Serve as the primary day-to-day point of contact for assigned specialty green coffee customers. Onboard new accounts and maintain accurate, up-to-date customer records in the CRM.

Requirements Summary

1–3 years of experience in a customer-facing, operations, administrative, or coordination role — relevant internship experience will also be considered.

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OtherCustomer Success Associate

Connecting clients to markets – and talent to opportunity.With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.

 

Responsibilities

~1 min read

 

  • Serve as the primary day-to-day point of contact for assigned specialty green coffee customers.
  • Onboard new accounts and maintain accurate, up-to-date customer records in the CRM.
  • Coordinate coffee sample requests end to end — dispatch, tracking, and follow-up on approvals.
  • Proactively communicate order status, contract milestones, delivery timelines, and relevant market updates to customers.
  • Respond to customer inquiries promptly, resolve issues, and escalate complex matters to the appropriate sales executive or trader.
  • Support customer retention and, in partnership with the sales team, identify opportunities to grow existing accounts.
  • Gather customer feedback and share insights with sales and trading to improve service and offerings.
  • Support traders and sales executives with trade execution, contract administration, and day-to-day desk operations.
  • Draft, issue, and track purchase and sales contracts, verifying that terms, quantities, prices, and differentials are accurate.
  • Maintain position records, reconcile them against executed trades, and support weekly position reporting.
  • Coordinate logistics with operations — shipment bookings, shipping documents, inventory, and warehouse tracking.
  • Liaise with operations, finance, and settlements on invoicing, payments, and trade documentation.
  • Monitor contract execution milestones such as shipment, first-notice/quality steps, grading, and arrival.
  • Assist with futures and hedging administration and reconciliation under the supervision of the trading team.
  • Maintain data integrity across trading, CRM, and reporting systems.
  • Partner across sales, trading, operations, and finance to keep information flowing and deadlines met.
  • Help build and document repeatable processes as the desk scales and the role prepares to split into two functions.
  • Prepare reports, trackers, and dashboards to support the team and leadership.

Requirements

~1 min read
  • Bachelor’s degree in business, supply chain, agribusiness, economics, finance, or a related field — or equivalent practical experience.
  • 1–3 years of experience in a customer-facing, operations, administrative, or coordination role — relevant internship experience will also be considered.
  • Strong organizational skills and a high level of attention to detail, with the ability to manage multiple deadlines simultaneously.
  • Proficiency in Microsoft Excel and the broader Microsoft Office suite, and the ability to quickly learn CRM and trade/ERP systems.
  • Excellent written and verbal communication skills and a genuine customer-service orientation.
  • Ability to work onsite at the Alpharetta, GA office and legal authorization to work in the United States.
  • Prior experience in coffee, green coffee, or a related soft-commodities, commodity-trading, import, or logistics environment (preferred, not required).
  • Direct experience with green coffee contracts, ICE Coffee “C” futures, or physical commodity trade operations.
  • Familiarity with trade documentation — contracts, bills of lading, phytosanitary and origin certificates, and warehouse receipts.
  • Experience with CRM platforms (e.g., Salesforce or Microsoft Dynamics) and trade/position-management systems.
  • Working knowledge of the specialty coffee supply chain, coffee origins, grading, and quality evaluation.
  • Additional language skills (e.g., Spanish or Portuguese) are a plus given origin and supplier relationships.
  • 4 days per week onsite, 1 day per week remote
  • Detail-oriented and process-driven — accurate with numbers, documents, and records.
  • Relationship-focused — builds trust with customers and internal partners alike.
  • Analytical and numerate — comfortable working with pricing, positions, and reporting data.
  • Adaptable — thrives in a fast-paced, deadline-driven trading environment.
  • Proactive and accountable — takes ownership and follows through without being prompted.
  • Problem solver — proactively identifies issues and develops practical solutions.
  • Team-oriented — collaborates well across sales, trading, and operations.

 

 

Location & Eligibility

Where is the job
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Location terms not specified

Listing Details

Posted
September 27, 2024
First seen
September 27, 2026
Last seen
September 27, 2026

Posting Health

Days active
0
Repost count
0
Trust Level
11%
Scored at
September 27, 2026

Signal breakdown

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careers-stonexTrade Flow & Customer Success Associate