Customer Success Manager
Core
Strategic advisor to institutional clients in the digital asset space, ensuring adoption and maximizing value of custody, trading, and financing products.
Role type
Senior Customer Success Manager (Institutional)
Builds
Long-term relationships and strategic success plans for high-value institutional clients
Domain
Digital Assets / Cryptocurrency / Financial Services
Deliverable
client delivery
Required skills
Account management, strategic planning, data analysis, stakeholder management, project management, churn mitigation, upsell/cross-sell execution
Preferred skills
Cryptocurrency ecosystem familiarity, trading experience, digital asset custody knowledge
Technologies
BitGo platform, CRM tools, data analytics platforms
Responsibilities
Develop tailored success strategies and KPIs for clients, conduct strategic business reviews with executives, collaborate with Sales for growth opportunities, manage onboarding with Solutions Engineering, monitor customer health metrics to reduce churn, translate customer feedback into product improvements
Seniority
Mid-Senior, hands-on IC