Customer Success Manager
Core
Strategic advisor to institutional clients in the digital asset space, ensuring adoption and success of BitGo's custody, trading, and financing products.
Role type
Senior Customer Success Manager (Institutional)
Builds
Institutional client success strategies, platform adoption, and long-term retention within the digital asset infrastructure sector.
Domain
Digital Assets / Cryptocurrency / Financial Services
Deliverable
client delivery
Required skills
Account management, strategic planning, data analysis, stakeholder management, project management, risk mitigation, upsell/cross-sell execution, onboarding management.
Preferred skills
Cryptocurrency ecosystem familiarity, trading experience, digital asset custody knowledge.
Responsibilities
Serve as a dedicated advisor to institutional clients; Build and maintain strong relationships with key stakeholders; Partner with clients to develop tailored success strategies; Conduct regular check-ins to review customer progress; Utilize customer usage data to provide meaningful recommendations; Lead strategic business reviews with executive and technical stakeholders; Collaborate with Sales for growth opportunities; Work with Solutions Engineering for seamless onboarding; Act as a bridge between customers and internal teams; Proactively manage potential risks by monitoring customer health metrics.
Seniority
Mid-Senior level (2+ years experience)