Customer Success Manager

Job Summary

A company is looking for a Customer Success Manager to oversee client operations and ensure smooth execution of services.

Key Responsibilities

• Act as the primary contact for clients, managing operational requests and inquiries
• Manage client operations including investor management, tokenized transactions, and compliance processes
• Empower clients to effectively use the platform through education and tailored guidance

Required Qualifications

• 5 years of experience in Customer Success, Client Operations, or Account Management, preferably in fintech or financial services
• Exposure to contracts, compliance processes, or financial/legal documentation is a strong plus
• Experience with CRM and workflow management tools (Salesforce, Zendesk, Notion, or similar) preferred
• Enthusiasm for blockchain technology and the modernization of capital markets
• Ability to work cross-functionally to resolve issues and deliver timely client support