客户成功专员
Customer Success Specialist
职位概述
我们正在寻找一位积极主动、以客户为中心的客户成功专员加入我们的团队。你将作为一组客户的首要联系人，确保他们从我们的平台上获得最大价值，实现业务目标，并成为长期合作伙伴。
这是一个以关系为先的职位，位于技术、合规和金融的交汇点，适合在快节奏环境中茁壮成长并对区块链生态系统充满热情的人。
职责和要求
- 负责售后客户关系的全流程，从入职到续约和扩展。
- 定期进行业务回顾（QBR）和检查，以监控客户健康状况、使用情况和满意度。
- 作为客户的声音内部协作，与产品、销售和支持团队合作解决问题并推动改进。
- 为客户举办定制化的培训课程和产品演示，适用于不同技术水平的客户。
- 在你的客户组合中识别升级销售和交叉销售的机会，并与销售经理合作将其转化为实际销售。
- 监控客户参与度指标，主动应对流失风险的迹象。
- 协助客户理解区块链分析概念、合规流程和平台最佳实践。
- 支持欧洲市场客户，利用文化及区域知识建立信任关系。
- 在CRM系统（HubSpot）中准确记录客户互动、健康评分和账户计划。
要求
- 英语语言能力是必需的，掌握其他语言是加分项。
- 3年以上客户成功、客户管理或金融科技、SaaS或合规科技领域的客户相关岗位经验。
- 对区块链基础、加密货币市场或金融犯罪合规（AML/KYC）有扎实的理解。
- 优秀的沟通和演讲能力，能够清晰传达复杂的概念。
- 以主动、有条理和数据驱动的方式管理客户组合。
- 适应远程优先、快节奏的工作环境。
加分项
- 在加密货币交易所、金融监管机构或银行工作的经验。
- 了解地区性监管框架。
- 使用过HubSpot CRM的经验。
最初发布于Himalayas
查看英文原文
Position summary
We are looking for a driven and client-focused Customer Success Specialist to join our team. You will be the primary point of contact for a portfolio of clients, ensuring they derive maximum value from our platform, achieve their business goals, and remain long-term partners.
This is a relationship-first role that sits at the intersection of technology, compliance, and finance, ideal for someone who thrives in a fast-moving environment and is passionate about the blockchain ecosystem.
Duties and responsibilities
- Own the end-to-end customer relationship post-sale, from onboarding through renewal and expansion.
- Conduct regular business reviews (QBRs) and check-ins to monitor client health, usage, and satisfaction.
- Serve as the voice of the customer internally, collaborating with Product, Sales, and Support to resolve issues and drive improvements.
- Deliver tailored training sessions and product walkthroughs for clients across varying levels of technical sophistication.
- Identify upsell and cross-sell opportunities within your portfolio and collaborate with Sales Executives to convert them.
- Monitor client engagement metrics and proactively address signs of churn risk.
- Assist clients in understanding blockchain analytics concepts, compliance workflows, and platform best practices.
- Support clients in the European markets, leveraging cultural and regional knowledge to build trusted relationships.
- Maintain accurate records of client interactions, health scores, and account plans in CRM systems (HubSpot).
Requirements
- English language proficiency is essential, fluency in other languages is a strong plus.
- 3+ years of experience in Customer Success, Account Management, or a client-facing role within fintech, SaaS, or compliance technology.
- Solid understanding of blockchain fundamentals, cryptocurrency markets, or financial crime compliance (AML/KYC).
- Excellent communication and presentation skills, with the ability to convey complex technical concepts clearly.
- Proactive, organised, and data-driven approach to managing a portfolio of accounts.
- Comfortable working in a remote-first, fast-paced environment
Nice to have
- Experience working with or for crypto exchanges, financial regulators, or banks.
- Knowledge of regional regulatory frameworks.
- Experience using HubSpot CRM.
Originally posted on Himalayas