Related skills
hubspot fintech saas onboarding cryptoπ Description
- Owning the post-sales journey: onboarding, adoption, renewal and upsell
- Establish and maintain relationships with stakeholders; report key health metrics
- Guide customers as they roll out Travel Rule Compliance
- Drive upsells by identifying upgrade opportunities
- Monitor customer health metrics: usage, engagement, risk signals
- Participate in on-call duties outside office hours
π― Requirements
- 3-5 years in Customer Success or Account Management in Crypto/FinTech/RegTech SaaS
- Experience managing full lifecycle: onboarding, adoption, retention, upsell
- Experience handling SMB to Enterprise accounts
- Experience shaping CS processes and resources
- Exposure to compliance-driven or regulated environments
- High emotional intelligence; autonomous and proactive
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