Customer Success Specialist

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. …