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Customer Success Manager

Role overview

Qualifications

  • 2+ years of experience in account management, customer success, or a similar role within technology or financial services.
  • Proven ability to guide customers through complex technological or operational transitions, acting as a trusted consultant.
  • Strong analytical skills to interpret customer data and translate insights into actionable strategies.
  • Experience managing high-value customer portfolios ($1M+ ARR) and successfully driving expansion and renewal opportunities.

Responsibilities

  • Serve as a dedicated advisor to institutional clients, helping them navigate and optimize their use of BitGo’s offerings.
  • Build and maintain strong relationships with key stakeholders to ensure ongoing engagement and satisfaction.
  • Partner with clients to develop tailored success strategies, identifying goals and key performance indicators to track progress and maximize value.
  • Utilize customer usage data to provide meaningful recommendations that drive adoption and ensure customers achieve their desired business outcomes.

Key facts

Hard skills

Other skills

  • Analytical Skills
  • Relationship Management
  • Strategic Planning
  • Communication
  • Problem Solving
  • Collaboration
  • Time Management

About the company

BitGo logo

BitGo

Blockchain, Crypto & Web3

BitGo is the leader in digital asset financial services, providing institutional investors and crypto platforms with liquidity, custody, and security. In 2020, the company reached new milestones with the launch of BitGo Prime, the first and only deeply integrated, full-stack solution with custody, trading and lending. With the launch of BitGo Portfolio and BitGo Tax, the company also manages activities across wallets, exchanges and service providers. In 2018, it launched BitGo Trust Company, the first qualified custodian purpose-built for storing digital assets. BitGo processes over 20% of all global Bitcoin transactions, and supports over 250 coins and tokens. BitGo’s customer base includes the world's largest cryptocurrency exchanges and spans more than 50 countries, including qualified custodial entities in Switzerland and Germany. BitGo is backed by Goldman Sachs, Craft Ventures, Digital Currency Group, DRW, Galaxy Digital Ventures, Redpoint Ventures, and Valor Equity Partners.

Company details

Company typeScaleup
IndustryBlockchain, Crypto & Web3
Company size1 - 1

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Job description

BitGo (NYSE: BTGO) is the digital asset infrastructure company delivering custody, wallets, staking, trading, financing, stablecoins, and settlement services from regulated cold storage. Since 2013, BitGo has focused on accelerating the transition of the financial system to a digital asset economy. BitGo maintains a global presence and multiple regulated entities, including BitGo Bank & Trust, National Association, the first federally chartered digital asset trust bank owned by a publicly traded company. Today, BitGo serves thousands of institutions, including many of the industry's top brands, financial institutions, exchanges, and platforms, and millions of investors worldwide. For more information, visit www.bitgo.com.

Our Customer Success Managers work closely with institutional clients and partners, delivering high-touch service to understand their business needs and ensure they are fully leveraging our suite of BitGo products. As a strategic partner, you will use your industry expertise to help clients maximize their investment, drive adoption, and achieve their goals. You’ll work cross-functionally with Sales, Engineering, Product, and Support teams to enhance the customer experience and ensure long-term success. We are seeking a CSM based in Singapore who will nurture relationships with clients across the APAC region.

Responsibilities:

  • Serve as a dedicated advisor to institutional clients, helping them navigate and optimize their use of BitGo’s offerings.
  • Build and maintain strong relationships with key stakeholders to ensure ongoing engagement and satisfaction.
  • Partner with clients to develop tailored success strategies, identifying goals and key performance indicators to track progress and maximize value.
  • Conduct regular check-ins to review customer progress, align on strategic objectives, and provide insights into relevant platform enhancements.
  • Utilize customer usage data to provide meaningful recommendations that drive adoption and ensure customers achieve their desired business outcomes.
  • Lead strategic business reviews with executive and technical stakeholders, offering guidance on best practices and expansion opportunities.
  • Collaborate closely with the Sales team to identify and execute opportunities for growth, including renewals and upsells.
  • Work with Solutions Engineering to ensure seamless onboarding and activation of new accounts, setting them up for long-term success.
  • Act as a bridge between customers and internal teams, translating feedback into actionable product improvements.
  • Proactively manage potential risks by monitoring customer health metrics, addressing challenges early, and mitigating churn.
  • Offer expert guidance on deployment strategies and best practices across various communication channels, including in-person meetings, video calls, and digital messaging platforms.

Skills & Experience:

  • 2+ years of experience in account management, customer success, or a similar role within technology or financial services.
  • Proven ability to guide customers through complex technological or operational transitions, acting as a trusted consultant.
  • Strong analytical skills to interpret customer data and translate insights into actionable strategies.
  • Experience managing high-value customer portfolios ($1M+ ARR) and successfully driving expansion and renewal opportunities.
  • Ability to create structured success plans and track progress toward key business outcomes.
  • Excellent communication skills, capable of engaging with both executive leadership and technical stakeholders.
  • Strong problem-solving abilities, with a proactive mindset to anticipate challenges and present solutions.
  • Project management expertise, ensuring effective execution of initiatives that drive customer success.
  • Familiarity with the cryptocurrency ecosystem, trading, or digital asset custody is a plus.

Performance Indicators:

  • Renewal and expansion rates, including Gross Dollar Retention (GDR) and Net Dollar Retention (NDR).
  • Growth in customer engagement, platform adoption, and usage.
  • Reduction in churn and contraction through proactive success strategies.
  • Customer satisfaction and advocacy, measured through feedback and NPS scores.

Why Join BitGo?

Disrupting an industry takes vision, innovation, passion, technical chops, drive to deliver, collaboration, and execution. Join a team of great people who strive for excellence and personify our corporate values of ownership, craftsmanship, and open communication. We are looking for new colleagues who bring innovative ways of thinking and problem solving, and who want risks to be part of the team that changes the world’s financial markets.

Here are some of the benefits of working at BitGo:

  • Competitive base salary, bonus and Equity
  • 100% company paid health insurance for employee, partner and dependents
  • Paid parental leave, paid vacation
  • Free custom lunches, dinners and snacks 
  • Computer equipment and workplace furniture to suit your needs
  • Great colleagues and inspiring startup environment
  • Benefits may vary based on location*

Cryptocurrencies are the most disruptive change the financial services industry has seen in years. Join us and you’ll be able to look back and say you were part of the team that transformed investing.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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