BTSE Group
Finance / FinServ
CustomerSuccessAccountManager
Neural analysis suggests this role is
optimal for Mid candidates.
“Customer Success Account Manager at BTSE Group. Skills: Customer Success, Account Management, Client Relationship Management, B2B Customer Management. Manage a portfolio of B2B customers. Serve as the primary point of contact across your book of business”
What You'll Achieve.
driving adoption; retention; expansion; ensure alignment between client goals and our offering; maintain account health
Industry & Context.
What They're Looking For.
Must Have
Minimum 4 years of professional experience in sales, account management, or customer-facing roles, 1–2 years specifically in Customer Success or Account Management, commercial acumen and experience managing revenue-bearing accounts, Excellent communication and stakeholder management skills (executive and technical), Highly organized, resourceful, and able to operate independently, Comfortable in a fast-paced, technical environment
Nice to Have
Experience in the crypto or financial services industry, Proficiency in Mandarin, Familiarity with CRM and Customer Success tools like Salesforce, HubSpot, Gainsight, or Totango
What You'll Do.
Manage a portfolio of B2B customers
Serve as the primary point of contact across your book of business
Run strategic reviews and account planning
Provide performance insights
and tailored recommendations
Proactively mitigate risk
Monitor customer engagement signals and act early to maintain account health
Identify upsell and cross-sell opportunities
Partner cross-functionally with Product
and Sales to align on customer priorities
Track and measure progress
Maintain clean records of customer objectives
and expansion opportunities
How You'll Work.
Team & Collaboration
Partner cross-functionally with Product, Customer Support, Marketing, and Sales to align on customer priorities
Communication Scope
Excellent communication and stakeholder management skills (executive and technical)
Process & Methodology
account planning
Full Job Description
## Description About BTSE: 彼特思方舟 is a specialized service provider dedicated to delivering a full spectrum of front-office and back-office support solutions, each of which are tailored to the unique needs of global financial technology firms. 彼特思方舟 is engaged by BTSE Group to offer several key positions, enabling the delivery of cutting-edge technology and tailored solutions that meet the evolving demands of the fintech industry in a competitive global market. BTSE Group is a leading global fintech and blockchain company that is committed to building innovative technology and infrastructure. BTSE empowers businesses and corporate clients with the advanced tools they need to excel in a rapidly evolving and competitive market. BTSE has pioneered numerous trading technologies that have been widely adopted across the industry, setting new benchmarks for innovation, performance, and security in fintech. BTSE’s diverse business lines serve both retail (B2C) customers and institutional (B2B) clients, enabling them to launch, operate, and scale fintech businesses. BTSE is seeking ambitious, motivated professionals to join our B2C and B2B teams. About the Opportunity: We’re looking for a Customer Success Account Manager (CSAM) to manage and grow post-implementation client relationships. This is a strategic, commercial role focused on driving adoption, retention, and expansion. You’ll be the customer’s primary contact, acting as a trusted advisor and ensuring alignment between client goals and our offering. You don’t need to know everything about our product on day one—but you do need to be technically driven, curious, and eager to learn fast. ## Responsibilities Manage a portfolio of B2B customers: Serve as the primary point of contact across your book of business. Run strategic reviews and account planning: Provide performance insights, roadmap alignment, and tailored recommendations. Proactively mitigate risk: Monitor customer engagement signals and act early to m
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