BTSE Group
Finance / FinServ
CustomerSuccessAccountManager
“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
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