BTSE
Finance / FinServ
CustomerSuccessOperationsManager
Neural analysis suggests this role is
optimal for Mid candidates.
“Customer Success Operations Manager at BTSE. Skills: Business Operations, CS Ops, Revenue Operations, data visualization, BI tools, CRM systems, cross-functional processes, strategic mindset, stakeholder management. Drive operational strategy: Design and implement processes that improve the efficiency and scale of the Customer Success team. Own data hygiene and architecture: Oversee the CRM and internal tools, ensuring data structure supports advanced reporting and accuracy”
What You'll Achieve.
improve the efficiency and scale of the Customer Success team; ensure data structure supports advanced reporting and accuracy; track KPIs; deliver actionable insights to leadership; ensure consistent workflows across the customer lifecycle; Provide leadership with deep-dive performance analysis, forecast modeling, and gap identification; Establish the gold standard for internal documentation and reporting practices
Industry & Context.
translate data into actionable business recommendations; uncover trends; gap identification
What They're Looking For.
Must Have
4-6+ years of experience in Business Operations, CS Ops, Revenue Operations, or a similar data-heavy strategic role, Advanced proficiency in data visualization and BI tools (e. g. , Looker, Tableau) and Excel/Sheets, administrative and architectural familiarity with CRM systems (Salesforce, HubSpot, etc. ), Proven track record of designing and implementing cross-functional processes, Highly strategic mindset with the ability to translate data into actionable business recommendations, Excellent stakeholder management skills and ability to operate independently
Nice to Have
Experience in crypto, fintech, or a B2B SaaS company, Experience with automation tools (e. g. , Zapier, Make), Familiarity with SQL or Python for data querying
What You'll Do.
Drive operational strategy: Design and implement processes that improve the efficiency and scale of the Customer Success team
Own data hygiene and architecture: Oversee the CRM and internal tools
ensuring data structure supports advanced reporting and accuracy
Build and analyze dashboards: Develop complex operational dashboards to track KPIs
and deliver actionable insights to leadership
Cross-functional alignment: Partner with Sales Ops
and Finance to ensure consistent workflows across the customer lifecycle
Deliver strategic reporting: Provide leadership with deep-dive performance analysis
and gap identification
Manage workflow documentation: Establish the gold standard for internal documentation and reporting practices
How You'll Work.
Team & Collaboration
Partner with Sales Ops, Product, and Finance to ensure consistent workflows across the customer lifecycle
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 Manager, API to manage and grow client relationships exclusively for our API-based products. This role is focused on driving adoption, retention, and expansion at scale, serving as the primary point of contact for API clients. You will guide clients through the onboarding process and ensure they successfully integrate and leverage our API offerings. You don't need to write code, but you must be technically driven, understand API functionality, and be comfortable navigating technical discussions with client developers and product managers. ## Responsibilities Drive operational strategy: Design and implement processes that improve the efficiency and scale of the Customer Success team. Own data hygiene and architecture: Oversee the CRM and internal tools, ensuring da
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