Customer Success Specialist

About XY Finance

Incepted in 2021, XY Finance stands at the vanguard of birthing an omnichain universe for the next billion users. We have been empowering users and developers to engage seamlessly across diverse chains, erasing the constraints inherent within single blockchain silos.

We are funded by leading investors in the industry including: Circle, Animoca Brands, IVC, gumi Cryptos Capital, Lemniscap, and Mechanism Capital.

We reimagine the future where all chains turn into a single and simple web fostering a secure, efficient, and fluid transactional environment.

Responsibility

• Serve as the primary point of contact for a portfolio of customers, building strong relationships and ensuring their ongoing success and satisfaction
• Develop a deep understanding of each customer’s goals, challenges, and needs, and proactively identify opportunities to drive value and growth from both technical & business perspectives
• Collaborate with solution engineering to build creative solutions to solve our customer’s problems
• Collaborate closely with the wider BD team to onboard new customers, drive adoption of our products or services, and expand customer accounts.
• Conduct regular check-ins with customers to assess satisfaction, gather feedback, and address any issues or concerns in a timely manner.
• Work closely with internal teams such as product, finance, customer success, support, engineering and marketing as needed to support our customers’s needs
• Utilize CRM on a daily basis to ensure meetings, opportunities, notes, and pipeline are consistently up-to-date

• Minimum Bachelor’s degree in business, finance, or related fields.
• Strong understanding of financial markets and investment instruments.
• Prior experience with web3 and/or cryptocurrency projects.
• Excellent communication skills, both written and verbal in English.
• Being up to date with trends in blockchain technology & its applications
• Advanced in English is a must, fluency in Mandarin or other languages is a plus.
• Be open to feedback and willing to provide feedback to colleagues and leadership
• Ability to multitask and prioritize effectively working in a fast paced environment
• Proficient using CRM software (Salesforce) and collaboration tools like Slack, Discord, Telegram
• Proficient in using Google Workspace (Google Sheet, Slides, Doc etc).