DeFi Customer Success

Our client is a specialized group that educates high-net-worth individuals on entering and navigating Decentralized Finance (DeFi), also known as the primary crypto markets. Their system helps members securely access opportunities to invest in crypto assets at earlier, lower-cost stages, with many achieving substantial returns. With a focus on long-term value rather than speculation, they emphasize the potential of DeFi as a transformative financial infrastructure. The team includes experts from law, academia, engineering, and traditional finance, leveraging their collective experience to guide investors in the evolving web3 landscape.

This role involves guiding clients through DeFi, building portfolios, and ensuring progress via one-on-one calls. Your responsibilities include trend analysis, identifying service opportunities, and contributing to group discussions. The ideal candidate is a DeFi native with deep crypto knowledge, strong analysis skills, and the ability to simplify complex topics, and is passionate about DeFi and client success.

Key Responsibilities

• Conduct one-on-one video calls to guide clients through DeFi, build custom portfolios, and ensure progress.
• Demonstrate deep familiarity with DeFi concepts like bridging, perpetual contracts, and burner wallets.
• Provide hands-on support, troubleshooting issues, and ensuring a seamless client experience.
• Analyze client goals and risk tolerance to develop tailored investment strategies.
• Stay updated on DeFi trends, protocols, and market shifts to offer informed guidance.
• Identify opportunities to upsell additional services to qualified clients, earning commission alongside base compensation.
• Maintain strong client relationships, ensuring high engagement and satisfaction.
• Participate in 1-2 group calls per month as a presenter or analyst, sharing insights and discussing DeFi developments.
• Collaborate with the team to enhance service offerings and improve client success strategies.
• Help scale operations by contributing to process improvements in client onboarding and portfolio management.

• Genuine passion for decentralized markets and web3 technology is a must.
• Deep crypto and DeFi expertise.
• Strong client management and relationship-building skills.
• Excellent English verbal and written communication skills.
• Demonstrated track record of meeting or exceeding targets in client-facing roles.
• Tech-savvy and a fast learner, with the ability to quickly adapt to new tools/platforms.
• Experience in high-ticket B2C or low-ticket B2B sales is preferred.

Competencies

• Strong presentation skills and proficiency in using PowerPoint.
• Strong communication and persuasion skills.
• Excellent time management and organizational skills.
• Self-motivated, goal-oriented, and capable of thriving in a fast-paced environment.
• Active Listener.

Work Arrangements

• Full-time
• Fully-Remote
• Flexible working hours - must adhere to the EST time zone 2 hours in the day or afternoon.
• Commission-based (Uncapped)

All your information will be kept confidential according to EEO guidelines.