Crystal Intelligence

Customer Success Specialist (Fintech)

In short

This Customer Success Specialist role manages fintech/blockchain client relationships from onboarding through renewal and expansion, including business reviews, training, and churn risk monitoring. The company is a product fintech/compliance technology business serving European markets. It requires 3+ years of client-facing Customer Success or Account Management experience in fintech, SaaS, or compliance technology, plus understanding of blockchain, cryptocurrency, and AML/KYC compliance. The role is remote, full-time, and restricted to candidates in the United Kingdom.

About the Role
You will manage customer relationships from onboarding through renewal and expansion. You will conduct business reviews, deliver tailored training and product walkthroughs, monitor engagement and churn risk, identify growth opportunities, and maintain account records in HubSpot. You will also help clients understand blockchain analytics, compliance workflows, and platform best practices.
Requirements
•English language proficiency
•3+ years of experience in Customer Success, Account Management, or a client-facing role within fintech, SaaS, or compliance technology
•Understanding of blockchain fundamentals, cryptocurrency markets, or financial crime compliance including AML/KYC
•Communication and presentation skills
•Portfolio management
•Remote-first work experience
Responsibilities
•Own customer relationships from onboarding through renewal and expansion
•Conduct business reviews and check-ins to monitor client health, usage, and satisfaction
•Represent customer feedback internally and collaborate to resolve issues
•Deliver tailored client training sessions and product walkthroughs
•Identify upsell and cross-sell opportunities and collaborate with Sales Executives
•Monitor client engagement metrics and address churn risk
•Help clients understand blockchain analytics, compliance workflows, and platform best practices
•Support clients in European markets
•Maintain client interaction records, health scores, and account plans in HubSpot

Stop applying.
Get referred.

$10 in free credits

In just 60 seconds, fully on autopilot — Eraldt's AI agents read your CV, map the roles you fit, find live vacancies and the people who can refer you, write personal emails, and get you referred.

This isn't an application: your CV doesn't go to the company, and we don't promise a referral for this exact role.

Discover who else lands interviews on autopilot