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Customer Success Specialist (Remote)

Crystal Intelligence · Lisbon

New Remote
Remote 🇬🇧 English
HubSpot CRM

Job description

About the role

We are looking for a driven, client‑focused Customer Success Specialist to be the primary point of contact for a portfolio of clients. You will help them extract maximum value from our blockchain analytics platform, achieve business goals and stay long‑term partners.

Key responsibilities

  • Own the end‑to‑end customer relationship post‑sale, from onboarding through renewal and expansion.
  • Conduct regular business reviews and check‑ins to monitor client health, usage and satisfaction.
  • Serve as the voice of the customer internally, collaborating with Product, Sales and Support to resolve issues.
  • Deliver tailored training sessions and product walkthroughs for clients of varying technical levels.
  • Identify upsell and cross‑sell opportunities and work with Sales Executives to convert them.
  • Monitor engagement metrics and proactively address churn risk.
  • Assist clients in understanding blockchain analytics, compliance workflows and platform best practices.
  • Maintain accurate records of interactions, health scores and account plans in HubSpot CRM.

Required profile

  • English proficiency; additional languages are a plus.
  • 3+ years experience in Customer Success, Account Management or a client‑facing role within fintech, SaaS or compliance technology.
  • Solid understanding of blockchain fundamentals, cryptocurrency markets or financial‑crime compliance (AML/KYC).
  • Excellent communication and presentation skills, able to convey complex technical concepts clearly.
  • Proactive, organised and data‑driven approach to managing a portfolio of accounts.
  • Comfortable working in a remote‑first, fast‑paced environment.

Questions fréquentes

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Source : ats:teamtailor

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Published 5 hours ago

Expires 1 month from now

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Crystal Intelligence

Lisbon