Customer Success Manager

November 6

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Securitize

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Finance • Fintech • Security

Securitize is a leading company that specializes in providing platforms and solutions for managing digital securities. The company focuses on helping businesses and individuals create and manage tokenized securities with a significant emphasis on compliance, trust, and transparency. Securitize offers various services including the issuance, administration, and trading of digital securities, all aimed at revolutionizing the market using blockchain technology. Their solutions facilitate the integration of traditional financial sectors with modern technology, ensuring a seamless transition for their clients. Securitize is known for its robust infrastructure that supports digital asset management and makes securities transactions more efficient and accessible.

51 - 200 employees

💸 Finance

💳 Fintech

🔐 Security

📋 Description

• Act as the primary contact for clients, ensuring operational requests and inquiries are handled promptly and professionally. • Build and maintain trusted relationships through clear communication, reliability, and attention to detail. • Provide proactive updates and transparency on task progress, timelines, and outcomes. • Manage client operations including investor management, tokenized transactions, distributions, and compliance-related processes. • Execute tasks with precision and ensure adherence to regulatory, contractual, and operational standards. • Empower clients to effectively use the Securitize platform through clear communication, resources, and tailored guidance. • Partner with Product, Compliance, and Engineering to escalate and resolve client issues efficiently.

🎯 Requirements

• 5 years of experience in Customer Success, Client Operations, or Account Management, ideally within fintech, SaaS, or financial services. • Exceptional communication skills — clear, confident, and professional with both written and verbal correspondence. • Strong organizational ability and attention to detail when managing operational workflows and client interactions. • Exposure to contracts, compliance processes, or financial/legal documentation is a strong plus. • Ability to work cross-functionally to resolve issues and deliver timely, accurate client support. • Enthusiasm for blockchain technology, tokenization, and the modernization of capital markets. • Experience with CRM and workflow management tools (Salesforce, Zendesk, Notion, or similar) preferred.

🏖️ Benefits

• Unlimited Paid Time Off (PTO) – Promoting a healthy work-life balance. • Equity Grant Opportunities – Share in the success and future growth of the company. • Remote Work Flexibility – Work from anywhere while staying connected with a dynamic and collaborative team. • Comprehensive Insurance Coverage – 100% employer-paid Medical, Dental, and Vision benefits for you and your family. • 401(k) Retirement Plan – Secure your financial future with employer-sponsored savings.