Client Success Manager
Gartner
Customer Success Specialist
Caleb & Brown
full-time
Posted on:
Location Type: Hybrid
Location: Fort Lauderdale • Florida • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Provide prompt, friendly, and professional support via chat, phone, and email channels.
- Assist clients with inquiries, troubleshooting, and understanding our trading platform and operational processes.
- Collaborate with Senior Brokers, Associates, and internal teams to execute trades, deposits, and withdrawals.
- Monitor and facilitate client transactions to ensure a seamless experience.
- Handle and resolve unique or complex client cases in collaboration with cross-functional teams.
- Document and track customer interactions using tools like Zoom Phone, Intercom, Slack, Asana, and Salesforce.
- Triage internal support tickets and contribute to debugging product-related issues.
- Contribute to improving client support processes and delivering a 5-star service across all touchpoints.
- Build long-term relationships with clients, fostering trust and satisfaction.
Requirements
- Excellent communication skills in written and verbal English.
- Strong problem-solving and analytical skills with attention to detail.
- Ability to multitask and thrive in a fast-paced environment.
- Empathy, patience, and a client-focused mindset.
- Proficiency with customer support tools such as Zoom Phone, Intercom, Slack, Asana, and Salesforce is preferred (training provided).
- Modest understanding of cryptocurrency markets and infrastructure is preferred but not mandatory.
Benefits
- Learn from a team of experienced cryptocurrency experts based in our Fort Lauderdale office
- Ongoing training and industry development opportunities from a supportive leadership team
- Competitive salary package, including performance-based incentives and potential for significant growth.
- Access to cutting-edge technology and market insights.
- Collaborative and supportive team culture with a passion for digital assets.
- 0% trading fees with Caleb and Brown
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
problem-solvinganalytical skillsattention to detailmultitasking
Soft skills
communication skillsempathypatienceclient-focused mindset
