Uphold Inc.

VIP Account Manager

Uphold Inc.

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $110,000 per year

About the role

  • Serve as a dedicated account manager to a portfolio of high-value clients, ensuring proactive, responsive, and tailored support.
  • Develop and maintain deep relationships with top-tier users, understanding their needs and delivering bespoke service solutions.
  • Collaborate with internal stakeholders (Product, Compliance, Marketing, etc.) to deliver VIP-specific product offerings, feature rollouts, and support resolutions.
  • Monitor account activity and user health metrics to identify retention risks and cross-sell/upsell opportunities.
  • Execute VIP engagement strategies (e.g., personalized communications, special offers access to exclusive VIP events).
  • Ensure timely and high-quality resolution of VIP issues and requests, acting as the voice of the customer internally.
  • Maintain accurate records of all interactions and activities in CRM systems, ensuring alignment with regulatory standards.
  • Support data-driven reporting on VIP satisfaction, revenue contribution, and retention metrics to the Head of VIP and VP of Retention.

Requirements

  • 3-5 years of experience in account management, client services, or relationship management, preferably in fintech, crypto, or high-value customer segments.
  • Proven track record of building and maintaining trusted relationships with high-net-worth or high-volume clients.
  • Strong understanding of financial products, trading platforms, and/or digital assets.
  • High emotional intelligence and interpersonal skills; ability to engage with demanding clients in a calm and effective manner.
  • Strong organizational skills and attention to detail.
  • Experience working cross-functionally and influencing internal teams to deliver outcomes for clients.
  • Fluency in English; additional languages are a plus.
Benefits
  • Competitive Compensation: Performance bonuses, and comprehensive benefits on top of a competitive salary.
  • Home office stipend for a productive setup.
  • Generous PTO, healthcare, and employee assistance programs.
  • Engaging events and celebrations.
  • Well-stocked office kitchen with a foodie culture.
  • Development Opportunities: Access training and mentorship programs.
  • Flexibility: Enjoy options to work from home, other locations, or adjust your hours.
  • Strong Company Culture: Thrive in a supportive, collegiate environment with values of integrity, teamwork, accountability, and excellence.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
account managementclient servicesrelationship managementfinancial productstrading platformsdigital assetsdata-driven reportingCRM systemsretention metricscross-selling
Soft Skills
emotional intelligenceinterpersonal skillsorganizational skillsattention to detailcommunication skillscollaborationinfluencingproactive supportresponsive servicetailored solutions