Client Success Manager

**About Koinly**
- One of the fastest growing Crypto Tax Tools in the world with solid product market fit.
- Trusted and loved: see what our customers say
- Used by hundreds of thousands of investors, accountants and a partner to crypto exchanges.

Our users get through their crypto taxes in 20 mins; many will save days or weeks, filing their crypto taxes for the first time giving them the confidence to build a portfolio for the long term.

**Build a product that can impact the world**

There are over 300m crypto users worldwide. We are building tools to enable further widespread adoption of cryptocurrency by automating the regulatory hurdles of tax compliance and asset tracking.

Come and shape the future of crypto with us.

Our ambition doesn't stop there. Next, the product vision will enable Koinly to empower crypto investors to make the best decisions for their financial future.

**Join a diverse team for the best work of your life**

In just a few years we have gone from launching to one of the leaders in this space. Join a rewarding environment with a diverse mix of founders, crypto traders, fintech alumni, tax professionals and all round good people in creating a worldwide organisation.

**Your Role**

We are currently on the look out for a driven Client Success Manager to drive our customers from the sales funnel to the support phase.

As the Client Success Manager, you will become the point of contact for the prospects and will provide them with timely value propositions as well as support all prospects and ensure each of the processes run smoothly.

**Responsibilities**
- A B2B focus with the ability to establish clear client retention goals
- Process milestones for the customers and employees to work toward
- Manage client onboarding; assist customers with setting up and navigating platforms or software
- Manage and coach the inbound phone team
- Promote the value of our product
- Upsell services and products with the brand image
- Promote value through customer experience
- Assist in creating training courses and educational materials
- Review customer feedback and seek to improve the customer experience

**You’ll succeed as our Client Success Manager if you have**
- 3-5+ years in a customer/client success role within fintech, SaaS or start-up environment
- Experience as an Account Manager is desirable
- Excellent written and verbal communication skills
- Strong organisational and prioritisation skills
- Proven ability to effectively manage multiple projects amid changing priorities in a fast-paced environment and produce outstanding results
- Effective customer service and conflict resolution skills with strong empathy towards others
- A propensity for building effective relationships
- Knowledge of crypto or the blockchain industry will be highly regarded

**What We Can Offer You**

Competitive package

Sydney CBD office, with hybrid and flexible work arrangements

Work within one of the most rapidly growing industries in the world

Perks, including Koinly swag and access to our Employee Discount Program (Reward Gateway)

Free coffee, drinks & snacks

Regular and fun team social events

and we have a lot more in the pipeline

Koinly is an equal opportunity employer, we do not discriminate on the basis of race, religion, colour, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs.