Client Success Manager
Bakkt is a digital asset platform providing stablecoin settlement, programmable payments, and financial infrastructure services for banks, fintechs, and payments providers.
Funding history
Projects
About Bakkt
Bakkt provides digital asset services for financial institutions, fintechs, and payments providers, with capabilities spanning stablecoin settlement, programmable payments, and loyalty solutions. Users can access custody, trading, and onramp tools through the platform. The company operates as a financial infrastructure provider focused on banking and payments applications.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
The Client Success Manager serves as a day-to-day contact for assigned trading and payments clients, supporting onboarding, training, check-ins, quarterly business reviews, issue resolution, renewals, upselling, and cross-functional collaboration with sales, product, and support teams.
Requirements
- 2-3 years of experience in client success management or a similar client-facing role, or a strong interest in starting a career in client success
- Interest in digital assets or payments
- Knowledge of digital asset and traditional market infrastructure preferred
- Knowledge of trading, clearing, and settlement preferred
- Excellent communication, collaboration, and interpersonal skills
- Analytical mindset with the ability to synthesize complex data and make data-driven decisions
- Strong organizational and time management skills
- Ability to prioritize and manage multiple projects
- Startup experience and cross-functional team experience
- Experience with client success management tools and Claude, HubSpot, Jira, Excel, Word, and PowerPoint
- Must successfully pass a post-offer background check and drug screen
Responsibilities
- Establish and nurture client relationships
- Maintain consistent communication with clients
- Advocate for client needs within the organization
- Align client business goals with company offerings
- Create tailored success plans with milestones and timelines
- Monitor client usage and health metrics
- Analyze key performance indicators
- Identify and address potential issues or opportunities
- Demonstrate product value and return on investment
- Represent client interests in product and service decisions
- Escalate complex client concerns
- Identify upselling and cross-selling opportunities
- Support client usage and contract renewals
- Coordinate the sales-to-client-success handoff
- Share client insights with product teams
- Coordinate with support teams
- Stay informed about industry trends, product updates, and competitive offerings
- Refine workflows and best practices