Results-driven Customer Success Leader with 5+ years of experience in fintech and forex industries, specializing in reducing churn, increasing customer lifetime value, and scaling high-performing teams. Proven track record in developing data-driven retention strategies, optimizing customer journeys, and collaborating with Product and Sales teams to drive revenue growth. Strong background in financial analysis and blockchain technologies.
- Identify and pursue new business opportunities by building and maintaining relationships with potential clients in the forex and fintech industries;
- Conduct market research and analysis to stay ahead of industry trends, competitor activities, and customer needs;
- Prepare and deliver compelling sales presentations, proposals, and demonstrations to prospective clients;
- Foster long-term relationships with existing clients to ensure customer satisfaction, retention, and upselling opportunities;
- Represent the company at industry events, conferences, and trade shows to promote brand awareness and generate leads;
- Continuously improve sales processes, tools, and techniques to enhance team efficiency and effectiveness.
- Issue invoices and credit notes for the clients on monthly basis;
- Conduct financial analysis and modeling to support business decision-making, including budgeting, forecasting, and performance evaluation;
- Analyze financial data, trends, and key performance indicators (KPIs) for each department to identify opportunities for cost optimization, revenue growth, and operational improvements;
- Assist in the development and monitoring of financial budgets, targets, and goals to ensure alignment with strategic objectives;
- Stay informed about industry trends, economic developments, and regulatory changes that may impact the company's financial performance.
- Support in standardizing, simplifying, and automating the reporting and forecasting processes;
- Own overall relationship with assigned clients;
- Ensure retention and satisfaction of all assigned clients;
- Aid clients in achieving their goals;
- Manage key customer touchpoints (emails, Skype, Service Desk) including ongoing support of the customer;
- Have an intimate knowledge of the product features and the ability to effectively help customers, and to troubleshoot problems and provide solutions;
- Undertake business analysis of existing business cases to offer new products and solutions;
- Work closely with the Operations, Technical Support and Development Teams to timely respond to customer needs;
- Led a customer success team, improving retention by 15% through proactive engagement strategies.
- Developed onboarding frameworks that reduced time-to-value for clients by 20%.
- Collaborated with Product teams to prioritize 10+ feature updates based on customer feedback, increasing NPS from 35 to 50.
- Act as the escalation point for sensitive client situations that require more personal touch;
- Gather customer feedback on a regular basis, summarise and provide reports to stakeholders on product performance;
- Organize customer requirements evaluation and collaboration with Research and Development Department in design and development of the new products and product feature;
- Organize and guide integrations with third-party software providers;
- Provide customer support to customers, prospects and third-party vendors introduced by Business Development team via Skype and email
- Installation, testing and maintaining company products and solution for clients
- Monitor and follow proactive steps to mitigate problem support cases
- Maintain awareness of the MetaTrader 4 and MetaTrader 5 platforms
- Provide Technical presentations for clients (Assisting Sales department with presenting features of the products for a client in calls)
Customer Success Strategy (Retention, Churn Reduction, CLTV Growth)
Team Leadership & Scaling (Hiring, Mentoring, Performance Metrics)
Data Analysis & Reporting (CSAT, NPS, Churn Forecasting, Financial Metrics)
Cross-functional Collaboration (Product, Sales, Marketing Alignment)
Fintech & Blockchain Expertise (Cryptocurrency, Forex, Payment Solutions)
Client Relationship Management (Enterprise Accounts, Onboarding, Upselling)
Process Optimization (Automation, CRM Systems, Workflow Improvements)
Fluency in Tech Stack (CRM tools, SQL/Tableau for analytics, Support Platforms)