Dallas
Remote
Senior
Full Time
21 days ago
VIP Relationship Managercryptofinancial servicessalesseniorDallashigh-net-worth clients
Requirements
- •Proven experience in relationship management, account management, sales, or client advisory roles within financial services, fintech, trading, brokerage or crypto
- •Demonstrated success in upselling and cross-selling complex financial or technology products to high-value clients
- •Strong commercial mindset with the ability to influence client behavior and drive revenue growth through trusted relationships
- •High emotional intelligence (EQ) and outstanding communication skills, with a natural ability to build credibility and rapport with senior and sophisticated clients
- •Experience using CRM platforms (Salesforce or similar) to manage pipelines, client engagement and performance tracking
- •Comfort operating in fast-paced, high-ownership environments with revenue accountability
- •Familiarity with real-time client communication tools such as Telegram, WhatsApp or similar platforms
- •A strong interest in digital assets, crypto markets and emerging financial products
- •Self-starter mentality with the ability to manage a book of business independently
What You'll Do
- •Own and manage a portfolio of high-net-worth and top-revenue VIP clients
- •Serve as the primary point of contact for clients across onboarding, account support, product adoption and portfolio growth
- •Deliver a high-touch, concierge-style experience through direct messaging and real-time communication channels (including Telegram)
- •Actively drive upsell and cross-sell across the VIP product suite, including Trading, OTC, Earn, Lending, referrals and promotional programs
- •Identify opportunities to grow client AUM, trading activity and product penetration through consultative discovery and tailored solutions
- •Partner with clients to understand their trading behavior, portfolio objectives and risk preferences in order to recommend relevant products and incentives
- •Conduct structured discovery conversations to understand client goals, asset allocation, trading patterns and competitive usage
- •Segment clients by archetype to personalize engagement and growth strategies
- •Work closely with institutional sales, OTC, product, operations, compliance and growth teams to deliver seamless client experiences
- •Act as the voice of the VIP client internally by surfacing product feedback, feature gaps and competitive insights
- •Maintain accurate records of all client activity, conversations, opportunities and pipeline stages within the CRM
- •Track engagement, conversion and revenue performance against defined targets
- •Create and manage dedicated Telegram groups and direct channels to facilitate real-time engagement between VIP clients and internal teams
- •Support exclusive VIP initiatives including events, promotions, product pilots and referral programs
- •Stay current on crypto market structure, trading trends, yield products and competitor offerings
- •Provide regular updates on client performance, portfolio expansion, pipeline activity and strategic opportunities
Nice to Have
- •Experience in crypto, trading platforms or institutional brokerage environments
- •Existing relationships or a personal network of high-net-worth or active trading clients
- •Experience supporting clients across multiple products such as trading, yield, lending or structured investment products
- •A background in consultative or solution-based sales rather than transactional sales
Benefits
- •Competitive full-time salary based on experience and meaningful equity in an industry-leading company
- •Mandatory in-office presence four days per week in Dallas office
- •Opportunity to build career at a rapidly expanding, global technology company in an emerging industry
- •Performance-based bonuses
- •Apple equipment provided by the company
- •Work from Anywhere Policy: remote work allowed up to 20 days per year
