VIP Relationship Manager

About the role

In this role, you will manage a portfolio of VIP clients, ensuring they receive personalized service and support. Your responsibilities will include driving revenue growth through upselling and cross-selling various financial products while maintaining strong client relationships.

You will collaborate with internal teams, leveraging your expertise in CRM platforms to track client interactions and performance. Success in this position means effectively understanding client needs and providing tailored solutions that enhance their engagement with Blockchain's offerings.

The salary range for this role is between $75,000 and $125,000, reflecting the seniority and responsibilities involved.

Skills that matter here

• CRM Platforms: You will use CRM tools like Salesforce to manage client interactions and performance.
• Salesforce: Experience with Salesforce is essential for tracking client engagement and pipeline management.
• Digital Assets: A strong interest in digital assets and crypto markets is crucial for engaging clients.
• Communication Skills: Outstanding communication skills are necessary for building rapport with high-value clients.
• Emotional Intelligence: High emotional intelligence will help you influence client behavior and foster trust.

Who this role suits

• A professional with a proven track record in relationship or account management in financial services or fintech.
• Someone who thrives in fast-paced environments and possesses a self-starter mentality.
• An individual with the ability to build credibility with sophisticated clients through strong communication.
• A candidate with a consultative sales background rather than a transactional sales approach.

From the employer

What You Will Do

• Relationship Ownership & Concierge Servicing

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).

• Revenue Growth & Portfolio Expansion

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.

• Client Discovery & Needs Qualification

Conduct structured discovery conversations to understand client goals, asset allocation, trading patterns and competitive usage.

Segment clients by archetype (e.g. active traders vs long-term holders) to personalize engagement and growth strategies.

• Collaboration with Sales, Product & Operations

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.

• Pipeline & CRM Management

Maintain accurate records of all client activity, conversations, opportunities and pipeline stages within the CRM.

Track engagement, conversion and revenue performance against defined targets.

• Client Engagement & Community Building

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.

• Market & Industry Expertise

Stay current on crypto market structure, trading trends, yield products and competitor offerings in order to engage clients in informed and credible conversations.

• Reporting & Performance Management

Provide regular updates on client performance, portfolio expansion, pipeline activity and strategic opportunities.

What You Will Need

• 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.
• Experience in crypto, trading platforms or institutional brokerage environments is highly desirable.

What Will Set You Apart

• 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.

Compensation & Perks

• Competitive salary and meaningful equity in an industry-leading company.
• Institutional Incentive Plan based on performance and PnL.
• The opportunity to be a key player and build your career at a rapidly expanding, global technology company in an exciting, emerging industry.
• Comprehensive health, dental, and vision benefits.
• Unlimited vacation policy to maintain work-life balance.
• The latest Apple equipment for optimal productivity.
• Performance-based bonuses.
• Work from Anywhere Policy: You can work remotely from anywhere in the world for up to 20 days per year.