Who is Securitize
Securitize, the leader in tokenizing real-world assets with $3.7B+ AUM (as of May 5, 2025), is
bringing the world on-chain through tokenized funds in partnership with top-tier asset managers,
such as Apollo, BlackRock, Hamilton Lane, KKR, and others. Securitize, through its
subsidiaries, is a SEC-registered broker dealer, digital transfer agent, fund administrator, and
operator of a SEC-regulated Alternative Trading System (ATS).
Securitize is a global, fully remote team consisting of top talent from the blockchain and
financial services industries. Having raised $170M overall to date, we are backed by some of the
largest names in finance and technology, including BlackRock, Morgan Stanley, Blockchain
Capital, MUFG, Sumitomo Mitsui Trust Bank, Sony Finance, Banco Santander, Coinbase,
among others. Securitize has also been recognized as a 2025 Forbes Top 50 Fintech company.
Before applying, we encourage you to visit us to learn more:
Website | X/Twitter | LinkedIn
About the Role
Securitize is redefining how capital markets operate — making investing more efficient, transparent, and accessible through blockchain technology.
As a Customer Success Manager, Operational Enablement, you’ll serve as the primary external point of contact for a portfolio of innovative issuers, funds, and partners operating on the Securitize platform. You’ll ensure their day-to-day operations — from investor transactions and distributions to reporting and compliance — are executed smoothly and accurately.
This is a client-facing role that blends operational execution, relationship management, and professional communication. You’ll represent Securitize with confidence and clarity while helping our clients successfully navigate the intersection of finance, compliance, and blockchain innovation.
Key Responsibilities
Client Relationship Management
- Act as the primary contact for clients, ensuring operational requests and inquiries are handled promptly and professionally.
- Build and maintain trusted relationships through clear communication, reliability, and attention to detail.
- Provide proactive updates and transparency on task progress, timelines, and outcomes.
- Collaborate with Account Management to support renewals, expansions, and long-term client satisfaction.
Operational Execution & Support
- Manage client operations including investor management, tokenized transactions, distributions, and compliance-related processes.
- Execute tasks with precision and ensure adherence to regulatory, contractual, and operational standards.
- Coordinate with Compliance, Finance, and Product Operations to resolve issues and deliver seamless client experiences
- Maintain detailed records of client requests, actions taken, and outcomes to ensure accountability and audit readiness.
Client Enablement & Education
- Empower clients to effectively use the Securitize platform through clear communication, resources, and tailored guidance.
- Develop and share educational materials (guides, FAQs, videos) to promote client self-sufficiency.
- Translate complex operational or compliance requirements into simple, actionable steps for clients.
- Serve as a trusted advisor on best practices in digital securities operations and blockchain-enabled finance.
Cross-Functional Collaboration
- Partner with Product, Compliance, and Engineering to escalate and resolve client issues efficiently.
- Communicate client needs and feedback to internal teams to drive process and product improvements.
- Contribute to the refinement of operational workflows and playbooks for consistency and scalability.
Key Performance Indicators (KPIs)
- Response Time: Average time to acknowledge client inquiries and requests.
- Task Execution Time: Average turnaround time for completing operational processes (e.g., distributions, investor updates, transfers).
- Resolution Time: Time to full completion and client confirmation of operational tasks.
- Operational Accuracy: Percentage of tasks completed error-free and compliant with internal and regulatory standards.
- Client Satisfaction (CSAT): Ratings reflecting clarity, responsiveness, and professionalism.
- Retention & Renewals: Continued engagement and contract renewals of assigned clients.
What You’ll Bring
- 5 years of experience in Customer Success, Client Operations, or Account Management, ideally within fintech, SaaS, or financial services.
- Exceptional communication skills — clear, confident, and professional with both written and verbal correspondence.
- Strong organizational ability and attention to detail when managing operational workflows and client interactions.
- Exposure to contracts, compliance processes, or financial/legal documentation is a strong plus.
- Ability to work cross-functionally to resolve issues and deliver timely, accurate client support.
- Enthusiasm for blockchain technology, tokenization, and the modernization of capital markets.
- Experience with CRM and workflow management tools (Salesforce, Zendesk, Notion, or similar) preferred.
Why Join Us?
Become a part of our rapidly expanding organization and enjoy a supportive and rewarding work environment:
- Unlimited Paid Time Off (PTO) – Promoting a healthy work-life balance.
- Equity Grant Opportunities – Share in the success and future growth of the company.
- Remote Work Flexibility – Work from anywhere while staying connected with a dynamic and collaborative team.
- Comprehensive Insurance Coverage – 100% employer-paid Medical, Dental, and Vision benefits for you and your family.
- 401(k) Retirement Plan – Secure your financial future with employer-sponsored savings.
