CRM & Sales Ops Specialist

Website BitGo

Security | Custody | Liquidity

About the job
BitGo is the leader in digital asset financial services, providing institutional investors with liquidity, custody, and security solutions. Founded in 2013, BitGo pioneered the multi-signature wallet and is the first digital asset company to focus exclusively on serving institutional clients. Active in both centralized and decentralized finance, BitGo offers market leading trading, lending, and borrowing services through its prime brokerage services and acts as the custodian for WBTC, the leading global stablecoin for Bitcoin. In 2020, BitGo launched BitGo Portfolio and Tax, providing clients with a full-stack solution for digital assets. In 2018, it launched BitGo Trust Company, the first qualified custodian purpose-built for storing digital assets. BitGo processes approximately 20% of all global Bitcoin transactions, and supports over 600 coins and tokens. BitGo provides the security and operational backbone for more than 1500 institutional clients in 50 countries, including many regulated entities and the world’s top cryptocurrency exchanges and platforms. BitGo is backed by Goldman Sachs, Craft Ventures, Digital Currency Group, DRW, Galaxy Digital Ventures, Redpoint Ventures, and Valor Equity Partners.

The Sales Operations and CRM Specialist is responsible for the overall management of the company’s CRM system and the support of the sales team. This includes overseeing the implementation, configuration, and maintenance of the CRM system, as well as the development and implementation of sales and marketing processes and procedures. The Sales Operations and CRM Specialist also works with the sales, CSM and marketing teams to ensure that the CRM system is used effectively to track leads, close deals, and measure results.


Oversee the implementation, configuration, and maintenance of the company’s CRM system
Develop and implement sales and marketing processes and procedures
Work with the sales and marketing teams to ensure that the CRM system is used effectively
Analyze data to identify trends and opportunities
Report on CRM system usage and performance
Stay up-to-date on the latest CRM technologies and trends
Train and support users of the CRM system
Create and maintain sales reports and dashboards
Analyze sales data to identify trends and patterns
Develop and implement sales training programs
Work with sales representatives to resolve customer issues
Manage sales team commissions
Review contracts to validate the content and make sure clients can be billed smoothly
Ensure the accuracy of contract and CRM data
Stay up-to-date on industry trends and best practices
Provide support to the sales team


Skills & Experience:

We are looking for teammates who share and practice our values: open communication, transparency, taking ownership, and high level of craftsmanship.


Bachelor’s degree in business, computer science, or a related field
5+ years of experience in CRM administration and management, as well as sales operations
Strong understanding of sales and marketing processes and procedures
Excellent communication and interpersonal skills
Ability to work independently and as part of a team
Ability to meet deadlines and work under pressure
Strong analytical and problem-solving skills
Salesforce certifications for the Sales, Service, and Experience clouds (Salesforce Certified Administrator, Salesforce Certified Service Cloud Consultant, and Salesforce Certified Experience Cloud Consultant)


Why Join BitGo?

Disrupting an industry takes vision, innovation, passion, technical chops, drive to deliver, collaboration, and execution. Join a team of great people who strive for excellence and personify our corporate values of ownership, craftsmanship, and open communication. We are looking for new colleagues who bring innovative ways of thinking and problem solving, and who want risks to be part of the team that changes the world’s financial markets.

Here are some of the benefits of working at BitGo:

Competitive salary
Meal & Commute allowance
Medical Insurance
Hybrid working model
IT equipment support for work
Great/Talented workforce to learn and grow with
Cryptocurrencies are the most disruptive change the financial services industry has seen in years. Join us and you’ll be able to look back and say you were part of the team that transformed investing.
Benefits found in job post
Medical insurance

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