Cointracker

Customer Success

United States

Cointracker Logo
Not SpecifiedCompensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Cryptocurrency, Financial TechnologyIndustries

Requirements

Candidates should possess a customer-centric mindset, demonstrated ability to drive business impact, and alignment with the mission of enabling everyone to use crypto with peace of mind. Strong communication skills are essential, including the ability to clearly articulate details and provide a broader perspective. Experience identifying problems and solutions, providing recommendations, and prioritizing workload for maximum impact is also required.

Responsibilities

The Customer Success role at CoinTracker involves resolving customer support tickets from consumer customers and managing relationships with premium support segment/Enterprise Customers, engaging with customers through various channels, and providing regular insights and customer feedback to improve customer loyalty and product differentiation. This role also focuses on onboarding and managing Enterprise Clients, achieving retention goals, and driving a positive customer experience through ticketing and support, while identifying and implementing strategic improvements to reduce ticket volume and increase satisfaction.

Skills

Customer support
Customer success
Crypto knowledge
Problem-solving
Communication skills
Workload prioritization

Cointracker

Cryptocurrency portfolio tracking and tax reporting

About Cointracker

CoinTracker helps individuals and businesses manage their cryptocurrency investments and tax obligations. It offers a portfolio tracking and tax reporting software that allows users to connect their crypto wallets and exchanges, enabling them to monitor their balances, transactions, and investment performance in one place. A key feature is its tax reporting capabilities, which assist users in calculating their cost basis, net fiat invested, and capital gains, simplifying compliance with complex tax regulations. CoinTracker operates on a subscription-based model, providing premium features for a fee while also offering a free tier to attract new users. The goal is to provide essential services for portfolio management and tax compliance in the growing cryptocurrency market.

Key Metrics

San Francisco, CaliforniaHeadquarters
2017Year Founded
$98.8MTotal Funding
SERIES_ACompany Stage
Crypto & Web3, Financial ServicesIndustries
51-200Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
401(k) Retirement Plan
401(k) Company Match
Paid Vacation
Paid Sick Leave

Risks

IRS's Form 1099-DA may impact users valuing privacy, affecting CoinTracker's user base.
A recent security breach could undermine user trust and raise data privacy concerns.
Coinbase's expansion of its subscription model could increase competition for CoinTracker.

Differentiation

CoinTracker offers seamless crypto portfolio tracking and tax compliance in one platform.
Partnerships with Coinbase and TurboTax enhance CoinTracker's credibility and user reach.
CoinTracker's multichain support includes Arbitrum, Optimism, and Cosmos, broadening its user base.

Upsides

Increased demand for DeFi tax solutions due to IRS's new Form 1099-DA requirements.
Partnership with H&R Block positions CoinTracker in the mainstream tax preparation market.
CoinTracker Connect offers real-time crypto tax advice, enhancing user engagement.

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