Institutional Client Success Associate, Figure
$68-80k
+ 25% Annual bonus target, paid quarterly + Equity RSU package
More information about location
Blockchain-powered digital lender
Be an early applicant
Blockchain-powered digital lender
201-500 employees
Be an early applicant
$68-80k
+ 25% Annual bonus target, paid quarterly + Equity RSU package
More information about location
201-500 employees
Company mission
Figure's mission is to transform financial services through blockchain, bringing speed, efficiency and savings to both consumers and institutions.
Role
Who you are
- The ideal candidate brings deep product fluency, consultative relationship skills, and the ability to coordinate seamlessly across Sales, Product, Operations, and Compliance, acting as the connective tissue across the institutional client lifecycle
- 5+ years of experience in client-facing roles involving complex products, ideally within capital markets, trading, or fintech
- Strong operational mindset with the ability to manage multiple client workflows simultaneously
- Excellent communication and relationship management skills, with a consultative and solutions-oriented approach
- Proven ability to work cross-functionally across Sales, Product, Operations, and Compliance
- Technical aptitude and curiosity, comfortable engaging with API integrations, order lifecycle concepts, and platform operations
- Organized, detail-oriented, and able to thrive in a fast-paced, evolving environment
- Nice to haves include traditional finance (TradFi) trading, operations, or client support experience, and familiarity with data analysis, SQL, Python, or similar tools for client insights or internal automation
What the job involves
- We are seeking a strategic, operations-savvy Institutional Client Success Associate to serve as a high-touch partner to institutional clients and market makers across Figure Markets’ crypto exchange platform
- This hybrid position blends relationship management, onboarding execution, sales support, and post-sale client success, ensuring our most valuable clients experience frictionless onboarding, efficient operations, and long-term platform growth
- This is not a traditional support role
- It’s part strategic operator, part relationship manager, and part client advocate
- You should be equally comfortable solving complex onboarding issues, leading post-trade reviews with market makers, or drafting documentation to scale support processes across the organization
- Serve as the primary liaison between Sales and Client Success to ensure a smooth handoff and onboarding experience
- Guide institutional clients and market makers through onboarding, including documentation, compliance review, and technical integration
- Manage and monitor account opening processes with internal client service teams, proactively removing bottlenecks to ensure timely activation
- Develop deep expertise in Figure Markets’ products and services through hands-on engagement and collaboration with Client Success, Product, and Engineering
- Create, maintain, and optimize structured documentation (SOPs) for onboarding and maintenance workflows
- Build trust with clients through regular check-ins to align on goals, platform usage, and growth opportunities
- Maintain long-term ownership of the client experience, serving as a consistent point of contact throughout their lifecycle
- Understand nuanced client needs and develop tailored strategies to support engagement, liquidity contribution, and expansion
- Monitor client activity and success metrics to proactively identify issues and drive improvement
- Implement client success strategies that increase retention, trading activity, and platform loyalty
- Partner with Sales to support pre-sale and post-sale opportunities, acting as a technical and operational expert in high-stakes deals
- Track revenue-related milestones such as deal activation, liquidity participation, and upsell potential
- Collaborate with Sales on renewal and expansion discussions, contributing insights grounded in client behavior and performance
- Troubleshoot and escalate trading issues, settlement delays, or transactional anomalies with a strong understanding of order lifecycle mechanics
- Serve as a client advocate by channeling feedback to internal teams to enhance platform functionality and user experience
Our take
Figure handles loans and mortgaging. They are disrupting manual compensation surveys and traditional industry software with their blockchain platform, Provenance, which works as a registry, ledger, and exchange.
The company has branched from offering student loans into many products such as mortgages, personal loans, blockchain-based private credit and private investment opportunities. In 2020, they started seeking a national bank charter to simplify their business and offer better security.
The company is focusing on building blockchain-backed solutions and now offers its customers the option to leverage their cryptocurrency assets to get loans or mortgages and is one of the only companies to do so. Figure is betting heavily on the success of the $1 trillion cryptocurrency market and blockchain industry, and laid off 20% of its staff in July 2023 in preparation for an IPO bid. This IPO is targeted specifically at Figure's lending division, which saw massive growth over 2022 and 2023.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-15% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
May 2021
$200m
SERIES D
Dec 2019
$103m
SERIES C
Total funding: $418m
Company benefits
- Continuing education stipend
- Paid parental leave
- Flexible paid time off
- Stock options
- Work from home opportunities
- Health insurance
Company HQ
Chinatown, San Francisco, CA
Leadership
Mike Cagney
(Executive Chair)After Master's at Stanford, Mike spent almost 6 years as Chairman of ReFlow Services and co-founding Social Finance in 2011. He used this experience to co-found Figure in January 2018, serving since as CEO.
June Ou
(President)Having studied at Stanford and founded CCO Solutions, June spent 5 years at Social Finance with Mike, rising to VP of Product Management. She left this position in October 2017 to co-found Figure the following January.
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