DeFi Analyst & Customer Success Manager

WHO YOU ARE

You’re a crypto native with a deep, above-average understanding of on-chain protocols and how they actually work under the hood. You’ve studied hundreds of projects, dissected whitepapers, traced token flows, and spent hours down rabbit holes, from governance forums to crypto Twitter, staying sharp on where the space is going. You know how to filter signal from noise, conduct real fundamental analysis, assess trade-offs and risk profiles, and determine whether something has long-term value or not. You live and breathe this space, not just as an intellectual pursuit, but because you genuinely believe in its potential. This isn’t just a market to you; it’s a movement worth building. You’re comfortable in complexity, and you enjoy helping others navigate it too.

You’re also someone people trust. You’re not just smart, you’re emotionally perceptive. You listen well. You read people easily. You know how to meet someone where they are, explain things clearly, and help them move forward with confidence. You’ve coached friends, colleagues, or clients through uncertainty before, and you found you were good at it. You take pride in simplifying complexity, creating clarity, and building strong honest relationships over time.

You’re calm under pressure. Empathetic but grounded. Warm but sharp. You can zoom in on technical detail when needed, but you never lose sight of the bigger picture. You care about helping someone grow, shift their mindset, and make better long-term decisions.

You take full ownership of your work. You don’t need to be micromanaged. You spot problems before they arise, take initiative without waiting, and always keep the outcome in mind. You think strategically, move fast, and care about doing things well. You thrive in high trust environments with high standards, and you want to be part of a team that builds things that actually matter.

You’re also a team player. You’re energized by working with sharp, driven people who care about the mission as much as you do. You want to be part of a tight, high performing team that is passionate about crypto, serious about helping others succeed in the space, and deeply aligned around a shared vision. You’re excited by the opportunity to help shape a fast growing company, contribute meaningfully to something ambitious, and grow alongside others who are just as committed as you are.

If this sounds like you, keep reading below.

ABOUT US

Yieldschool specializes in onboarding and educating HNWI into Decentralized Finance (DeFi), also known as the Primary Crypto Markets. We guide our Members to securely access these markets and invest in quality crypto assets at earlier, cheaper stages, leveraging a proven system that has delivered significant results. Over 1,000 Members have used our system, with some achieving 500%, 1,000%, and even 3,000%+ gains in the past 12 months.

We believe that DeFi is the future, and today’s decentralized infrastructure presents an unparalleled opportunity for early adopters to gain a competitive edge. Our strategic, long-term approach is focused on real value, steering away from speculation and meme coins, and enabling investors to participate in the evolution of web3 technology.

Our founder, Frank Hepworth, is a Licensed Regulatory Financial Attorney who has worked at one of Canada’s top law firms. He’s consulted crypto exchanges on which assets they could legally list, written their policies and procedures, and negotiated with the government on their behalf. His work has contributed to the approval of the first crypto ETFs listed on the Toronto Stock Exchange.

Our team is made up of top-tier professionals with deep expertise across law, engineering, traditional finance, and crypto markets. We’ve brought together sharp thinkers and high-performers who could be leading anywhere, but chose to build here. What unites us is a shared obsession with DeFi, a commitment to long-term thinking, and a drive to help others win in a space that’s still wildly misunderstood. As we scale, we’re looking for people who match that energy and want to build alongside others operating at a high level.

ABOUT THE ROLE

We’re hiring a DeFi Analyst and Customer Success/Account Manager (DeFi Associate) — a high-impact role that blends advanced protocol fluency, long-term investment thinking, and deep relationship management. As an Associate, you’ll work directly with clients to help them navigate the on-chain ecosystem, build conviction around asymmetric opportunities, and design portfolios aligned with their goals using our proven frameworks.

This isn’t a junior support role. It’s not a passive account management job. This is an elite, hands-on role where your ability to think independently, coach decisively, and lead strategically determines the client’s success.

You’ll meet one-on-one with clients over video, assess their current setup and mental models, and guide them through every stage of their journey — from DeFi onboarding to building a well-structured, long-term crypto portfolio. You’ll be responsible for helping clients stay focused, make better decisions, and turn the YieldSchool curriculum into real-world execution.

You must have deep and advanced knowledge of DeFi. You should be fully comfortable discussing on-chain ecosystems, liquidity provisioning, tokenomics, governance dynamics, bridging mechanics, and contract-level risk. You also need to understand capital allocation at the portfolio level — not just how DeFi works, but how to think about asymmetric risk, long-term compounding, conviction-weighted bets, and downside protection.

You’re not just here to explain protocols. You’re here to help clients see clearly, act intelligently, and build portfolios that actually reflect the market realities and their own goals. That takes technical fluency and strategic judgment.

You’ll also own key business outcomes. You’re directly responsible for driving retention, renewals, and backend upgrades. You’ll be expected to identify when a client is ready for a higher-level program, lead them through that conversation, and support the sales process. Commission is earned on qualified upgrades, on top of your baseline compensation.

Beyond your one-on-one work, you’ll contribute to group calls and internal initiatives — sharing insights, presenting research, and collaborating across the team to improve the member experience and refine our investment frameworks.

This is a high-accountability, high-autonomy role inside a fast-growing company with ambitious goals and high standards. If you have serious depth in DeFi, strong investing judgment, and a sharp ability to guide people through complexity with empathy and clarity — we want to work with you.

QUALIFICATIONS

• Deep, working knowledge of crypto and DeFi across major verticals — including on-chain ecosystems, bridges, token design, governance, staking, liquidity provisioning, yield strategies, and derivatives
• Advanced understanding of investing principles, with a strong grasp of asymmetric risk, long-term portfolio construction, and capital allocation in decentralized markets
• Clear, structured thinking around portfolio architecture: conviction-weighted exposure, downside protection, time horizon alignment, and thesis-based rebalancing
• Demonstrated ability to earn and maintain trust with high-net-worth individuals or sophisticated clients through strategic, emotionally intelligent engagement
• Exceptional communication skills — articulate, empathetic, and able to translate complex protocols or investment logic into clear, actionable guidance
• Proven experience building and managing long-term client relationships with a service-first, outcome-focused approach
• High degree of personal ownership and initiative — proactive in diagnosing needs, solving problems, and moving clients forward
• Comfort operating in a fast-moving environment that requires both strategic thinking and hands-on execution
• Prior experience in investing, education, consulting, or financial services with a focus on client outcomes and relationship depth
• Bonus: Experience with high-ticket B2C or mid-ticket B2B sales, renewals, and referrals in trust-based business models
• Bonus: Background in DeFi research, macro analysis, or real-world application of crypto strategies across cycles

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