A Day in the Life of an Institutional Account Manager at Coinbase
A day for Mike, an Institutional Account Manager at Coinbase, involves a mix of client-facing activities, such as "giving them a demo of our institutional platform" and addressing "inbound inquiries over email or Slack," and internal collaboration with various teams, including sales, product, engineering, and legal. This dynamic role requires prioritizing client requests and maintaining strong cross-functional relationships to effectively support Coinbase's institutional clients.
Communication, Problem-Solving, Teamwork, Client Relations, Technology
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Mike Munyer
Institutional Account Manager
Coinbase
University of Maryland; 2012
UCLA MBA
English
Finance (Banking, Fintech, Investing), Technology
Sales and Client Management
Took Out Loans, Worked 20+ Hours in School
Video Highlights
1. Mike's day-to-day work involves a variety of calls, including client demos, product feature walkthroughs, and deep dives into specific Coinbase offerings.
2. He also spends time in internal meetings, coordinating with various teams (sales, product, engineering, legal, etc.).
3. A significant portion of his work involves managing inbound client inquiries via various communication channels, requiring prioritization and timely responses.
Transcript
What does a day in the life of an institutional account manager look like?
It's different every day, but some of the consistencies include scheduled calls. These can be with clients, giving them a demo of our institutional platform or walking them through a new product feature.
It could also be a deep dive with a client about a specific feature, like lending, financing, or staking. We also have many internal calls, such as syncing with the account managers and salespeople on my team.
Additionally, there are syncs across different cross-functional partners. We coordinate with our product, engineering, onboarding, or legal teams to ensure everyone is on the same page.
The second part of my role, besides calls, is responding to client inquiries. My role often involves being inundated with requests from clients via email, Slack, Telegram, or other platforms.
I run through all inbound inquiries, prioritizing which clients are most important or which requests are most urgent, and then respond to all of them.