Customer Success Manager

Key Responsibilities

• Develop a deep understanding of your clients, including their objectives, needs, and working styles
• Drive adoption of products/services
• Monitor usage data to target inactive users
• Maintain accurate users lists that reflect active users
• Seek opportunities for growth, specifically with user adds, within existing accounts
• Serve as the product expert for services within your client base
• Conduct product trainings
• Assist with inbound product and research related questions
• Partner with Product to ensure client feedback is integrated into product enhancement roadmaps
• Partner with Marketing on campaign strategies within existing accounts

Skills, Knowledge and Expertise

• 1-2 years of experience in Customer Success, Account Management, or a related customer-facing role
• Previous experience servicing Wealth Management accounts is highly preferred
• Previous experience in a Research environment is highly preferred
• Hands-on experience with CRM tools (preferably Salesforce)
• Collaborative work ethic and a goal driven individual
• Excellent communication and interpersonal skills with the ability to build rapport and trust with clients and internal teams
• A customer-centric mindset with a passion for helping clients succeed
• Ability to prioritize tasks and manage multiple client requests
• Strong problem-solving skills and a proactive approach to addressing client challenges.

Benefits

• 20 days of Vacation
• 8 Sick Days
• 1 paid volunteer day
• 10-11 Holidays a year
• Health, Dental, & Vision Insurance
• Company paid Life & Disability Insurance
• Competitive Pay
• Annual Performance Bonus