Client Success Manager - Financial Services

Job Description:

• We’re seeking a Client Success Manager to join our team!
• You will be responsible for managing key relationships and helping drive product adoption among new users that join our platform.
• Develop processes to monitor all on-boarding projects while developing new client relationships during product implementation stage.
• Help drive product adoption, share best practices and implement growth and optimization strategies for maximum value and success within customer user base.
• Engage external client users in formal training settings and provide expert day-to-day servicing on all product aspects.
• Contribute to product research, service-improvement initiatives, and other projects as needed as well as provide feedback to the software development team for technical-related product enhancements.

Requirements:

• Financial Services: Finance, Accounting, Economics, or Information Systems degrees preferred.
• (Two years or more experience in the Financial Services…).
• Previous work experience in the Financial Services / Finance industry is a plus.
• Hold a deep understanding of investment management and/or financial services in order to anticipate the context of user’s needs.
• Aptitude and willingness to gain complete knowledge of software capabilities in order to provide excellent service to platform users.
• The ability to prioritize tasks based on the needs of the business and switch gears quickly while maintaining strong attention to detail.
• Strong customer support focus and the ability to exercise sound professional judgement while working with both external users, and internal operational and finance technical teams.
• Proven organizational skills, and the keen ability to understand and juggle different business priorities that provide the most value to the organization.
• Proficient skills in Microsoft Excel.

Benefits:

• Healthcare coverage starting at $0 out of pocket for individuals
• HSA with annual company contribution ($200/individual, $350/family)
• Vision and Dental offered
• Deep discounts on supplemental plans (LTD, Critical illness, Hospital stay and Accident)
• $50K life and AD&D coverage at no charge
• 401K with 100% match for first 3% and 50% match for the next 2% contributed (up to a 5% match)
• Unlimited PTO policy

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