Title: Client Success Specialist
Location: New York City, NY (Remote)
About Us:
Arootah is a forward-thinking leader in the field of Talent Development, committed to empowering individuals and businesses through innovative Coaching and Advisory services, complemented by cutting-edge SaaS technology. Founded by Rich Bello, Co-Founder of the renowned $10 billion hedge fund, Blue Ridge Capital, and a distinguished Wharton graduate with extensive experience at Morgan Stanley, Tiger Management, and Ernst & Young. Our wide range of services includes:
Providing expert advisors in key operational areas to emerging/established Investment firms
Coaching direct-to-consumer (executive and career coaching) Advising clients with Capital Introduction and Raising for Emerging Managers
Investing in a portfolio of public and private companies that make a positive impact
Building SaaS applications for both enterprise and consumer use
Providing Talent Acquisition and Development services to the financial industry
What You'll Do: Employ Arootah's onboarding process and proprietary tools and technology to ensure clients' successful transition into our services. Become an expert on Arootah’s tools and coaching/advisory platform in order to provide effective guidance and troubleshooting to clients. Act as the primary point of contact for Arootah's clients, which comprises both individuals and organizations, maintaining positive client relationships. Provide personalized onboarding and success support to clients, addressing their specific needs. Assist clients in remaining accountable to their objectives, providing motivation, encouragement, and guidance throughout their journey. Monitor client satisfaction through feedback surveys and develop actionable improvement plans based on client feedback. Brainstorm and implement better ways to collect feedback and support clients effectively. Act as a client advocate within the company, bringing back feedback on our processes and tools to our Software Development Team and other relevant departments. Collaborate with other departments to ensure they are aware of client needs and feedback. Work closely with the Sales team to create and deliver effective upselling pitches and client retention campaigns. Maintain detailed and accurate records of client progress, including challenges and successes. Be proactive in outlining and consistently improving the client journey across different verticals and services. QualificationsMinimum 3+ years of experience in client onboarding and client success within a startup environment, with a track record of successful outcomes. Proven experience in client services for both individuals and organizations. Exceptional verbal and written communication skills to facilitate meaningful conversations. Active listening skills to understand clients' needs and tailor support approaches accordingly. Proficient with HubSpot CRM and tracking client journeys. Knowledge of coaching principles and practices. Holding a relevant coaching credential or certification is a plus. HR or coaching background is a significant advantage. PERKS WITH US:
Work for a well-funded company dedicated to excellence.
Embrace a culture of inspired continuous improvement.
Enjoy autonomy in your work with the ability to work remotely.
Access our Digital Wellness Center, which includes a wealth of resources.
Join a high-energy, thriving company with opportunities for growth.
The compensation for this role is competitive, ranging from $75,000 to $95,000 per year, based on skills, specialization, and experience.
