Hybrid Client Success Manager - Financial Services | Remote WFH

Job Title: Client Success Manager - Financial Services (Hybrid/Remote)

Job Overview

We are seeking an enthusiastic and results-driven Client Success Manager to join our dynamic team. This pivotal role involves fostering meaningful client relationships and ensuring effective utilization of our cutting-edge financial technology platform. Your contributions will directly influence client satisfaction and overall business success.

Company Culture And Values

As a trailblazer in the financial technology industry, we are proud to be recognized as one of the “Best Places to Work in Fintech.” Our company is built on a foundation of innovation, collaboration, and a commitment to excellence, where each team member's expertise is valued and encouraged.

Key Responsibilities

• Establish and oversee processes to manage onboarding initiatives, nurturing robust client relationships throughout product implementation.
• Encourage product adoption by sharing best practices and executing strategies for growth and optimization, ensuring clients derive maximum value from our solutions.
• Facilitate formal training sessions for external users and provide expert support across all product functionalities.
• Collaborate on product research and service enhancement projects, offering insights to the software development team for technical improvements.
  
  

Required Skills

• Comprehensive background in Financial Services, ideally possessing a degree in Finance, Accounting, Economics, or Information Systems.
• A minimum of two years of experience within the Financial Services or Finance sector is preferable.
• Strong knowledge of investment management or financial services, enabling you to anticipate client needs effectively.
• Dedication to mastering our platform to provide exemplary support to users.
• Exceptional organizational abilities and a talent for prioritization in a fast-paced environment.
• A client-focused approach, demonstrating sound judgment in interactions with clients and internal teams.
• Proficiency in Microsoft Excel.
  
  

Qualifications

• Bachelor's degree in a relevant field (Finance, Accounting, Economics, or Information Systems).
• At least two years of professional experience in the Financial Services or Finance industry.
  
  

Career Growth Opportunities

Joining our esteemed organization offers you the chance to collaborate with a team of seasoned professionals who collectively bring decades of experience in financial services technology. We promote continuous learning and professional development, providing an environment conducive to career advancement.

Compensation And Benefits

• Comprehensive healthcare coverage with no out-of-pocket expenses for individuals.
• Health Savings Account (HSA) with an annual company contribution (\(200 for individuals, \)350 for families).
• Vision and dental insurance included.
• Significant discounts on supplementary plans such as Long-Term Disability, Critical Illness, Hospital Stay, and Accident coverage.
• $50K life and AD&D coverage at no cost to employees.
• 401K plan featuring a 100% match on the first 3% and a 50% match on the next 2% (up to a total of 5% match).
• Unlimited Paid Time Off (PTO).
  
  

We invite you to be a part of our innovative team, where your contributions will not only shape your career but also enhance the services and technology we provide to our valued clients.

Employment Type: Full-Time