Role overview

Qualifications

Finance, Accounting, Economics, or Information Systems degree preferred, with two+ years of experience in Financial Services
Deep understanding of investment management and/or financial services to anticipate users' needs
Ability and willingness to gain complete knowledge of software capabilities to provide excellent service to platform users
Strong prioritization, organizational skills, attention to detail, and customer-focused mindset with the ability to work with external users and internal teams

Responsibilities

Develop processes to monitor all onboarding 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 the 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, and provide feedback to the software development team for technical-related product enhancements

Key facts

Remote from: Anywhere
Full time
Financial Systems Manager
English

Hard skills

Product Adoption Strategies Customer Success Management Client Services Cross-Functional Collaboration End-User Training And Support Product Analysis Project Management Process Engineering Business Process Improvement Client Services Investment Account Management Business Strategies Customer Centricity Stakeholder Communications

Other skills

Relationship Management
Technical Acumen
Microsoft Excel
Customer Service
Adaptability
Communication
Time Management
Teamwork
Organizational Skills
Detail Oriented
Prioritization
Professional Responsibility
Problem Solving

About the company

Advyzon

Computer Software / SaaS

Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an advisors complete technology solution and is 100% cloud-based. The integrated platform includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence. By providing all of the key capabilities a firm needs to run their business, Advyzon helps advisors streamline their operations so they can focus on growing their business. We feel that technology should be simple to use, innovative and backed by exceptional client service, which are the core principles that Advyzon was founded on. Please visit www.advyzon.com to learn more.

Company details

IndustryComputer Software / SaaS

Company size51 - 200

Links

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Job description

About Advyzon
Advyzon was recently named to the "Best Places to Work in Fintech" list. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago, Illinois, we are a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. With a continuous focus on product innovation and providing superior service to the firms we partner with; we strive to be the best value in advisor technology.

Client Success Manager (Hybrid/Remote)
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.

Primary Responsibilities:

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.

Skills/Qualifications:

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 SUMMARY

• 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

COMPENSATION
$70k-$100k, all in