Client Success Manager
Description
Who We Are:
K1X is the leading data distribution platform for alternative investments. Simply put, our mission is to digitize the K-1 ecosystem. Our AI-powered K-1 extraction technologies surpass all other competition, and we’re the first to produce a digital K-1. Learn more at www.k1x.io.
Role Overview:
As a Client Success Manager, you will be the key point of contact for our clients, ensuring their successful adoption, satisfaction, and growth with our product. You will work closely with cross-functional teams, particularly sales and product, to solve complex client challenges, mitigate client risks, drive client renewals, and identify opportunities for growth.
Responsibilities:
- Serve as the primary contact for a portfolio of clients, ensuring they derive maximum value from our product.
- Proactively manage client relationships, enabling maximum adoption, minimizing risk, securing retention and identify areas for client growth.
- Understand clients’ business goals and generate tailored success plans to optimize client ROI.
- Lead negotiations and support the close of renewals and upsell opportunities.
- Work closely with the sales team to identify and act on cross-selling opportunities.
- Collaborate with the product and engineering teams to advocate for clients’ needs and provide feedback on product enhancements.
- Monitor and analyze client data to ensure optimal usage and additional product engagement of the platform and provide actionable insights.
- Solve complex business challenges by leveraging a deep understanding of both financial and technical systems.
Requirements
• 3-5 years of experience in Client Success, Account Management, or a similar role.
• Previous experience working in a startup environment is highly preferred.
• Strong background in financial technology or enterprise-level tech companies.
• Strong experience with client success software such as Gainsight and Hubspot.
• Proven experience with deal-making, negotiations, and managing client relationships in a revenue-driven environment.
• Ability to solve complex problems and provide data-driven insights.
• Experience working with data analytics tools, CRMs, or client reporting systems.
• A growth mindset with a drive to advance in your career and adapt in a fast-growing company.
• Excellent communication and interpersonal skills, with the ability to influence key stakeholders.
Benefits
- Unlimited Vacation Policy + Sick Time + Holidays
- Paid Parental Leave
- Fully Remote Opportunity
- Healthcare Benefits and 401K
- Growing Startup Culture