Build and maintain strong relationships with our investment management clients by maintaining a deep understanding of their workflow and acting as a consulting partner.
Work closely with and support our Senior Customer Success Managers on marquee clients.
Assist and lead client implementations and onboarding, working with our Solutions Engineering team to achieve mutually beneficial outcomes.
Serve as the internal Voice of the Customer, addressing feedback and requests post-implementation to ensure a positive user experience for our clients.
Collaborate with additional internal teams, including Sales, Product Development, and Marketing, to provide a fantastic client experience and go-to-market strategy.
Provide clients with expertise and best practices to optimize their use of our software.
Handle renewal negotiations to help us achieve and exceed customer retention and growth targets.
Monitor customer activity trends to identify churn risk and work proactively to eliminate that risk, while simultaneously identifying and closing upsell and cross-sell opportunities.
About You:
Proven experience as a Customer Success Manager, or similar role, in the financial services industry, preferably working with investment management clients.
Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships – including with client stakeholders.
Results-oriented with a demonstrated ability to meet or exceed targets.
Ability to work independently and collaboratively in a fast-paced environment.
Proficiency in CRM software and Microsoft Office Suite.
Bachelor’s degree or relevant work experience.
What We Offer:
Competitive compensation
Medical, dental, and vision coverage plan options (with core plan premiums covered at 100% for you and 90% families!)
Remote-first working environment
Flexible and generous time off policy to balance your work and life
Paid parental leave policies for every type of parent to ensure bonding time with your new addition
401 (k) retirement plan options to help you invest in your future
Company paid life insurance and long-term disability coverage
VerityGives charitable donation matching program to support the causes important to our employees