JOB DESCRIPTION

Job #: 7115
Title: Client Success Manager
Job Location: New York City, New York - United States
Employment Type:
Salary: $125,000.00 - $150,000.00 - US Dollars - Yearly
Other Compensation: bonus 20% of base range
Employer Will Recruit From: Local
wealth managemet software, invement and asset management software
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


New Client, but old industry contact client I am submitting to NO INTERNAL RECRUITER

Happy to chat about this role and client-client does not like to see alot of job jumping

 

JOB DESCRIPTION

Client Success Manager

Develop lasting relationships with  clients by providing onboarding, training and support.

Location: New York  City

Our Client is seeking an exceptional Success Associate to join our very talented, outgoing, and fun team in New York. This position is a dynamic and hands-on role that requires working with all parts of the business to deliver the best experience for our clients. This position will be responsible for the day-to-day management of client accounts including support, onboarding, training, as well as developing lasting relationships on an ongoing basis. You will also be responsible for understanding clients’ needs and creating solutions that match their individual requirements. The role is heavily client facing and requires strong interpersonal and organizational skills. Strong analytic skills are required to quickly understand a client’s requirements and create a solution. Knowledge of the financial services industry would be preferred. Additionally, experience with Salesforce.com would make for an ideal candidate.

RESPONSIBILITIES

Onboarding Clients:

  • Lead the implementation/onboarding into our Client’s Solutions

  • Understand a client’s business and customize  our Client’s Solutions  their needs.

  • Create presentations, project plans.

  • Work with the training team to create a unique training experience.

    Support: Post implementation – remain the main point of contact for any support or customization requests.

     

QUALIFICATIONS

Requirements

  • 1-3 years Implementation/Onboarding, Support or Business Analysis Experience.

    Prior Experience in Asset/Investment Management ,Wealth Management Software.

    The ideal candidate will also have had prior experience and understanding of SAAS and SFDC

  • Experience in a client facing role.

  • Excellent interpersonal and organizational skills.

  • Strong analytical skills.

  • Bachelor’s Degree.

  • Detail oriented, disciplined and organized.

  • Someone who gets a kick out of making customers successful.

  • Happy to work in a fast growth, hard working environment.

  • Team Player.

Education:
University - Bachelor's Degree/3-4 Year Degree

APPLY NOW FOR THIS JOB

Our recruiters are currently seeking to fill this position and hundreds like this in our network. If you are a match you'll be contacted with additional details.

We value your privacy and will never share your information with any employer without your consent.

Send your profile and resume to the recruiter who posted this job. You may include a cover letter to introduce yourself.

Cover Letter Text:

5,000 character limit



How can we make this page better for you? Add your suggestions below.