Client Success Manager - Financial Services
Posted 2026-05-05
Remote, USA
Full-time
Immediate Start
- Job Description:
- 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.
- 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.
- Requirements:
- 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:
- 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