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Client Success Manager (Pacific)

Posted 11 days agoViewed

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💎 Seniority level: Manager, 1-3 years

💸 Salary: 70000.0 - 80000.0 USD per year

🏢 Company: Passthrough👥 11-50💰 $10,000,000 Series A about 2 years agoFinancial ServicesFinanceFinTechSoftware

⏳ Experience: 1-3 years

Requirements:
  • 1-3 years as a Client Success Manager
  • Possess a proactive and inquisitive nature, with a strong inclination to be helpful
  • Exceptionally detail-oriented when managing VIP/Enterprise clients
  • Proficient communicator adept at engaging with senior executives (C-suite, partners, etc.), capable of effectively maneuvering through ambiguity in a rapidly evolving startup environment
  • Proficient in fund formation processes, including structuring and regulatory compliance
Responsibilities:
  • Ensuring that our client engagements are successful for our customers, their investors, lawyers, and fund administrators
  • Owning the client relationship from the sales hand-off to go-live to closing
  • Seeking customer feedback about how we can improve our product
  • Ensuring error-free client onboardings
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