Client Success Manager
New
United States, Eastern Timezone / Central TimezoneFull-TimeMiddle
Salary90,000 - 105,000 USD per year
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Job Details
- Experience
- 3 to 5 years
- Required Skills
- SQLAccount ManagementCustomer Success
Requirements
- 3 to 5 years in Customer/Client Success within FinTech/ InvestmentTech
- Strong familiarity with investment management (Asset Owners, Hedge Funds, Private Equity, Consultants strongly preferred).
- Solid understanding of API integrations
- SQL experience strongly preferred
- Comfortable engaging senior stakeholders including COOs, CCOs, and Portfolio Managers.
- Ability to diagnose issues, analyze workflows, and drive solutions.
- Bachelor’s degree in technology, or related field.
Responsibilities
- Lead implementations for new institutional clients and tailor configurations to complex diligence use cases.
- Monitor engagement, anticipate client needs across reporting cycles, and drive strong renewal outcomes.
- Become a subject-matter expert on DiligenceVault capabilities including RFP, DDQ, and workflow automation.
- Advise clients on API integrations and data connectivity.
- Manage renewals and partner with the Account Management Team to identify expansion and upsell opportunities.
- Translate client feedback into actionable insights for our Product and Engineering teams.
- Deliver webinars, training, and best-practice sessions to promote adoption and community engagement.
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