Client Success Manager

Key Responsibilities

• Post-Onboarding Client Management
• Conduct regular check-in meetings with clients to assess their needs and satisfaction.
• Maintain comprehensive client records and notes in our CRM system.
• Monitor client accounts for data quality issues and promptly address any discrepancies.
• Provide training to end user groups to ensure deep product understanding and adoption.
• Track and analyze factors influencing client churn and work to mitigate risks.
• Manage client renewal processes, ensuring timely discussions and contract updates.

Account Growth and Expansion

• Identify opportunities for contract expansion across new feature sets and/or broader firm adoption.
• Proactively identify and escalate client feature requests to the relevant teams.

Client Communication

• Keep clients informed about product updates, enhancements, and new features.
• Foster and maintain strong, long-term relationships with clients.

Skills, Knowledge And Expertise

• Have a bachelor's degree in business, finance, or a related field.
• Have 3+ years of experience managing client relationships.
• Possess exceptional communication and interpersonal skills.
• Posses strong problem-solving abilities and attention to detail.
• Have the ability to work collaboratively in a fast-paced, dynamic environment.

Bonus Points

• If You Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field.
• Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s.
• Know SQL or want to learn.
• Have taken finance or accounting courses.