Client Success Manager

Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of people, process, and technology. With over $1 trillion in private fund capital assets under administration and offices in the US and Europe, Gen II offers opportunities for growth, innovation, and community.

About the role

This role will be responsible for the onboarding, customer success, and solution best practices for Gen II’s reporting portal platform, Sensr Portal. As a member of Sensr’s Customer Success Team, you will be an integral part of client implementation, working closely with clients and Gen II’s Client Service Teams. You will build strong client relationships, ensure platform comfort, and gather feedback for future enhancements.

Responsibilities

• Own overall relationship with assigned clients, including onboarding, implementation, training, adoption, retention, and satisfaction.
• Train internal teams on new product features and advocate for Sensr Portal.
• Establish trusted advisor relationships to drive continued value of products and services.
• Maintain and develop customer success strategies, best practices, and support content in collaboration with internal teams.
• Communicate effectively with senior-level management to understand customer needs, maximize retention, and share learnings.
• Maintain customer success metrics and data as directed.
• Identify process inefficiencies, propose solutions, and enhance team efficiency.
• Identify product gaps, communicate client needs, and collaborate with the product team for testing and improvements.

Requirements

• Bachelor’s degree minimum.
• 3 to 5 years’ experience in the fintech software industry.
• Experience with SaaS solutions, ideally private equity reporting portals.
• Private equity knowledge required.
• Experience implementing large datasets on SaaS platforms and familiarity with data extraction.
• Familiarity with private equity metrics and other fintech solutions.
• Technical knowledge and business acumen.
• Ability to learn quickly, adapt to changes, and apply solutions to issues.
• Strong attention to detail, project management, and problem-solving skills.
• Ability to prioritize, multitask, and meet deadlines independently.
• Extensive Microsoft Excel skills.
• Exposure to Claude AI project creations.

Pay

The salary range for this position is $70,000 - $121,000, in addition to a discretionary bonus and comprehensive benefits package. Actual salary offered will depend on the candidate’s experience level.

Schedule

All US employees are required to work a hybrid schedule: three (3) days a week in the office and two (2) days remotely.