Client Success Manager – Sensr Analytics and Databridge

About the role

This role will be responsible for the onboarding, customer success and solutioning for Gen II’s proprietary performance & attribution and data platforms, Sensr Analytics and Databridge. As a member of Sensr’s Client Success Team, you will be an integral part of client implementation, working closely with our clients and Gen II’s Client Service Teams. In addition, as an expert on the application, you will build strong relationships with our clients, ensure they are comfortable on the platform and gather feedback to share with the product team for future enhancements.

Responsibilities

• Own overall relationship with assigned clients, which includes managing their onboarding, implementation, training, increasing adoption and value add, ensuring retention, and high levels of customer satisfaction.
• Establish a trusted and strategic advisor relationship to help drive continued value of our products and services.
• Maintain and develop customer success strategies and best practices, as well as customer support content.
• Communicate effectively with end-users to understand customer needs, manage expectations, handle & escalate risk and communicate statuses.
• Maintain existing customer success metrics and data as directed.

Requirements

• 2+ years client facing experience. Instill a sense of urgency, track and deliver on client deliverables.
• 2+ years fintech/financial services experience (SaaS, Technology Services or Software industry).
• Advanced Excel skills.
• Bachelor’s degree. Finance (Accounting, Finance, Economics) and/or STEM degree.
• Fund accounting (ideally Private Equity) experience.
• Familiarity with performance analysis (e.g. IRR, TVPI/MOIC).
• Project management skills.
• Technical implementations/onboarding experience.
• AI experience.
• Experience with data mapping.
• Strong written and verbal communication skills.
• Ability to learn on-the-job quickly, apply learning to recommend solutions to issues.
• Ability to quickly adapt to changes in processes and procedures in a rapidly changing environment.
• Strong attention to detail and accuracy.
• Superior problem solving, judgement and decision-making skills.
• Ability to think independently, prioritize, multi-task and meet deadlines.
• Extensive Microsoft suite skills - Excel, Word, Visio, PowerPoint, and Outlook.

Qualifications

• Required: 2+ years client facing experience.
• Required: 2+ years fintech/financial services experience (SaaS, Technology Services or Software industry).
• Required: Advanced Excel skills.
• Preferred: Bachelor’s degree. Finance (Accounting, Finance, Economics) and/or STEM degree.
• Preferred: Fund accounting (ideally Private Equity) experience.
• Preferred: Familiarity with performance analysis (e.g. IRR, TVPI/MOIC).
• Preferred: Project management skills.
• Preferred: Technical implementations/onboarding experience.
• Preferred: AI experience.
• Preferred: Experience with data mapping.
• Preferred: Strong written and verbal communication skills.
• Preferred: Ability to learn on-the-job quickly, apply learning to recommend solutions to issues.
• Preferred: Ability to quickly adapt to changes in processes and procedures in a rapidly changing environment.
• Preferred: Strong attention to detail and accuracy.
• Preferred: Superior problem solving, judgement and decision-making skills.
• Preferred: Ability to think independently, prioritize, multi-task and meet deadlines.
• Preferred: Extensive Microsoft suite skills - Excel, Word, Visio, PowerPoint, and Outlook.

Skills

• Client facing experience.
• Fintech/financial services experience.
• Advanced Excel skills.
• Bachelor’s degree. Finance (Accounting, Finance, Economics) and/or STEM degree.
• Fund accounting (Private Equity).
• Performance analysis (IRR, TVPI/MOIC).
• Project management skills.
• Technical implementations/onboarding experience.
• AI experience.
• Data mapping.
• Written and verbal communication skills.
• Learning on-the-job quickly.
• Adapting to changes in processes.
• Attention to detail.
• Problem solving, judgement and decision-making skills.
• Independent thinking, prioritization, multi-tasking.
• Microsoft suite skills - Excel, Word, Visio, PowerPoint, and Outlook.

Benefits

The salary range for this position is $70,000 - $121,000, in addition to a commission plan and comprehensive benefits package. Please note that the actual salary offer within that range will depend on the candidate’s experience level.

Pay

$70,000 - $121,000

Schedule

Hybrid schedule, comprised of three (3) days a week in our office and two (2) days remotely.