Customer Success Manager

The Client Success Manager role supports our network of distribution partners within the financial services sector. The successful candidate will be responsible for managing relationships with service facilitators, resellers, data vendors, platform providers, and other strategic partners to ensure seamless content distribution, compliance, and collaborative growth.Significant opportunities for growth and career advancement based on performance.
Key Responsibilities
Develop a deep understanding of your clients, including their objectives, needs, and working stylesDrive adoption of products/services Monitor usage data to target inactive usersMaintain accurate users lists that reflect active usersSeek opportunities for growth, specifically with user adds, within existing accountsServe as the product expert for services within your client baseConduct product trainingsAssist with inbound product and research related questionsPartner with Product to ensure client feedback is integrated into product enhancement roadmapsPartner with Marketing on campaign strategies within existing accounts
Skills, Knowledge and Expertise
1-2 years of experience in Customer Success, Account Management, or a related customer-facing rolePrevious experience servicing Wealth Management accounts is highly preferredPrevious experience in a Research environment is highly preferred Hands-on experience with CRM tools (preferably Salesforce) Collaborative work ethic and a goal driven individual Excellent communication and interpersonal skills with the ability to build rapport and trust with clients and internal teamsA customer-centric mindset with a passion for helping clients succeedAbility to prioritize tasks and manage multiple client requestsStrong problem-solving skills and a proactive approach to addressing client challenges.
Benefits
20 days of Vacation8 Sick Days1 paid volunteer day10-11 Holidays a yearHealth, Dental, & Vision InsuranceCompany paid Life & Disability Insurance Competitive PayAnnual Performance Bonus The base salary range for this position is $55,000 - $70,000. Compensation is determined by factors including experience, skills, and business needs. This role is also eligible for an annual performance bonus and a comprehensive benefits package.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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