23 feb
Sin nombre
Estado de México
About the Role: As a Client Success Manager (L3), you play a critical role in establishing and maintaining long-term relationships with a portfolio of clients, ensuring they fully utilise fundcraft's platform to achieve their operational goals.
Acting as the primary point of contact, you manage all client needs and inquiries, providing expert support and guidance.
You also function as a project manager, coordinating client requests and directing them to the relevant expert departments, such as Transfer Agency (TA), Accounting, Compliance, and others, ensuring seamless and timely service delivery.
In addition to maintaining these relationships, you are responsible for onboarding new clients, guiding them through the migration process,
conducting platform training, and ensuring a smooth transition.
Your exceptional communication and project management skills, along with a strong understanding of financial services, allow you to anticipate client needs and deliver a consistently high level of service, ensuring long-term client satisfaction and success.
This position is based in Girona, Spain and reports directly to the Head of Client Success (L4).
Key Responsibilities: Oversee the Client Mailbox's adherence to response timelines.
Address escalated issues from Client Success Senior Associate and ensure resolutions are effectively communicated to clients.
Develop scalable and automated client communication strategies in collaboration with the Product Development department, focusing on high-impact areas.
Define and standardise processes for scheduling and conducting client meetings, ensuring they align with overall client success goals.
Spearhead efforts to automate repetitive tasks and client communication workflows,
liaising with the Product Development department to implement advanced solutions.
Review Client Success Senior Associate updates on deliverables, analyse risks, and propose strategic adjustments to meet objectives.
Identify gaps in company-wide data structures, propose improvements, and coordinate with relevant departments to ensure alignment.
Lead discussions with Product Development based on client feedback, advocating for enhancements that improve satisfaction and platform utilisation.
Minimum Requirements: 5+ years of experience as a Customer Success Manager, with a proven track record of exceeding customer expectations and delivering positive outcomes.
5+ years of experience in the fund industry.
Expertise in managing high-value, complex accounts and enterprise-level clients.
Successful project leadership, including implementations, upgrades, and renewals.
Proven ability to collaborate across teams, including sales, marketing, product, and engineering.
Strong knowledge of customer success best practices, such as customer journey mapping.
Join a culture that celebrates creativity and welcomes innovative, disruptive ideas, empowering you to make a real impact.
Immerse yourself in a fast-paced, diverse workplace where you'll have the chance to collaborate and learn from specialists across various fields, fostering personal and professional growth.
Embrace automation and seamless tech integration in your workflows, while our platform boosts operations through tech leverage, ensuring you stay ahead of the curve and updated with new technologies.
Work in a comfortable, ergonomic environment within our spacious,
modern offices located conveniently in the heart of Girona, just minutes away from the train station where you can enjoy daily fresh fruit and coffee!
Monthly afterworks organised by the company to unwind and strengthen team connections.#J-18808-Ljbffr
Muestra tus habilidades a la empresa, rellenar el formulario y deja un toque personal en la carta, ayudará el reclutador en la elección del candidato.