Client Success Manager

Dynasty Financial Partners - Saint Petersburg, FL

Full-time

Saint Petersburg, FL

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Client Success Manager is a client-facing project management role focused on ensuring client success with the Client Engagement Technology Platform. This position involves working closely with senior executives and internal stakeholders to manage projects, provide training, and support clients in utilizing Salesforce and other technologies effectively. The role requires excellent communication skills and the ability to navigate a fast-paced environment with changing priorities.

Responsibilities

• Daily servicing and support of clients utilizing Salesforce, balancing tactical and strategic project workload.
• Train clients on customized Salesforce instance, DocuSign, and Box solutions.
• Apply best practices to recommendations for technology usage and customization to clients.
• Project/task management of client meeting outcomes and actions.
• Translate business needs from clients into technical requirements for execution.
• Manage expectations of deliverables with clients related to complex technical projects.
• Work with the Practice Management/other Technology Network Services team members to create and manage both short- and long-term project plans across multiple clients.
• Explain and advise on technology adoption metrics to ensure clients are utilizing tools offered effectively.
• Become subject matter expert on new proprietary technologies as they are developed and released to clients.
• Work with 3rd party resources to divide project effort between internal and external resources, managing project to budget and timeline.
• Communicate client feedback on technologies to product team.
• Keeping informed on technology releases and provide recommendations for new features to incorporate into the system.
• Ability to successfully navigate a fast-paced environment with rapidly changing priorities and complex challenges.

Requirements

• Excellent communication skills to collaborate with internal personnel, vendors, and clients.
• Diligent and detail-oriented.
• Desire to learn and grow with the team, expectation is that a successful candidate will grow into a leadership role.
• Ability to learn new skills and onboard new technology.
• Proficient with Microsoft Office, specifically Excel.
• Understanding of relational databases.
• Salesforce administrator experience preferred.
• Experience with Salesforce Lightning preferred.
• Knowledge of Salesforce triggers, workflows, and process builder preferred.
• Knowledge of SOQL/SQL preferred.
• Experience in Wealth Management/Financial Services space preferred.
• Client Success Management/Business Analyst/Project Management Experience preferred.

Benefits

• Health Insurance
• Dental insurance
• Vision insurance
• Retirement plan 401(k)
• 401(k) matching
• Paid Time Off
• FSA/HSA benefits plans
• Disability benefits
• Voluntary Life Insurance
• Basic Life Insurance