Client Success Manager

$70,000 - $121,000/Yr

Gen Ii Management - New York, NY

posted 2 months ago

Full-time - Mid Level
New York, NY
Professional, Scientific, and Technical Services

About the position

The Client Success Manager at Gen II Management LLC will play a pivotal role in ensuring the successful onboarding and ongoing satisfaction of clients using the Sensr Portal, a reporting platform tailored for private equity. This position is integral to the Customer Success Team, where the manager will collaborate closely with clients and internal Client Service Teams to facilitate a seamless implementation process. The primary focus will be on building strong relationships with clients, ensuring they are well-acquainted with the platform, and gathering valuable feedback to relay to the product team for future enhancements. In this role, the Client Success Manager will be responsible for managing the overall relationship with assigned clients. This includes overseeing their onboarding, implementation, and training processes, while also working to increase product adoption and deliver added value. The manager will act as a trusted advisor, helping clients derive maximum value from Gen II's products and services, thereby ensuring high levels of customer satisfaction and retention. Additionally, the Client Success Manager will maintain and develop customer success strategies and best practices, as well as create customer support content in collaboration with other internal teams. Effective communication with both internal and external senior-level management will be essential to understand customer needs, maximize retention and growth, and share insights learned from client interactions. The role also involves maintaining existing customer success metrics and data as directed, ensuring that the company continues to meet and exceed client expectations.

Responsibilities

  • Own overall relationship with assigned clients, managing their onboarding, implementation, training, and increasing adoption.
  • 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 both internal and external senior-level management to understand customer needs and maximize retention and growth.
  • Maintain existing customer success metrics and data as directed.

Requirements

  • Bachelor's degree
  • 2-5 years' experience in the financial services software industry
  • Experience working on a SaaS solution, specifically private equity reporting portals
  • Knowledge of private equity is a plus
  • Experience with implementing large data sets on software
  • Familiarity with Private Equity metrics and other Fintech solutions
  • Strong project management skills
  • Technical knowledge and business acumen
  • Ability to learn on-the-job quickly and apply learning to recommend solutions
  • 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.

Nice-to-haves

  • Experience in equity research
  • Familiarity with financial software
  • Knowledge of EPA Type II standards

Benefits

  • Competitive salary
  • Discretionary bonus
  • Comprehensive benefits package
  • Opportunities for personal and professional career development
  • Great working environment
  • Hybrid work schedule (2 days in office, 3 days remote)
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