Linedata Services - Boston, MA
posted 2 days ago
Boston, MA
Professional, Scientific, and Technical Services
About the position
As a member of the Client Services Team, the Client Success Manager will ensure our clients' satisfaction and success by building strong relationships, understanding their needs, and driving the adoption and optimization of our financial software solutions. This role requires a proactive, client-focused individual who can effectively communicate, strategize, and collaborate with internal and client teams to deliver measurable outcomes.
Responsibilities
- Proactively understand clients' business goals and objectives, including both short and long-term initiatives, and align our software solutions to meet their needs.
- Support clients through onboarding, implementation, and ongoing adoption of the software.
- Monitor client usage and engagement metrics, identifying opportunities for optimization and upsell.
- Conduct regular check-ins, reviews, and feedback sessions with clients to assess satisfaction and address any concerns.
- Act as a subject matter expert on the financial software platform, staying up-to-date with product updates and industry trends.
- Collaborate with internal teams, including product, support, and sales, to advocate for client needs and deliver solutions.
- Develop and deliver customized training sessions, webinars, and documentation to support client education and usage.
- Track and report on key performance metrics related to client success, such as retention rates, software adoption levels, and client satisfaction scores.
- Identify risks of churn and develop strategies to mitigate them, ensuring long-term client retention and growth.
