Client Success Manager

August 2

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FundApps

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Compliance made simple

Position Limits • Compliance • Major Shareholding • Short Selling • Takeover Panel

51 - 200

💰 Private Equity Round on 2021-05

Description

• Ensure clients get the most value from our products and services. • Establish best practices for client success and foster strong relationships. • Recognize clients with growth potential. • Ensure client interactions are accurately recorded in our CRM. • Gather and analyze data to assess client health and mitigate churn risks. • Collaborate with Product and Regulatory Content teams to convey client needs. • Develop expertise in our products and commit to ongoing learning.

Requirements

• At least 2 years in a Client Success or Technical Account Management function, preferably within a financial SaaS or RegTech company. • Strong understanding of client management systems, processes, and metrics. • Experience working with asset managers, hedge funds, pension funds, and/or banks. • Ability to adapt to change quickly and handle a fast-paced, challenging environment. • Ability to quickly learn technical knowledge related to FundApps, including financial instruments, trading terminology, and Shareholding Disclosure and Aggregation methodology. • Excellent written and verbal communication skills coupled with excellent organizational skills and a passionate, dedicated, and solutions-focused attitude.