24/8/2024 Client Success Manager
hace 3 semanas
.About the company:Join the exciting journey at fundcraft, where we're revolutionizing the fund industry providing digital-native fund operations. Our mission is clear: to be our client's digital native partner, providing simple, transparent and integrated fund operations empowering alternative investment managers to focus on their core business.We empower our clients with innovative technology and unparalleled service to streamline their fund operations, ensuring efficiency, compliance, and scalability. As a product-led company, we are dedicated to continuous improvement and customer satisfaction.We are seeking a highly skilled and motivated Client Success Manager to join our Product Delivery team. The ideal candidate will have a strong background in Client management, Project management, or a similar role, combined with excellent communication skills and a digital-first mindset, to ensure our clients receive top-tier operations support.About the role:The Client Success Manager will play a critical role in building and maintaining robust, long-term relationships with a portfolio of clients and ensuring the smooth delivery of our product. This role involves acting as the primary point of contact for all assigned client needs and inquiries, helping clients fully utilize the fundcraft platform and managing all their requests efficiently.The Client Success Manager will act as a project manager, coordinating client requests and distributing them to the relevant expert units such as Transfer Agency (TA), Accounting, Payment, Corporate Secretary, Compliance, Marketing & Distribution, Portfolio Management and Risk & Valuation.In addition to sustaining client relationships, the Client Success Manager will also be responsible for the successful onboarding of new clients, including performing platform training, coordinating the migration process and serving as their primary point of contact for all needs and inquiries. The ideal candidate will have a good understanding of financial services, exceptional communication and project management skills, and a passion for client success.This is a position based in Spain and reporting directly to the Head of Operations (L4).Key Responsibilities:- Lead the product onboarding process for new clients, ensuring a smooth transition from sales to product delivery.- Conduct comprehensive onboarding sessions, including platform training and best practices.- Collaborate with internal teams (e.G., Product Delivery, Product Development, Engineering, Help Desk & Support) to ensure all client requirements are met.- Act as a project manager for all client requests, ensuring timely and accurate distribution to relevant expert units such as Transfer Agency (TA), Accounting, Payment, Corporate Secretary, Compliance, Marketing & Distribution, Portfolio Management and Risk & Valuation
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Client Success Manager |
hace 4 semanas
Oña, España Fundcraft Holdco A tiempo completo.About fundcraft:Join the exciting journey at fundcraft, where we're revolutionizing the fund industry providing digital-native fund operations.Our mission is clear: to be our client's digital native partner, providing simple, transparent and integrated fund operations empowering alternative investment managers to focus on their core business.We empower our...
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Client Success Manager
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Oña, España Fundcraft A tiempo completo.About the company: Join the exciting journey at fundcraft, where we're revolutionizing the fund industry providing digital-native fund operations. Our mission is clear: to be our client's digital native partner, providing simple, transparent and integrated fund operations empowering alternative investment managers to focus on their core business.We empower...
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Client Success Manager
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Oña, España Fundcraft Holdco S.Ar.L A tiempo completoAbout fundcraft: Join the exciting journey at fundcraft, where we're revolutionizing the fund industry providing digital-native fund operations.Our mission is clear: to be our client's digital native partner, providing simple, transparent and integrated fund operations empowering alternative investment managers to focus on their core business.We empower our...
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Client Success Manager
hace 1 mes
Oña, España Fundcraft A tiempo completoAbout the company:Join the exciting journey at fundcraft, where we're revolutionizing the fund industry providing digital-native fund operations. Our mission is clear: to be our client's digital native partner, providing simple, transparent and integrated fund operations empowering alternative investment managers to focus on their core business.We empower...
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Oña, España Fundcraft Holdco A tiempo completo.About fundcraft:Join the exciting journey at fundcraft, where we're revolutionizing the fund industry by providing digital-native fund operations. Our mission is clear: to be our client's digital native partner, providing simple, transparent, and integrated fund operations empowering alternative investment managers to focus on their core business.We empower...
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Client Success Manager |
hace 4 semanas
Oña, España Fundcraft Holdco A tiempo completoAbout fundcraft:Join the exciting journey at fundcraft, where we're revolutionizing the fund industry by providing digital-native fund operations. Our mission is clear: to be our client's digital native partner, providing simple, transparent, and integrated fund operations empowering alternative investment managers to focus on their core business.We empower...
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Client Success Manager |
hace 4 semanas
Oña, España Fundcraft Holdco A tiempo completoAbout fundcraft:Join the exciting journey at fundcraft, where we're revolutionizing the fund industry providing digital-native fund operations.Our mission is clear: to be our client's digital native partner, providing simple, transparent and integrated fund operations empowering alternative investment managers to focus on their core business.We empower our...
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Client Success Senior Associate
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Oña, España Fundcraft A tiempo completo.About The CompanyJoin the exciting journey at fundcraft, where we're revolutionizing the fund industry providing digital-native fund operations. Our mission is clear: to be our client's digital native partner, providing simple, transparent and integrated fund operations empowering alternative investment managers to focus on their core business.We empower...
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Client Success Senior Associate
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Oña, España Fundcraft Holdco S.Ar.L A tiempo completoAbout the company: Join the exciting journey at fundcraft, where we're revolutionizing the fund industry providing digital-native fund operations.Our mission is clear: to be our client's digital native partner, providing simple, transparent and integrated fund operations empowering alternative investment managers to focus on their core business.We empower...
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Client Success Senior Associate
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Client Success Senior Associate
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Oña, España Fundcraft A tiempo completoAbout The CompanyJoin the exciting journey at fundcraft, where we're revolutionizing the fund industry providing digital-native fund operations. Our mission is clear: to be our client's digital native partner, providing simple, transparent and integrated fund operations empowering alternative investment managers to focus on their core business.We empower our...
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Client Success Senior Associate
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Oña, España Fundcraft A tiempo completoAbout the company: Join the exciting journey at fundcraft, where we're revolutionizing the fund industry providing digital-native fund operations. Our mission is clear: to be our client's digital native partner, providing simple, transparent and integrated fund operations empowering alternative investment managers to focus on their core business.We empower...
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