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Senior Associate
hace 2 meses
Fundcraft is a pioneering company in the fund industry, revolutionizing operations with digital-native solutions. Our mission is to empower alternative investment managers by providing simple, transparent, and integrated fund operations, allowing them to focus on their core business.
We strive to be our clients' digital native partner, leveraging 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.
About the Role:The Client Success Senior Associate will play a pivotal role in supporting and executing the seamless delivery of our product to a diverse portfolio of clients. Reporting to the Client Success Manager, this role involves coordinating client requests, assisting with the onboarding process, and ensuring that our clients fully leverage the Fundcraft platform to meet their operational needs.
This role requires strong project management skills, with a proven ability to handle complex deliverables across multiple stakeholders. 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.
Key Responsibilities:- Assist in the product onboarding process for new clients, ensuring a smooth transition from sales to product delivery.
- Support the Client Success Manager in conducting comprehensive onboarding sessions, including platform training and best practices.
- Collaborate with internal teams to ensure all client requirements are met efficiently.
- Coordinate and track client requests, ensuring timely distribution to relevant expert units.
- Serve as a secondary point of contact for assigned clients, building strong, lasting relationships, and communicating regularly to understand their needs, goals, and challenges.
- Monitor the progress of client requests and provide regular updates to clients, conducting regular check-ins to assess satisfaction and identify growth opportunities.
- Ensure all client deliverables are met within agreed timelines and to the highest standards of quality.
- Maintain and update the calendar of client deliverables and ensure accurate record-keeping of client interactions.
- Develop a deep understanding of our digital fund operations platform and its capabilities, providing guidance and insights to clients as needed.
- Assist in gathering client feedback and working with the product development team to drive continuous improvement and maximize client satisfaction and platform utilization.
- Support the creation and maintenance of client success materials, such as guides, FAQs, and training resources.
- Help monitor client health metrics and proactively address any issues or concerns.
- Degree in Business, Finance, Law, or equivalent experience.
- 2-4 years of experience in a similar position or related role.
- Strong project management skills with a proven ability to handle complex deliverables across multiple stakeholders.
- Excellent communication and interpersonal abilities.
- Ability to work collaboratively in a fast-paced, dynamic environment.
- Digital-first mindset with a strong understanding of digital tools and platforms.
- Fluency in English (spoken and written) is required; fluency in French, German, or Spanish is a plus.
- Demonstrate flexibility and adaptability in collaborating with stakeholders, embracing change, and navigating evolving project requirements.
- Be a strong team player who actively listens to colleagues, supports their ideas, and fosters a collaborative environment focused on achieving collective goals.
- Take ownership of tasks and projects with a 'Getting-Things-Done' mindset, proactively proposing solutions, challenging norms, and implementing improvements.
- Provide fast, open, and constructive feedback, acknowledging mistakes, learning from them, and asking for help when needed, promoting a culture of openness and growth.
- Drive results by executing tasks and complex projects, making decisions based on valid arguments, and when necessary, demonstrating the ability to 'Disagree & Commit' for the benefit of the team's objectives.
- Join a culture that celebrates creativity and welcomes innovative, disruptive ideas, empowering you to make a real impact.
- Immerse yourself in a fast-paced, diverse workplace where you'll have the chance to collaborate and learn from specialists across various fields, fostering personal and professional growth.
- Embrace automation and seamless tech integration in your workflows, while our platform boosts operations through tech leverage, ensuring you stay ahead of the curve and updated with new technologies.
- Enjoy an attractive compensation package that recognizes your contributions and dedication to our shared success, rewarding you fairly for your hard work.
- Work in a comfortable, ergonomic environment within our spacious, modern offices located conveniently in the heart of Girona, just minutes away from the train station.
