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Client Success Manager
hace 1 mes
We're a company that's revolutionizing the fund industry with our digital-native fund operations. Our mission is to be our clients' digital native partner, providing simple, transparent, and integrated fund operations that empower alternative investment managers to focus on their core business.
We achieve this by providing innovative technology and unparalleled service to streamline our clients' fund operations, ensuring efficiency, compliance, and scalability. As a product-led company, we're dedicated to continuous improvement and customer satisfaction.
About the RoleWe're 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.
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 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 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.
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 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.
- Serve as the primary point of contact for assigned clients, building strong, lasting relationships.
- Track the progress of client requests and provide regular updates to clients.
- Ensure all client deliverables are met within agreed timelines and to the highest standards of quality.
- Maintain and update calendar of client deliverables.
- Maintain a deep understanding of our digital fund operations platform and its capabilities.
- Identify best practices and cooperate with product development to iterate on fundcraft's operating standards.
- Keep clients informed of new platform features and updates of new product delivery practices.
- Gather client feedback and provide insights, recommendations, and solutions to maximize client satisfaction and platform utilization.
- Act as a trusted point of contact to clients, ensuring they derive the maximum value from our products.
- Monitor client health metrics and address any issues or concerns promptly.
- Work closely with sales, marketing, product, and support teams to ensure a cohesive client experience.
- Assist in the development of client success materials, such as guides, FAQs, and training resources.
We're looking for a candidate with a degree in Business, Finance, or Law, or equivalent by experience. The ideal candidate will have 3-5 years of experience in a similar position, with strong project management skills, excellent communication and leadership abilities, and a digital-first mindset.
Fluency in English is required, with French, German, or Spanish being a plus.
Why Join UsJoin a culture that celebrates creativity and welcomes innovative, disruptive ideas. Immerse yourself in a fast-paced, diverse workplace. Enjoy an attractive compensation package and work in a comfortable, ergonomic environment within our spacious, modern offices located conveniently in the heart of Girona.
