Fundcraft Holdco Client Success Manager
hace 4 semanas
We're revolutionizing the fund industry with digital-native fund operations. Our mission is clear: to be our clients' digital native partner, providing simple, transparent, and integrated fund operations. We empower our clients with innovative technology and unparalleled service to streamline their fund operations, ensuring efficiency, compliance, and scalability.
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. 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 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:
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.
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