Account Manager, Customer Success

🕒 Julho 28

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $75.000 - $85.000 / ano

⏰ Tempo Integral

🟢 Júnior

🏆 Sucesso do Cliente

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Anduin Transactions

SiteLinkedInTodas as Vagas

51 - 200 funcionários

💼 Consultoria

📦 Logística

💸 Finanças

Consulting • Logistics • Finance

A Anduin Transactions é uma empresa de tecnologia especializada em revolucionar o processo de integração nos mercados privados para capital de risco, private equity e fundos hedge. Oferecem serviços digitais como extração de dados, subscrição de fundos e gestão de dados de investidores para simplificar e modernizar a captação de recursos e o engajamento de investidores. A plataforma da Anduin permite que gestores de fundos, administradores, investidores e escritórios de advocacia lidem com documentos de subscrição e perfis de investidores de forma eficiente, aprimorando a comunicação e economizando tempo e dinheiro, garantindo ao mesmo tempo o compartilhamento seguro de informações. Com foco em melhorar as relações com investidores e a integração, a Anduin apoia gestores de fundos a comercializar e gerenciar seus fundos de forma eficiente, potencializando sua próxima captação financeira com facilidade e segurança.

Descrição

• Serve as the main point of contact for a portfolio of accounts, ensuring timely responses and a smooth journey from onboarding through renewal. • Guide customers through the product, hosting training sessions and ensuring users are adopting best practices to achieve quick time-to-value. • Regularly monitor usage metrics and health scores. • Prepare and lead regular touchpoints with customer leads to review usage data, share product updates, and ensure alignment with their initial goals. • Partner with Implementation Managers and Digitization Consultants to ensure clients achieve time-to-value quickly and adopt best practices. • Deepen Anduin’s footprint within each account identifying opportunities for renewal, upsell, and cross-sell across product lines. • Build strong relationships across multiple teams within the customer organization to expand Anduin’s value delivery. • Collaborate with Sales and Product to identify reference accounts, case studies, and product champions. • Leverage client feedback to influence product roadmap and prioritize key enhancements. • Collaborate closely with Product, Engineering, and Digitization teams to translate client needs into solutions. • Document learnings and process improvements to support scalability and operational excellence across the CS organization. • Represent the voice of the customer internally driving alignment on priorities and surfacing recurring themes to inform roadmap direction. • Provide administrative and data support for renewal contracts and expansion deals.

🎯 Requisitos

• 1–3 years of experience in Customer Success, Account Management, or Implementation within technology-driven companies, preferably B2B SaaS or software platforms. • Proven track record of driving adoption and growing revenue across a portfolio of accounts. • Excellent communication and relationship management skills, with the ability to influence senior stakeholders. • Strong analytical, problem-solving, and organizational abilities. • Comfortable managing multiple accounts and priorities in a fast-paced, high-growth environment. • Experience collaborating cross-functionally with Sales, Product, and Engineering teams. • Preferred: Experience in Private Markets, Financial Technology, or Legal Technology. • Familiarity with project management tools (Smartsheet, ClickUp) and CRM systems (Salesforce). • Prior experience at a startup or high-growth technology company.

🏖️ Benefícios

• Fully remote work • Professional development opportunities • Flexible work hours