Financial Client Success Specialist

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HireBoost

SiteLinkedInTodas as Vagas

1 - 10 funcionários

Fundada em 2021

🎯 Recrutamento

🤝 B2B

👥 RH Tech

Recruitment • B2B • HR Tech

HireBoost é uma plataforma de recrutamento que ajuda empresas a fortalecer suas equipes remotas ao contratar talentos de alto nível na América Latina. Ao aproveitar uma rede de profissionais altamente qualificados, a HireBoost permite que as empresas reduzam custos operacionais e melhora a experiência de contratação tanto para candidatos quanto para clientes. A plataforma tem foco em facilitar colaboração e comunicação fluidas, garantindo que as empresas se conectem com profissionais que atendam às suas necessidades técnicas e culturais, além de oferecer uma excelente experiência ao candidato.

Descrição

• Own the end-to-end onboarding experience for every new client • Establish each client's goals during onboarding and use it as the foundation of the relationship throughout their membership • Contact every client personally once a month via a structured Zoom call • Resolve 80% of client problems live on the call; ensure the remaining 20% leave the call with a documented next step and deadline • Actively encourage clients to take action, join calls, build positions, and stay engaged with the community • Lead renewal conversations with every client approaching their contract end date, presenting the value of continued membership and securing re-commitment. • Handle renewal objections using structured frameworks (price concerns, performance doubts, time constraints) • Collect NSS (Net Satisfaction Score) at 90 days post-onboarding and quarterly thereafter, with qualitative follow-up on every response • Identify referral-ready clients after their first documented big win and initiate the referral conversation • Source and develop case study candidates from high-satisfaction clients each quarter • Maintain a real-time Client Success dashboard in Airtable • Review the CS dashboard weekly to identify at-risk clients and propose recovery plans • Represent the client voice in weekly leadership meetings • Answer client questions and provide resources and support as needed in Discord • Maintain documented SOPs and training materials for all core CS workflows

🎯 Requisitos

• 3+ years in client success, account management, or relationship management serving high-net-worth clients preferably in investing, financial services, real estate or other finance institutions • Sales acumen, high ticket selling or account retention in a high-touch environment is preferred • Coachable on content: you do not need deep investing knowledge but you need to learn the program quickly and speak about it credibly • Demonstrated ability to handle difficult conversations with composure, managing frustrated, emotionally charged clients without getting defensive • Naturally execution-oriented: you find genuine satisfaction in following a system well, hitting your numbers, and owning every detail • You solve problems yourself before escalating, you follow through on every promise, and you hold yourself to the standard you set for others • Experience with navigating TradingView, brokerages (Fidelity, Robinhood, IBKR, Coinbase or similar), Discord, Airtable. • Must be an english native speaker or have a C2(Advanced) English level.

🏖️ Benefícios

• Remote: From anywhere in USA or Canada