Client Success Manager

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Simply Wall St

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

💳 Fintech

💰 Venture Round on 2017-06

Finance • Fintech

Simply Wall St is an all-in-one platform designed for long-term stock investors to enhance portfolio management, streamline research, and discover promising stocks. Trusted by over 7 million users, it offers tools like a stock screener, portfolio analysis, visual stock reports, and curated investing ideas to build and protect wealth. It emphasizes an objective and independent approach to investing while providing comprehensive insights into companies' performance, risks, and growth forecasts. Simply Wall St aims to support investors by delivering critical insights and tools for effective decision-making in stock investments.

📋 Description

• Coordinate with the Editorial team, and external writers, analysts, and content creators to ensure content progresses through review and publication on schedule. • Action client feedback and ensure revisions are implemented prior to publication • Track campaign timelines and proactively follow up on outstanding deliverables • Support the timely delivery of partner campaigns across all publishing channels • Act as the business owner and administrator of the Kevel ad platform — the go-to person for anything Kevel-related. • Set up, traffic, manage, and remove campaigns and ad placements. • Maintain platform hygiene: naming conventions, configurations, flight dates, and inventory. • Troubleshoot delivery and serving issues, and act as the point of contact for internal teams needing platform support. • Document processes and keep platform knowledge current as campaigns and requirements evolve. • Prepare monthly campaign performance reports. • Compile campaign metrics and client-ready reporting presentations. • Support post-campaign analysis and documentation. • Assist with the preparation of sales decks, proposals, and client presentations. • Help maintain sales collateral, case studies, and marketing materials. • Support the team with administrative and operational tasks as required.

🎯 Requirements

• You have high capacity - comfortable owning a heavy, varied admin workload without dropping detail. • You have strong written and verbal communication - a genuine enjoyment of writing is a real plus. • You are familiar with ad-serving platforms (e.g. Kevel) or a fast aptitude to learn one and own it. • You are familiar with CMS platforms and email marketing tools is advantageous. • Experience with Braze or similar marketing automation software is desirable. • Experience in financial markets and investing is a bonus, but not a must-have. • You are adaptable, self-driven and able to manage multiple priorities in a fast-paced environment.

🏖️ Benefits

• Flexible Remote Working: Work where you are most productive; • Simply Stop: Time is one of the most valuable commodities, so we stop working early on Fridays; • Share Club: We provide a subscription to SWS, cash for you to invest & regular sessions to discuss stocks and investment ideas; • Parental Leave Policy: With a supportive return to work option; • Learning & Development Fund: We invest in your growth; • Team Events & Hackathons: An opportunity for everyone to come together and push what is possible.