Financial Client Success Specialist

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🕒 April 6

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HireBoost

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2021

🎯 Recruiter

🤝 B2B

👥 HR Tech

Recruitment • B2B • HR Tech

HireBoost is a recruitment platform that helps companies enhance their remote teams by hiring top talent in Latin America. By leveraging a network of highly qualified professionals, HireBoost enables businesses to save on operational costs and improves the hiring experience for both candidates and clients. The platform focuses on facilitating smooth collaboration and communication, ensuring that companies can connect with professionals who meet their technical and cultural needs while also providing a great candidate experience.

📋 Description

• 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

🎯 Requirements

• 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.

🏖️ Benefits

• Remote: From anywhere in USA or Canada