Client Success Manager - Financial Services

Job not on LinkedIn

May 8

🌵 Arizona – Remote

Although this job is listed in Arizona, this company may be open to hiring remote in other states.

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

+14 more states

🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🐊 Florida – Remote 🌽 Illinois – Remote 🌾 Nebraska – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote ❄️ Minnesota – Remote 🔔 Pennsylvania – Remote 🤠 Texas – Remote ⛷️ Utah – Remote ⚔️ Virginia – Remote 🧀 Wisconsin – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

Apply Now

Receive Emails with Similar Jobs

Advyzon

WebsiteLinkedInAll Job Openings

Finance • Fintech • Software

Advyzon is a comprehensive platform designed for Registered Investment Advisors (RIAs) to manage and scale their firms effectively. The platform offers a range of tools including portfolio management, client reporting, billing, CRM, and secure document management, streamlining daily operations and enhancing client interactions. With a strong focus on exceptional technology and unmatched service, Advyzon aims to revolutionize the financial services industry, making it easier for advisors to cater to their clients' needs while maintaining high client retention and satisfaction.

51 - 200 employees

Founded 2012

💸 Finance

💳 Fintech

📋 Description

• We’re seeking a Client Success Manager to join our team! • You will be responsible for managing key relationships and helping drive product adoption among new users that join our platform. • Develop processes to monitor all on-boarding projects while developing new client relationships during product implementation stage. • Help drive product adoption, share best practices and implement growth and optimization strategies for maximum value and success within customer user base. • Engage external client users in formal training settings and provide expert day-to-day servicing on all product aspects. • Contribute to product research, service-improvement initiatives, and other projects as needed as well as provide feedback to the software development team for technical-related product enhancements.

🎯 Requirements

• Financial Services: Finance, Accounting, Economics, or Information Systems degrees preferred. • (Two years or more experience in the Financial Services…). • Previous work experience in the Financial Services / Finance industry is a plus. • Hold a deep understanding of investment management and/or financial services in order to anticipate the context of user’s needs. • Aptitude and willingness to gain complete knowledge of software capabilities in order to provide excellent service to platform users. • The ability to prioritize tasks based on the needs of the business and switch gears quickly while maintaining strong attention to detail. • Strong customer support focus and the ability to exercise sound professional judgement while working with both external users, and internal operational and finance technical teams. • Proven organizational skills, and the keen ability to understand and juggle different business priorities that provide the most value to the organization. • Proficient skills in Microsoft Excel.

🏖️ Benefits

• Healthcare coverage starting at $0 out of pocket for individuals • HSA with annual company contribution ($200/individual, $350/family) • Vision and Dental offered • Deep discounts on supplemental plans (LTD, Critical illness, Hospital stay and Accident) • $50K life and AD&D coverage at no charge • 401K with 100% match for first 3% and 50% match for the next 2% contributed (up to a 5% match) • Unlimited PTO policy