Enterprise Customer Success Analyst, Contract

🔥 6 minutes ago

🌐 United States, Canada – Remote

🇺🇸 United States – Remote 🇨🇦 Canada – Remote

⛰️ Colorado, Connecticut, +20 more states – Remote

⛰️ Colorado – Remote 🦌 Connecticut – Remote 🐊 Florida – Remote 🌪️ Kansas – Remote 🐎 Kentucky – Remote ⚜️ Louisiana – Remote 🦞 Maine – Remote 🦬 Montana – Remote 🎰 Nevada – Remote 🗽 New York – Remote 🏈 Ohio – Remote 🌪️ Oklahoma – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote ❄️ Minnesota – Remote 🎸 Mississippi – Remote 🏰 Missouri – Remote 🔔 Pennsylvania – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ⚔️ Virginia – Remote

💵 $30 - $40 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Broadridge

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 2007

💼 Consulting

📦 Logistics

🛡️ Insurance

💰 Post-IPO Debt on 2023-08

Consulting • Logistics • Insurance

Broadridge is a global technology leader providing expert solutions for the financial services industry. With over five decades of experience, Broadridge helps asset management firms, institutional investors, and various financial services providers manage operational risk, enhance investor communications, and simplify portfolio and regulatory management. The company offers services across areas such as capital markets, consumer finance, insurance, and telecom, focusing on streamlining client and customer communications, data management, and analytics to optimize business operations and compliance. Broadridge is renowned for its innovative technology solutions that drive business transformation and operational efficiency for its clients, aiming to improve financial and corporate governance, investor insights, and communication strategies.

📋 Description

• Build trusted relationships with enterprise program administrators and key stakeholders • Lead client meetings and program reviews with agendas, insights, recommendations, and documented follow-through • Translate usage metrics, performance reporting, and client feedback into strategies that improve adoption, engagement, and outcomes • Plan and coordinate service delivery aligned with client priorities and operational commitments • Partner with Sales and internal teams to demonstrate platform and support-service value and identify expansion opportunities • Serve as a central point of contact for client inquiries, service incidents, and technical escalations • Manage inquiries through Salesforce case management and maintain accurate records and timely updates • Investigate issues by reviewing configurations and workflows, testing scenarios, and reproducing reported behavior • Distinguish product defects from configuration issues, expected functionality, and training needs • Create actionable Jira tickets with reproduction steps, expected and actual results, evidence, and business impact • Partner with Support, Product, and Engineering to progress issues and confirm resolutions • Identify recurring issues and introduce proactive support, education, and process improvements • Deliver live training for home-office administrators and end users • Explain platform functionality and website, email, and social media marketing concepts • Maintain client documentation, stakeholder information, program details, meeting notes, and action plans • Lead cross-functional initiatives or projects and improve service delivery, documentation, training, and client experience

🎯 Requirements

• Bachelor’s degree preferred, or equivalent combination of education and relevant work experience • 5+ years of experience in Customer Success, Account Coordination, Account Management support, Client Services, Implementation, or a similar customer-facing role • Experience supporting a book of business in a SaaS, technology, digital marketing, or financial services environment • Experience coordinating client onboarding, training, implementation, or ongoing account support activities • Experience working cross-functionally with Sales, Delivery, Support, and other internal teams • Experience with digital marketing platforms, financial services technology, wealth technology, or compliance-related solutions is an asset • Experience supporting clients in the wealth management, advisor, or home office space is strongly preferred • Strong communication and presentation skills • Strong troubleshooting and problem-solving skills • Strong project coordination and follow-through • Ability to assess issue severity, prioritize effectively, and manage multiple workstreams at once • Strong attention to detail and documentation discipline • Ability to work independently with minimal oversight • Strong analytical thinking and ability to identify trends, risks, and process improvement opportunities

🏖️ Benefits

• Remote/home-office work arrangement • Inclusive and collaborative workplace • Equal employment opportunities • Reasonable accommodations during the application and hiring process