Client Success & Relationship Manager (Analyst - Services)

Asset Vantage; Mumbai; Vor Ort; INR 900.000 - 1.400.000; Vollzeit

Zusammenfassung

Asset Vantage is a fast-growing FinTech platform transforming how family offices and investment professionals manage their investments and data. Our platform brings together investment data across banks, custodians, brokers, and private-market investments, enabling clients to manage portfolios, reconcile data, analyze performance, and generate comprehensive investment reports from a single platform.

We are seeking a proactive Client Success Relationship Manager to onboard and train clients,

Qualifikationen

• Bachelor's degree in Finance, Accounting, Business, or related field.
• 2–4 years in Client Success, Customer Success, Relationship Management, Implementation, Customer Support, or SaaS account management.
• Experience with B2B SaaS or enterprise software products.
• Experience with financial services, wealth management, asset management, family offices, investment management, or related domains is preferred.

Aufgaben

• Serve as primary contact for assigned clients and build strong, trusted relationships.
• Maintain regular and proactive communication with clients to understand their needs, priorities, and concerns.
• Ensure client relationships remain healthy, engaged, and on track.
• Anticipate potential issues and address them proactively before they become escalations.
• Maintain a strong understanding of each client s business, investment structure, reporting requirements, and use of the platform.
• Act as the client s advocate internally while balancing client needs with business and product priorities.

Kenntnisse

Client-first mindset

Verbal communication

Written communication

Relationship management

Cross-functional coordination

Problem solving

Attention to detail

SaaS familiarity

Training skills

Ausbildung

Bachelor's degree in Finance

Tools

JIRA

Monday.com

Jobbeschreibung

Client Success Relationship Manager (Analyst - Services)

Job Opening

About Asset Vantage

Asset Vantage is a fast-growing FinTech platform transforming how family offices and investment professionals manage their investments and data. Our platform brings together investment data across banks, custodians, brokers, and private-market investments, enabling clients to manage portfolios, reconcile data, analyze performance, and generate comprehensive investment reports from a single platform. Our clients manage complex portfolios across public and private markets, including equities, fixed income, private equity, venture capital, hedge funds, real estate, and other alternative investments. Asset Vantage enables them to bring this data together in one platform and make better, data-driven investment decisions.

About the Role

We are looking for a proactive, client-focused Client Success Relationship Manager to manage and strengthen relationships with our clients throughout their journey with our SaaS platform.

This role will act as a bridge between clients and our internal teams, ensuring that client needs are understood, communicated effectively, and followed through to resolution. The person will be responsible for creating a high-touch client experience-from onboarding and training to ongoing support, reporting requirements, and proactive relationship management

Key Responsibilities

• Serve as a primary point of contact for assigned clients and build strong, trusted relationships.
• Maintain regular and proactive communication with clients to understand their needs, priorities, and concerns.
• Ensure client relationships remain healthy, engaged, and on track.
• Anticipate potential issues and address them proactively before they become escalations.
• Maintain a strong understanding of each client s business, investment structure, reporting requirements, and use of the platform.
• Act as the client s advocate internally while balancing client needs with business and product priorities.

Key Skills Competencies

• Client-first mindset with a strong sense of ownership.
• Excellent verbal and written communication skills.
• Strong interpersonal and relationship-building abilities.
• Ability to manage multiple clients, priorities, and competing deadlines.
• Strong follow-up and organizational skills.
• Ability to coordinate effectively across multiple internal teams.
• Strong problem-solving and analytical mindset.
• Ability to understand complex client requirements and translate them into clear internal actions.
• Comfortable working with SaaS platforms and technology products.
• High attention to detail, Strong presentation and training skills.
• Ability to handle challenging conversations and escalations professionally.
• Proactive approach-someone who identifies what needs to be done rather than waiting for instructions.

Qualifications we seek in you

• Bachelor s degree in Finance, Accounting, Business, or a related field.
• 2-4 years of experience in Client Success, Customer Success, Relationship Management, Implementation, Customer Support, or SaaS account management.
• Experience working with B2B SaaS or enterprise software products.
• Experience working with financial services, wealth management, asset management, family offices, investment management, or related domains is preferred.
• Understanding of investment portfolios, investment accounting, performance, consolidation, and reporting would be an advantage.
• Experience managing international clients, particularly US-based clients, is preferred.
• Exposure to tools such as JIRA, Monday.com, or other project/issue management platforms is an advantage.
• Ability to understand business requirements and translate them into clear functional requirements for Product and Engineering teams.
• Strong attention to detail, particularly when working with financial and investment data.
• A proactive, curious, and hands-on approach with the ability to learn new products, technologies, and investment concepts quickly.

Experience

2 to 4 years

Location

• Nariman Point, Mumbai

Working Hours

9 to 6 PM