Client & Partner Solutions Associate

MoneyLion; New York (NY); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Unlimited growth

Competitive compensation & stock

Collaborative culture

Generous leave & work-from-home

Health insurance

Dental

International travel

Job summary

Sigma360 is seeking a Client & Partner Solutions Specialist to lead new client implementations, training programs and ongoing support. Responsibilities include implementation management, customer support, and strategy to drive international expansion and superior client experiences.

You will work with teams across Product, Engineering and Sales, manage proactive outreach, and build strong client relationships. A proactive, can-do attitude and strong communication are essential.

Qualifications

• 1–5 years in customer success, product training, or client implementation, ideally in financial services
• Experience in managing day-to-day support operations
• Knowledge of MS Office and CRM software, preferably HubSpot

Responsibilities

• Provide support to existing customers and conduct proactive ongoing outreach to ensure satisfaction
• Triage, handle and prioritize incoming business requests with internal teams and external stakeholders
• Deliver end-to-end implementation and training programs for new customers embracing Sigma360 technology
• Collect feedback and testimonials from clients, assist in analyzing client data and identifying industry trends with Sales, Product, and Engineering

Skills

Relationship management

Communication

Data-driven

Education

BA/BS degree

Tools

MS Office

HubSpot CRM

Job description

About Sigma360

Sigma360 is an MIT-incubated and venture-backed AI driven global data and analytics firm that helps clients better manage risk. Sigma360's unique products leverage cutting-edge technology and deep domain expertise to convert the world's data into actionable insight that powers decision-making at global financial institutions, corporates and governments. Sigma360's culture is one that is highly collaborative and that prizes innovation and problem-solving.

Position Description

We are seeking an experienced, resourceful, organized, and highly motivated Client & Partner Solutions Specialist to focus on new client implementations, training programs, and ongoing support.
The role will include responsibilities in three areas:

Implementation Management: Manage implementations of new customers and conducting comprehensive training to users to ensure successful implementations. Support ongoing net new projects and existing client growth with smaller projects as well.

Customer Support: Managing and solving issues raised by clients in close collaboration with the Head of Implementation, Training, and Support, Sigma360's Product function and Sigma360's Engineering team.

Implementation/Training/Support Strategy: Collaborate with the team to develop the function as we manage hyper-growth and international expansion to deliver the best client experience.

What We Seek

The Client and Partner Solutions Associate role will require an in-depth knowledge of Sigma360's products, as well as a comprehensive understanding of our clients usage of the products and the value they derive. Relationship management skills will shine while technical prowess and a data driven, value additive approach to all interactions will dictate success. Your work may require in person meetings, briefings over the phone and presentation of Sigma360's products via web-based applications.

The ideal candidate is a proactive individual who has a track record of providing excellent customer support and ongoing training and adoption of new capabilities. The candidate will become passionate about Sigma360's products and the clients they serve to ensure the highest levels of satisfaction. The candidate is not afraid to try new things and brings a "can-do" approach to ensuring the success of Sigma's clients.

Your Day-to-Day

Provide support to existing customers, and conduct proactive ongoing outreach to customers to ensure the highest levels of satisfaction.

Triage, handle and prioritize incoming business requests through collaboration with internal teams and external stakeholders.

Work with the Client and Partner Solutions organization to deliver end-to-end implementation and training programs for new customers embracing Sigma360 technology.

Support the Client and Partner Solutions team by collecting feedback and testimonials from clients, assisting in the analysis of client data and helping to identify industry trends and collaborating across Sales, Product, and Engineering.

Candidate Qualifications

• At least one (1) to five (5) years of customer success, product training, or client implementation experience, ideally within the financial services industry
• Experience in managing day to day support operations
• Knowledge of MS office and CRM software, preferably Hubspot
• Talented and professional communicator, both verbally and written
• Self-motivated, dedicated, and driven to succeed
• Have a BA / BS degree, in business, finance, technology or related field

What We Offer

• Unlimited opportunity to grow in a fast-growing company
• Highly competitive compensation and company stock
• Collaborative team that deeply values innovation and problem-solving
• Generous leave and work-from-home policies
• Health insurance, dental
• Potential opportunity for international travel

Sigma360 is a proud equal opportunity employer. We are committed to fair hiring practices and to creating a welcoming environment for all team members. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, familial status or veteran status.