Client Success Manager

Scribe; New York (NY); On-site; USD 75,000 - 90,000; Full time

Job summary

A financial technology firm in New York seeks a Client Success Manager to oversee client onboarding and maximize platform usability. The ideal candidate will have over 3 years of experience in a client-facing role within banking, specifically in alternative investments. Key responsibilities include managing client relationships, conducting training sessions, and collaborating with teams to improve product offerings. Competitive salary and benefits are provided.

Qualifications

• 3+ years of experience in a client-facing role in banking focused on alternatives.
• Ability to manage complex client relationships and requests.
• Strong work ethic and proven ability to meet critical deadlines.

Responsibilities

• Manage onboarding processes from usage to platform adoption.
• Conduct platform demos and training sessions.
• Collaborate with Product Managers to address product gaps.

Skills

Client relationship management

KPI tracking

Advanced MS Excel

Attention to detail

Client training

Education

Bachelor's degree in Finance or related field

Tools

PowerPoint

Adobe

Job description

Who We Are

SUBSCRIBE is an enterprise software solution providing electronic subscription document technology and an order management system for alternative product transactions.

Our technology allows allocators, sponsors, and service providers to digitize the entire onboarding, investment, and reporting process for alternative investments. Through our open-architecture platform, all stakeholders are easily connected to a central venue allowing for collaboration that reduces errors, saving time and money.

Our mission is to give our clients control and reduce friction for a very painful investment process through the use of our platform.

The Role

SUBSCRIBE is a small but growing team - as a new member you will have the opportunity to have direct influence on the decision making and execution of large pieces of the product. In addition, you will help set standards and develop best practices as our application and team grow. Your daily responsibilities may include:

Requirements

• Work with clients through the onboarding process from initial usage to full platform adoption.
• Produce and track KPIs related to client satisfaction, platform usage, and success indicators.
• Conduct platform demos, teach-ins, training sessions, and build platform resources to maximize user experience.
• Collaborate with Product Managers to identify product gaps and opportunities, vet potential solutions, and roll out new features.
• Possess in-depth understanding of the platform to lead and/or facilitate client discovery, requirements gathering, operating model and business process design, platform set-up, testing and rollout.
• Manage the overall platform experience for existing clients including maximizing their consumption of the platform.
• Manage key client accounts and identify new opportunities to expand the existing relationship.
• Partner closely with Product Managers, Relationship Managers, Sales, and Client Success teams to deliver for our clients.

Qualifications

• 3+ years of experience in a client facing role working in a bank focused on alts allocation or distributions of closed end private funds.
• Determined, dedicated, and ambitious professional – Recognized by management for a strong work ethic and attention to detail – Proven ability to lead and execute multiple projects within critical deadlines.
• Ability to manage complex client relationships as single point, organize client requests, manage the follow-up, and generally focus on client success.
• Ability to teach and manage others that are also managing clients and operational support tasks.
• Self-starter seeking to put their own fingerprint on an exciting financial technology business – hungry to learn a lot and seek accountability and ownership of processes and initiatives.
• Advanced MS Excel, PowerPoint, Adobe, general technological literacy (coding knowledge not necessary).
• Bachelor's degree in Finance or similar field.