Client Success Manager – Sensr Analytics and Databridge

Gen II Fund Services; New York (NY); Hybrid; USD 70,000 - 121,000; Full time

Benefits offered by this job

Comprehensive benefits package

Commission plan

Job summary

Gen II Fund Services in New York is seeking a Client Success Manager to oversee client onboarding and ensure satisfaction with our data platforms. The role involves building strong client relationships and communication for effective implementation.

Candidates should have at least 2 years of client-facing experience in fintech or financial services, excellent Excel skills, and a relevant bachelor's degree. The position offers a salary range of $70,000 to $121,000 along with commission and comprehensive benefits.

Qualifications

• Minimum 2 years of client-facing experience.
• 2+ years in fintech or financial services.
• Bachelor’s degree in Finance or STEM.

Responsibilities

• Manage client onboarding and implementation.
• Build relationships and ensure client comfort.
• Develop customer success strategies.

Skills

Client facing experience

Fintech/Financial services knowledge

Advanced Excel skills

Communication skills

Problem solving

Education

Bachelor’s degree in Finance or STEM

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Client Success Manager - Sensr Analytics and Databridge

About Gen II

Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in‑class combination of people, process, and technology. Gen II has more than $1 trillion in private fund capital assets under administration.

With offices in the US and Europe, we’re looking for do‑ers, problem‑solvers, and entrepreneurs like you who want to make an impact in our industry, grow with us, and create a community where everyone thrives.

Careers mean more at Gen II – more opportunity, more innovation, and more ideas! You’ll have the opportunity to grow in ways that are meaningful to you and work alongside some of the best people in their field. You’ll also receive training which will advance your skill set, both technically and personally allowing you to achieve your career aspirations with us. Be part of our community that recognizes achievements, promotes from within, and receives meaningful benefits which focus on your physical, mental and financial well‑being.

Role

This role will be responsible for the onboarding, customer success and solutioning for Gen II’s proprietary performance & attribution and data platforms, Sensr Analytics and Databridge. As a member of Sensr’s Client Success Team, you will be an integral part of client implementation, working closely with our clients and Gen II’s Client Service Teams. In addition, as an expert on the application, you will build strong relationships with our clients, ensure they are comfortable on the platform and gather feedback to share with the product team for future enhancements.

What you’ll be doing

• Own overall relationship with assigned clients, which includes managing their onboarding, implementation, training, increasing adoption and value add, ensuring retention, and high levels of customer satisfaction.
• Establish a trusted and strategic advisor relationship to help drive continued value of our products and services.
• Maintain and develop customer success strategies and best practices, as well as customer support content.
• Communicate effectively with end‑users to understand customer needs, manage expectations, handle & escalated risk and communicate statuses.
• Maintain existing customer success metrics and data as directed.

Qualifications

• Required
  • 2+ years client facing experience. Instill a sense of urgency, track and deliver on client deliverables.
  • 2+ years fintech/financial services experience (SaaS, Technology Services or Software industry).
  • Technical knowledge of financial reporting and underlying logic.
  • Advanced Excel skills.
  • Bachelor’s degree. Finance (Accounting, Finance, Economics) and/or STEM degree.
• Desired
  • Fund accounting (ideally Private Equity) experience.
  • Familiarity with performance analysis (e.g. IRR, TVPI/MOIC).
  • Project management skills.
  • Technical implementations/onboarding experience.
  • AI experience.
  • Experience with data mapping.
• Strong written and verbal communication skills.
• Ability to learn on the job quickly, apply learning to recommend solutions to issues.
• Ability to quickly adapt to changes in processes and procedures in a rapidly changing environment.
• Strong attention to detail and accuracy.
• Superior problem solving, judgement and decision‑making skills.
• Ability to think independently, prioritize, multi‑task and meet deadlines.
• Extensive Microsoft suite skills – Excel, Word, Visio, PowerPoint, and Outlook.

Salary and Benefits

The salary range for this position is $70,000 – $121,000, in addition to a commission plan and comprehensive benefits package. Please note that the actual salary offer within that range will depend on the candidate’s experience level.

Work Arrangement

All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. All US employees are required to work a hybrid schedule, comprised of three (3) days a week in our office and two (2) days remotely.

Equal Opportunity Statement

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.