Client Success Manager – Sensr Portal

Gen II Fund Services; Denver (CO); Hybride; USD 70 000 - 121 000; Plein temps

Avantages offerts par ce poste

Discretionary bonus

Comprehensive benefits

Hybrid work schedule

Résumé du poste

Gen II Fund Services is seeking a results-driven specialist to oversee onboarding, customer success, and best practices for our Sensr Portal platform. You will drive client implementations, partner with Client Service Teams, and foster strong client relationships to ensure platform comfort and value realization.

You will collaborate with product teams to share feedback, identify gaps, and help refine features.

Qualifications

• Bachelor’s degree required.
• 3+ years in fintech software.
• Experience with SaaS private equity reporting portals.
• Proficient with large data sets in SaaS.
• Advanced Excel capabilities.

Responsabilités

• Own overall relationship with assigned clients, including onboarding, implementation, training, adoption, retention, and customer satisfaction.
• Train internal teams on new product features and advocate for Sensr Portal.
• Establish trusted advisor relationships to drive continued value of products and services.
• Maintain and develop customer success strategies and content, collaborating with internal teams.
• Communicate needs to internal and external senior management to maximize retention and growth.
• Maintain customer success metrics and data as directed.

Connaissances

Fintech software

SaaS experience

Customer success

Excel skills

Project management

Analytical thinking

Formation

Bachelor's degree

Outils

Claude AI

Description du poste

Who is 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 $2 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 receive meaningful benefits which focus on your physical, mental and financial well-being.

www.gen2fund.com

Position Overview

This role will be responsible for the onboarding, customer success and solution best practices for Gen II’s reporting portal platform, Sensr Portal. As a member of Sensr’s Customer 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 on-boarding, implementation, training, increasing adoption and value add, ensuring retention, and high levels of customer satisfaction.
• Train internal teams on new product features, be a Sensr Portal advocate.
• 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, while working with other internal teams.
• Communicate effectively with both internal and external senior-level management to understand customer needs, maximize retention and growth, and communicate learnings.
• Maintain existing customer success metrics and data as directed.

The Ideal Background

• Bachelor’s degree minimum.
• 3+ years’ experience in the fintech software industry.
• Experience working on a SaaS solution would be ideal, specifically private equity reporting portals.
• Private Equity knowledge required.
• Experience with implementing large data sets on Saas solutions, familiarity with extracting data.
• Familiarity with Private Equity metrics and other Fintech solutions.
• Spot inefficiencies in process and identify problems while proposing solutions to increase team efficiency.
• Identify product gaps, communicate client needs and work with the product team, testing on an as needed basis.
• Technical knowledge and business acumen.
• 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.
• Strong project management skills.
• Superior problem solving, judgement and decision-making skills.
• Ability to think independently, prioritize, multi-task and meet deadlines.
• Extensive Microsoft Excel skills.
• Exposure to Claude AI project creations.

Salary

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

Benefits

• receive meaningful benefits which focus on your physical, mental and financial well-being.
• in addition to a discretionary bonus and comprehensive benefits package.

Work Arrangement

All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that 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.

https://gen2fund.com/candidate-privacy-statement/