Client Success Manager – Sensr Portal

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

Benefits offered by this job

Discretionary bonus

Comprehensive benefits package

Job summary

Gen II Fund Services, LLC is seeking a Customer Success professional to own onboarding, implementation, training, and adoption of Sensr Portal for fintech clients.

You will build trusted advisor relationships, collaborate with product and client service teams, and help drive retention and value while navigating a hybrid schedule in the US.

Qualifications

• 3+ years’ experience in fintech software.
• Experience with SaaS solutions, specifically private equity reporting portals.
• Private Equity knowledge required.
• Experience implementing large data sets on SaaS solutions, familiarity with extracting data.
• Exposure to Claude AI project creations.

Responsibilities

• Own overall relationship with assigned clients, including onboarding, implementation, training, adoption, retention, and satisfaction.
• Train internal teams on new product features and advocate for Sensr Portal.
• Establish a trusted advisory relationship to drive continued value of products and services.
• Maintain customer success strategies and content, coordinating with other internal teams.
• Communicate with senior-level management to understand needs, maximize retention and growth, and share learnings.
• Maintain existing customer success metrics and data as directed.

Skills

Fintech software

SaaS experience

Private Equity

Data extraction

Attention to detail

Job description

Who is Gen II?

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.

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

• 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.
• Superior problem solving, judgement and decision-making skills.
• Ability to think independently, prioritize, multi-task and meet deadlines.
• Exposure to Claude AI project creations.

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.

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/

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.