Client Success Manager – Sensr Portal

Gen II Fund Services; New York (NY); Hybrid; USD 70.000 - 121.000; Vollzeit

Benefits dieser Stelle

Discretionary bonus

Comprehensive benefits package

Hybrid work schedule

Zusammenfassung

Gen II Fund Services in the United States seeks a Client Success Manager for the Sensr Portal to lead onboarding, adoption, and ongoing success initiatives. You will build trusted relationships with clients and drive value with data-driven insights and best practices.

You will train teams on new features, coordinate with product and client service groups, and ensure retention and satisfaction across a growing SaaS platform used in private equity reporting.

Qualifikationen

• Bachelor's degree minimum.
• 3+ years' experience in the fintech software industry.
• Experience with SaaS solutions, especially private equity reporting portals.
• Private Equity knowledge required.
• Extensive Excel skills and data extraction/analysis capabilities.

Aufgaben

• Own overall relationship with assigned clients, including onboarding, implementation and training.
• Train internal teams on new product features and act as a Sensr Portal advocate.
• Maintain and develop customer success strategies and best practices with internal teams.
• Communicate with senior management to understand needs, maximize retention and growth.
• Maintain customer success metrics and data as directed.

Kenntnisse

Excel

Problem solving

Project management

Attention to detail

Multi-tasking

SaaS data handling

Private Equity knowledge

Data analysis

Ausbildung

Bachelor's degree minimum

Tools

Excel

Jobbeschreibung

Client Success Manager - Sensr Portal

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.

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 onboarding, 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.

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.