Enterprise Customer Success (remote)

Broadridge; New York (NY); Remote; USD 90,000 - 95,000; Full time

Job summary

A leading company in financial services is seeking an Enterprise Customer Success representative. This remote role focuses on nurturing client relationships and ensuring their success with Broadridge's solutions. Ideal candidates will have a strong background in Customer Success, particularly within a SaaS environment, and possess exceptional communication skills.

Qualifications

• 4+ years of Customer Success or Account Management experience in a high-growth SaaS environment.
• Experience in Financial Services, Fintech, or Marketing.
• Strong business acumen with a proven track record in strategic advising.

Responsibilities

• Serve as the primary point of contact and trusted partner for clients.
• Manage client escalations and issues promptly.
• Develop and nurture strong client relationships.

Skills

Exceptional communication

Interpersonal skills

Problem-solving

Analytical skills

Time management

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Join to apply for the Enterprise Customer Success (remote) role at Broadridge.

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career while helping others, come join the Broadridge team.

The Enterprise Client Success Rep ensures that the business value received from our customers’ investments is continually nurtured and grown by serving as a primary point of contact for their post-sales needs.

This role requires a core competency in serving as a business partner and trusted advisor, leveraging technology and customer-centric focus to deliver measurable business value, drive solution adoption, and support customer renewal and retention.

This is a remote position with limited travel, primarily for team learning and collaboration meetings.

Key Job Functions/Responsibilities

1. Serve as the primary point of contact and trusted partner for Broadridge Advisor Solutions Enterprise clients.
2. Manage client escalations and issues promptly, coordinating resources across the company.
3. Become a Subject Matter Expert of our Platforms, Products, and Services, and articulate their value to clients.
4. Manage client engagements to provide exceptional experience and outcomes.
5. Develop and nurture strong client relationships.
6. Identify unmet client needs proactively and develop solutions.
7. Collaborate with clients to achieve data and analytic business objectives.
8. Monitor product usage in the customer environment.
9. Drive customer outcomes, adoption, and overall experience.
10. Gather client feedback for continuous improvement.
11. Promote training and education for successful onboarding and readiness.
12. Manage and optimize onboarding and ongoing program management.

Basic Skill Level Requirements

• Bachelor’s degree or equivalent experience preferred.
• 4+ years of Customer Success or Account Management experience in a high-growth SaaS environment, preferably with large Enterprise clients.
• Experience in Financial Services, Fintech, or Marketing.
• Strong business acumen with a proven track record in strategic advising and building sustainable relationships.

Skills

• Exceptional communication and interpersonal skills.
• Highly organized with excellent oral and written communication skills.
• Enthusiastic, proactive, committed, and professional.
• Ability to engage at all organizational levels.
• Strong client relationship-building skills.
• Proficiency in Microsoft Excel and PowerPoint.
• Effective time management, multitasking, and prioritization skills.
• Strong problem-solving and analytical skills.
• Reliable internet connection and ability to work independently.

Salary range: $90,000 - $95,000. Bonus eligible. Broadridge considers various factors in final salary determination, including experience, skills, and education. For more information on benefits, visit www.broadridgebenefits.com.

We are committed to fostering an inclusive, collaborative environment where everyone’s unique perspectives are valued. If you require assistance or accommodations during the application process, contact us at 888-237-7769 or [e-mail].