Enterprise Customer Success (remote)

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

Job summary

Broadridge Financial Solutions is seeking an Enterprise Client Success Rep to empower clients by ensuring they receive maximum value from their investment. This remote role involves managing client relationships, addressing their needs, and driving solution adoption, making it crucial for customer renewal and retention.

Benefits

Comprehensive benefit offerings

Professional development opportunities

Qualifications

• 4+ years of Customer Success or Account Management experience in a high-growth SaaS environment.
• Direct experience in Financial Services, Fintech, or Marketing.
• Strong business acumen with a proven track record in building sustainable customer relationships.

Responsibilities

• Serve as primary point of contact for clients and manage escalations.
• Develop and nurture relationships with clients to ensure satisfaction.
• Monitor product usage and drive customer outcomes.

Skills

Exceptional communication

Interpersonal skills

Organizational skills

Problem-solving skills

Analytical skills

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Excel

PowerPoint

Job description

Enterprise Customer Success (remote) page is loaded

Enterprise Customer Success (remote)

Apply locations New York-Home Office time type Full time posted on Posted 2 Days Ago job requisition id JR1072924

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 along the way, come join the Broadridge team.

The Enterprise Client Success Rep ensures that the business value received from our customer’s investment with us is continually nurtured and grown by serving as a primary point of contact for the day-to-day needs of the customer from a post-sales perspective.

They have a core competency in serving as a business partner and trusted advisor to customers where they are passionate about leveraging technology and customer-centric focus to deliver measured business value and in turn, drive solution adoption and ultimate customer renewal and retention.

This is a remote role where you will work off-site. Travel is limited and generally used for team learning and collaboration meetings.

Key Job Functions/Responsibilities

• Serve as the primary point of contact and trusted partner for Broadridge Advisor Solutions Enterprise clients at the home office level.
• Triage client escalations and issues with speed and urgency, in accordance with SLAs, orchestrating resources across the company as appropriate.
• Become a Subject Matter Expert of our Platforms, Products and Services, and be able to articulate the value to our clients.
• Manage client engagements in order to provide an exceptional experience and program.
• Develop and nurture exceptional relationships with clients.
• Proactively identify unmet client needs and solution to address with quality.
• Collaborate with clients to achieve specific data and analytic business objectives.
• Monitor product solution usage in a customer environment.
• Drive customer outcomes, adoption, and continue to the overall client experience.
• Gather feedback from clients for continual process, service, and product improvements.
• Promote training and education to ensure successful customer onboarding and readiness.
• Manage and optimize new client onboarding and ongoing program management.

Basic Skill Level Requirements

• Bachelor’s degree or equivalent experience preferred
• 4+ years of demonstrated Customer Success or Account Management experience in a high-growth SaaS environment, preferably with large Enterprise customers.
• Direct experience working in Financial Services, Fintech, or Marketing.
• Strong business acumen and a proven track record for providing strategic advice to customers and building sustainable customer relationships.

Skills:

• Exceptional communication and interpersonal skills
• Highly organized with excellent oral and written communication skills
• High level of enthusiasm, initiative, commitment, and professionalism
• Ability to engage with all levels in an organization.
• Strong client interfacing and client relationship building.
• Strong to Advanced Microsoft Excel and PowerPoint skills
• Ability to manage time effectively, multitask and prioritize.
• Strong problem-solving and analytical skills.
• Must have reliable internet connection and ability to work well independently.

Salary range $90,000.00- $95,000.00. Bonus Eligible.

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.

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We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

US applicants: Clickhere to view the EEOC " Know Your Rights " poster.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [e-mail] .

About Us

Broadridge Financial Solutions, Inc. (NYSE: BR) , is a global Fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference . Our unique culture is guided by the Service-Profit Chain—the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications . A certified Great Place to Work, Broadridge is part of the S&P 500 Index, employing over 14,000 associates in 21 countries.

Broadridge is committed to creating an engaging workplace for the most talented associates in our industry. We are dedicated to fostering a collaborative, inclusive , and healthy environment that promotes flexibility and accountability. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success.

We believe that our associates are our most important asset. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.