Hybrid Client Success Lead — FinTech Analytics Platform

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

Benefits offered by this job

Comprehensive benefits package

Commission plan

Job summary

Gen II Fund Services in New York is seeking a Client Success Manager to oversee client onboarding and ensure satisfaction with our data platforms. The role involves building strong client relationships and communication for effective implementation.

Candidates should have at least 2 years of client-facing experience in fintech or financial services, excellent Excel skills, and a relevant bachelor's degree. The position offers a salary range of $70,000 to $121,000 along with commission and comprehensive benefits.

Qualifications

• Minimum 2 years of client-facing experience.
• 2+ years in fintech or financial services.
• Bachelor’s degree in Finance or STEM.

Responsibilities

• Manage client onboarding and implementation.
• Build relationships and ensure client comfort.
• Develop customer success strategies.

Skills

Client facing experience

Fintech/Financial services knowledge

Advanced Excel skills

Communication skills

Problem solving

Education

Bachelor’s degree in Finance or STEM

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Gen II Fund Services in New York is seeking a Client Success Manager to oversee client onboarding and ensure satisfaction with our data platforms. The role involves building strong client relationships and communication for effective implementation.

Candidates should have at least 2 years of client-facing experience in fintech or financial services, excellent Excel skills, and a relevant bachelor's degree. The position offers a salary range of $70,000 to $121,000 along with commission and comprehensive benefits.