Hybrid Fintech Client Success Manager

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

Benefits offered by this job

Discretionary bonus

Comprehensive benefits package

Hybrid work schedule

Job summary

Gen II Fund Services, LLC in New York seeks a Customer Success specialist for its Sensr Portal. You will own onboarding, drive adoption, and ensure client success while coordinating with Gen II’s Client Service Teams.

The ideal candidate has 3+ years in fintech software, SaaS experience with reporting portals, and strong problem solving. You thrive in a fast-changing environment and excel with a hybrid schedule (three days in office, two remote).

Qualifications

• 3+ years’ fintech software experience.
• Experience with SaaS reporting portals (Sensr) and data extraction.
• Private Equity knowledge required.
• Ability to learn quickly and adapt to change.

Responsibilities

• Own client relationships from onboarding to adoption and retention.
• Train internal teams on new features and act as product advocate.
• Develop customer success strategies and update support content.
• Communicate needs to exec level and gather feedback for product.
• Maintain customer success metrics and drive value.
• Identify inefficiencies and propose improvements.

Skills

Fintech experience

SaaS knowledge

Client relationship

Data extraction

Problem solving

Tools

Sensr Portal

Job description

Gen II Fund Services, LLC in New York seeks a Customer Success specialist for its Sensr Portal. You will own onboarding, drive adoption, and ensure client success while coordinating with Gen II’s Client Service Teams.

The ideal candidate has 3+ years in fintech software, SaaS experience with reporting portals, and strong problem solving. You thrive in a fast-changing environment and excel with a hybrid schedule (three days in office, two remote).