Senior Client Success Manager

Gen II; New York (NY); Hybrid; USD 110,000 - 170,000; Full time

Benefits offered by this job

Hybrid work schedule

Discretionary bonus

Comprehensive benefits

Job summary

Gen II seeks a Senior Client Success Manager for its Sensr Data Solutions. You will own client relationships, drive value, and lead onboarding, adoption, and retention for a fintech SaaS platform serving private capital managers.

You will coordinate with product teams, extract data, and deliver best-practice guidance while maintaining strong client satisfaction and strategic advisor status. Hybrid US-based role with discretionary bonus and full benefits.

Qualifications

• 5–7 years experience in the fintech software industry.
• Experience with SaaS solutions, especially private equity reporting portals.
• Private Equity knowledge required.
• Experience implementing large data sets on SaaS platforms and data extraction.
• Spot inefficiencies, propose solutions to improve team efficiency.
• Identify product gaps, communicate needs and test with the product team.
• Technical knowledge and business acumen with fast learning ability.
• Able to adapt to changing processes in a dynamic environment.
• Strong attention to detail and sound judgment.
• Ability to work independently, prioritize, multi-task and meet deadlines.

Responsibilities

• Own overall relationship with assigned clients, including onboarding, implementation, training, adoption, retention and satisfaction.
• Establish a trusted advisor relationship to drive value of products and services.
• Maintain and develop client success strategies and internal knowledge content.
• Communicate needs and learnings with internal teams and leadership.
• Maintain client success metrics and data as directed.
• Advise internally on data and platform best practices.
• Utilize Salesforce to track all client interactions with detailed notes.

Skills

Fintech software

SaaS experience

Private equity knowledge

Data extraction

Problem solving

Attention to detail

Multi-tasking

Adaptability

Learning on the job

Claude AI projects

Tools

Salesforce

Job description

Senior Client Success Manager – Sensr Data Solutions

Who is Gen II?

Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of people, process, and technology. Gen II has more than $1 trillion in private fund capital assets under administration.

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.

Gen II is developing a comprehensive suite of data solutions designed for institutional investors and fund managers seeking enhanced visibility and analytical capabilities across their private fund portfolios. The product platform comprises three core offerings: Look-through transparency services that provide complete position-level visibility into underlying fund holdings; portfolio management and performance analytics powered by Gen II’s industry-leading Sensr Analytics platform; and benchmarking and market data solutions that enable peer comparison, market trend analysis, and cash flow forecasting across the private asset universe.

Gen II is in a strong competitive position with a large and comprehensive data set of 10,000 funds and $9.7 Trillion of AUM. Asset class coverage will be broad across fund of funds, secondaries, buyout, growth, credit and infrastructure. The data platform leverages cloud-native modern technology. We are looking for a Client Success Manager, Data Solutions. You will report to the Head of Sales & Relationship Management, ensuring we’re actively engaged with clients, effectively communicating to the internal stakeholders feedback and enhancement requests from clients as well as advising on data and platform enhancements as needed. In addition, as an expert on the application, you will build strong relationships with our clients, ensure they are comfortable with the data and platform and, based on experience provide recommended best practices.

What You'll Be Doing

• Own overall relationship with assigned clients, which includes managing their on-boarding, implementation, training, increasing adoption and value add, ensuring retention, and high levels of customer satisfaction.
• 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.
• Advising internally on data and platform best practices.
• Utilize Salesforce to track all client interactions with detailed meeting notes.

The Ideal Background

• 5 to 7 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.
• 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.
• Superior problem solving, judgement and decision-making skills.
• Ability to think independently, prioritize, multi-task and meet deadlines.
• Exposure to Claude AI project creations.

The salary range for this position is $110,000 - $170,000, 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.