Strategic Client Success Manager, Fintech Platform

Scribe; New York (NY); On-site; USD 75,000 - 90,000; Full time

Job summary

A financial technology firm in New York seeks a Client Success Manager to oversee client onboarding and maximize platform usability. The ideal candidate will have over 3 years of experience in a client-facing role within banking, specifically in alternative investments. Key responsibilities include managing client relationships, conducting training sessions, and collaborating with teams to improve product offerings. Competitive salary and benefits are provided.

Qualifications

• 3+ years of experience in a client-facing role in banking focused on alternatives.
• Ability to manage complex client relationships and requests.
• Strong work ethic and proven ability to meet critical deadlines.

Responsibilities

• Manage onboarding processes from usage to platform adoption.
• Conduct platform demos and training sessions.
• Collaborate with Product Managers to address product gaps.

Skills

Client relationship management

KPI tracking

Advanced MS Excel

Attention to detail

Client training

Education

Bachelor's degree in Finance or related field

Tools

PowerPoint

Adobe

Job description

A financial technology firm in New York seeks a Client Success Manager to oversee client onboarding and maximize platform usability. The ideal candidate will have over 3 years of experience in a client-facing role within banking, specifically in alternative investments. Key responsibilities include managing client relationships, conducting training sessions, and collaborating with teams to improve product offerings. Competitive salary and benefits are provided.