Customer success manager
Core
Coordinate client onboarding and fund launches, build strong client relationships, and ensure service quality through regular reviews and incident management.
Role type
Customer success manager (consulting)
Builds
Client service delivery and satisfaction for investment funds
Domain
Consulting / Financial services
Deliverable
dashboards & analysis
Required skills
Client relationship management, service level agreement (SLA) negotiation, incident analysis, dashboard creation, client needs modeling
Preferred skills
Knowledge of non-listed funds, prior CSM experience