Customer Success Manager
Core
Foster intimate relationships and act as a trusted advisor to customers using Workflow Solutions in Asset Management, Wealth Management, and Investment Banking to drive value creation, retention, and revenue expansion.
Role type
Senior Associate Customer Success Manager
Builds
Customer success plans, adoption strategies, and revenue expansion opportunities for financial services clients.
Domain
Financial Services / Capital Markets
Deliverable
client delivery
Required skills
Financial markets knowledge (Equities, FX, Fixed Income), Capital Markets understanding, client relationship management, data analysis, product demo delivery, onboarding and training.
Preferred skills
CFA or CFA Candidate, MBA, strong external network in Wealth/Capital markets.
Technologies
Workflow Solutions platform
Responsibilities
Develop and implement customer success strategy, monitor customer health and adoption metrics, deliver customised product demos, partner with sales leadership for retention insights, provide voice of customer to product teams, build strategic relationships to create advocates.
Seniority
Senior Associate