Senior Customer Success Associate
Core
Manage Independent Director relationships and appointments for structured finance, special purpose entities, and corporate governance engagements, serving as the primary point of contact throughout the engagement lifecycle.
Role type
Senior Customer Success Associate (Corporate Governance)
Builds
Customer engagement lifecycle management for structured finance and corporate governance services
Domain
Financial Services / Corporate Governance
Deliverable
client delivery
Required skills
Independent Director relationship management, complex onboarding coordination, contract review, customer data analysis, specialized training delivery, CRM management, cross-functional collaboration
Preferred skills
Specialized problem-solving, advanced analytical skills, product knowledge, organizational management
Technologies
CRM systems
Responsibilities
Manage and support Independent Director relationships and appointments; Serve as the primary point of contact for customers; Manage complex onboarding processes for large customers; Review contracts and related documentation; Address non-standard customer inquiries and troubleshoot specialized issues; Analyze customer renewal and upselling opportunities; Evaluate customer performance data and provide detailed insights; Deliver specialized training sessions tailored to customer needs; Ensure implementation schedules align with customer and company goals; Develop recommendations based on customer feedback for product and service improvement.
Seniority
Senior, hands-on IC