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Associate Client Success Manager - Financial Services
7 days agoWhat's your preference?
Job Description
- Req#: 5753487004
Employer Industry: Data Analytics and Insights-as-a-Service
Why consider this job opportunity:
- Salary up to $105,000
- Opportunity for performance-based bonuses and company equity
- Extensive benefits package including 401(k) match, paid parental leave, and subsidized health benefits
- Flexible and generous time off, as well as work-from-home flexibility
- Vibrant work environment conducive to professional growth and innovation
- Chance to contribute to data-driven decision-making in global consumer insights
What to Expect (Job Responsibilities):
- Support day-to-day relationships with a defined set of client accounts, collaborating with Account Management and other colleagues
- Educate customers to ensure adoption and optimal usage of the employer's offerings
- Track key deliverables, follow up on open items, and align client and internal stakeholders on next steps and timelines
- Maintain accurate records of contacts, meetings, usage notes, and renewal dates in CRM and internal systems
- Prepare materials for client meetings, including account summaries, usage reports, and presentation content
What is Required (Qualifications):
- Bachelor's degree in Finance, Business, Economics, or a related field
- Two to four years of experience in a client-facing role, ideally in financial services
- Strong collaboration and team-oriented working style with a focus on client engagement and relationship growth
- Expertise with Excel, PowerPoint, and Salesforce; Hubspot experience is a plus
- Strong verbal and written communication skills with the ability to work with professional, detail-oriented stakeholders
How to Stand Out (Preferred Qualifications):
- Eagerness to learn the employer's products, data, and client use cases in depth
- Analytical mindset with the ability to interpret data and support clear recommendations
- Strong organization and time management skills to manage multiple tasks and accounts concurrently
#DataAnalytics #ClientSuccess #CareerOpportunity #CompetitivePay #RemoteWork
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