We are helping one of our New York City area clients hire a Customer Success Executive. This is a role focused on customer success, product training, troubleshooting, user adoption, and ensuring client satisfaction and retention. 

 

This client is a well-established Financial Software company. This is a great opportunity to join a US team that is doubling headcount this year because of their consistent success. And you would be one of two CSM's reporting directly to the Director of Customer Success so as the team grows there will be a lot of opportunity for career growth.

  

This client has been in business for about 10 years, has close to 200 employees and over 500 clients, and they are backed by one of the top PE firms in the world. They provide a cutting-edge financial data and analytics Saas platform to asset managers. 

 

Job Responsibilities Include:

 

• Develop and deepen relationships with clients to ensure overall customer success and client satisfaction
• Onboard each new client and ensure they are set up for success using the product
• Look to broaden these existing client relationships by increasing product usage and ensuring each client is well equipped to maximize the value of the products
• Work with clients to set goals and work with them to achieve these desired outcomes
• Design strategic plans for your clients to ensure they are well educated on all relevant aspects of the products
• Develop relationships with all users within your accounts
• Create customized account plans for each client and work with them to execute those plans
• Collaborate with the sales team to ensure clients are getting the most out of the solutions
• Become a strategic partner with your clients to ensure accounts are being retained
• Forecast and track key account metrics
• Help identify opportunities to grow revenues with current clients
• Identify at-risk accounts and work with the sales team to attempt to get those accounts on the right track
• Monitor and analyze clients' product usage

Required Skills and Experience:

 

• Collaborative, team player who can adapt to a fast-paced ever-changing environment
• 1+ years as a Customer Success Representative in the financial services or financial technology sector
• Ability to demonstrate and conduct product training for software products
• Strong customer relationship building and relationship management skills
• Self-motivated, driven with leadership qualities
• An understanding of and passion for the financial industry and financial data and analytics
• Open to feedback and coaching, team player
• Collaborative and consultative with strong communication skills
• Bachelor's degree required preferably in finance or economics