Associate Client Success Manager – Financial Services

This is a fully remote position, open to applicants in New York.

📋 Description

• Assist in managing daily interactions with a specific group of client accounts, collaborating closely with Account Management and fellow Customer Experience (CE) professionals.

• Educate clients to promote the adoption and optimal utilization of CE’s services.

• Monitor key deliverables, follow up on outstanding items, and ensure alignment among clients and internal stakeholders regarding next steps and timelines.

• Keep precise records of contacts, meetings, usage notes, and renewal dates in CRM and internal systems.

• Develop materials for client meetings, including account summaries, usage reports, and presentation content.

• Track engagement and fundamental account health indicators, escalating significant changes to senior team members.

• Assist in addressing client inquiries by coordinating with Insights, Product, Data, and Support to provide timely and accurate responses.

• Contribute to client-facing materials such as guides, FAQs, and onboarding checklists that facilitate quicker adoption of CE.

• Discover opportunities to enhance workflows and improve internal processes, tools, and documentation within the Client Success and Account Management teams.

⛳️ Requirements

• Bachelor’s degree in Finance, Business, Economics, or a related discipline.

• One to three years of experience in a client-facing role, preferably within the financial services sector.

• A collaborative and team-oriented approach with a strong emphasis on client engagement, adoption, and the development of long-term relationships.

• Proficiency in Excel, PowerPoint, and Salesforce; experience with Hubspot is a plus.

• Excellent verbal and written communication abilities, comfortable interacting with professional and detail-oriented stakeholders.

• An analytical mindset capable of interpreting data, identifying patterns, and supporting clear recommendations.

• Exceptional organizational and time management skills, with the ability to manage multiple tasks and accounts simultaneously.

• A strong desire to thoroughly learn CE’s products, data, and client use cases.

🏝️ Benefits

• 401(k) match

• Paid parental leave

• Flexible and generous time off

• Work from home flexibility

• Vibrant work environment conducive to professional growth and innovation