Client Success Manager – Partnerships

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee a select group of smaller distribution-partner relationships, managing all aspects of communication and scheduling.

• Cultivate a thorough understanding of each partner's objectives, offerings, pricing, and utilization of the company's services.

• Act as the product authority for the partner network, promoting the adoption of products and services among partners.

• Collaborate with the Partnerships lead to establish and maintain centralized account details, including licensed products, renewal timelines, and current expenditures.

• Analyze usage data to facilitate partner-driven adoption and ensure that usage complies with contractual agreements.

• Keep precise records of partner accounts, contacts, and interactions.

• Provide assistance with incoming inquiries regarding products, research, and issues from partners.

⛳️ Requirements

• 1-2 years of experience in Customer Success, Account Management, or a client-facing role.

• Prior experience in financial services, financial data, or a research-oriented setting is highly desirable.

• Practical experience with CRM systems, preferably Salesforce.

• Proficiency in Excel (e.g., pivot tables, VLOOKUP/XLOOKUP, filtering and sorting large datasets), with the ability to organize, analyze, and reconcile data effectively.

• A collaborative work ethic paired with a goal-oriented mindset.

• Exceptional written and verbal communication skills, demonstrating a keen attention to detail.

• Strong relationship management abilities, capable of establishing and nurturing long-term business connections.

• A sense of ownership and accountability, with the capability to work autonomously and honor commitments.

• A customer-focused attitude with a genuine passion for supporting client success.

• Aptitude for prioritizing tasks and handling multiple client requests simultaneously.

• Robust problem-solving skills and a proactive stance in addressing client challenges.

🏝️ Benefits

• 20 days of Vacation

• 8 Sick Days

• 1 paid volunteer day

• 10-11 Holidays a year

• Health, Dental, & Vision Insurance

• Company paid Life & Disability Insurance

• Competitive Pay

• Annual Performance Bonus