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Client Success Manager - Financial Services

Client Success Manager - Financial Services

AdvyzonWorcester, MA, US
2 days ago
Job type
  • Full-time
Job description

Client Success Manager (Hybrid / Remote)

Advyzon was recently named to the "Best Places to Work in Fintech" list. Advyzon was founded in 2012 with the purpose of building an intuitive all-in-one technology for advisory firms. Based in Chicago, Illinois, we are a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. With a continuous focus on product innovation and providing superior service to the firms we partner with; we strive to be the best value in advisor technology.

We're seeking a Client Success Manager to join our team! You will be responsible for managing key relationships and helping drive product adoption among new users that join our platform.

Primary Responsibilities :

  • Develop processes to monitor all on-boarding projects while developing new client relationships during product implementation stage.
  • Help drive product adoption, share best practices and implement growth and optimization strategies for maximum value and success within customer user base.
  • Engage external client users in formal training settings and provide expert day-to-day servicing on all product aspects.
  • Contribute to product research, service-improvement initiatives, and other projects as needed as well as provide feedback to the software development team for technical-related product enhancements.

Skills / Qualifications :

  • Financial Services : Finance, Accounting, Economics, or Information Systems degrees preferred. (Two years or more experience in the Financial Services). Previous work experience in the Financial Services / Finance industry is a plus.
  • Hold a deep understanding of investment management and / or financial services in order to anticipate the context of user's needs.
  • Aptitude and willingness to gain complete knowledge of software capabilities in order to provide excellent service to platform users.
  • The ability to prioritize tasks based on the needs of the business and switch gears quickly while maintaining strong attention to detail.
  • Strong customer support focus and the ability to exercise sound professional judgement while working with both external users, and internal operational and finance technical teams.
  • Proven organizational skills, and the keen ability to understand and juggle different business priorities that provide the most value to the organization.
  • Proficient skills in Microsoft Excel.

    • Benefits Summary

  • Healthcare coverage starting at $0 out of pocket for individuals
  • HSA with annual company contribution ($200 / individual, $350 / family)
  • Vision and Dental offered
  • Deep discounts on supplemental plans (LTD, Critical illness, Hospital stay and Accident)
  • $50K life and AD&D coverage at no charge
  • 401K with 100% match for first 3% and 50% match for the next 2% contributed (up to a 5% match)
  • Unlimited PTO policy
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    Client Service Manager • Worcester, MA, US

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