Client Success Manager

Client Success Manager is responsible for maintaining deep customer relationships to drive account revenue retention and growth, delivering exceptional service, and growing InvestCloud's footprint within each account.

Requirements

• BA/BS degree required; MBA a plus.
• 10+ years of financial services experience, preferably within the customer segments of Wealth & Asset Management.
• Proven account management experience in a customer-facing environment.
• Strong understanding of clients’ business models and workflows, including how they create value and measure success.
• Demonstrated selling skills, including the ability to identify, develop, and articulate a complex proposition and perform effective consultative selling.
• Strategic thinker with the ability to connect day-to-day activities to long-term business outcomes.
• Strong negotiation skills, with experience managing complex commercial conversations.
• Experience using analysis, reporting, modeling, and forecasting to gather data and inform business decisions.

Benefits

• medical/Rx
• dental
• vision
• disability
• life/AD&D insurance plans
• Flexible Savings Account (FSA)
• Health Savings Account (HSA)
• Employee Assistance Plan (EAP)
• health advocacy
• voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance)
• 401(k) retirement savings plan with company match
• paid time off