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 clientsâ 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