Success Manager – Onboarding
: Job Details :

Our client is a global Fintech company that is a premier leader in CRM solutions for the Financial industry. Their technology is the industry's first connected growth platform, integrating fundraising and deal management workflows with data security, content management and company intelligence.

The Role

This position is a dynamic and hands-on role that requires working with all parts of the business to deliver the best experience for our clients.

The role is heavily client facing and requires strong interpersonal and organizational skills. Strong analytic skills are required to quickly understand a client's requirements and create a solution. Additionally, experience with Salesforce.com would make for an ideal candidate.

Responsibilities for Success Manager:

You will be responsible for the day-to-day management of client accounts including support, onboarding, training, as well as developing lasting relationships on an ongoing basis. You will also be responsible for understanding clients' needs and creating solutions that match their individual requirements.

Onboarding Clients:

Lead the implementation/onboarding of the product

Understand a client's business and customize the product to fit their needs

Create presentations & project plans

Work with the training team to create a unique training experience

Develop lasting relationships with clients

Understand client needs and create solutions & customization on the product

Qualifications for Success Manager:

1-3+ years Implementation/Onboarding and Client Relationship Experience

Experience with Salesforce.com

Knowledge of the financial services industry a plus

Strong analytical skills

Detail oriented, disciplined and organized

Someone who gets a kick out of making customers successful

Happy to work in a fast growth, hard working environment

Bachelor's Degree

Salary: $50,000 - $70,000

Location

New York, NY

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