InvestorFlow

InvestorFlow

πŸ“ Location: New York, New York, United States

InvestorFlow offers a comprehensive cloud-native platform for enhancing digital experiences in investment management.

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Client Success Manager

bookmark
1 week ago
πŸ’° 110K-125K USD/year
πŸ›’οΈ Lever
⏰ Full Time
πŸ’» Hybrid
🟑 Junior (3 Years)
Customer Support & Success Jobs
πŸ’° Finance
πŸ’» Tech, Software & IT Services
✍️ Full Description
InvestorFlow is a platform that helps alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action. The Client Success Manager will serve as the primary point of contact for key clients, ensuring they achieve their desired outcomes with our solutions.

Requirements

  • 3+ years of experience in client success, account management, or client support roles.
  • Strong communication, presentation, and relationship-building skills with a client-first approach.
  • An analytical mindset to assess client needs, provide strategic recommendations, and deliver effective solutions.
  • Resourceful, proactive self-starter with excellent organizational skills and attention to detail.
  • Proven ability to manage multiple client accounts and priorities simultaneously.
  • Strong interpersonal and negotiation skills with the ability to drive results for clients and internal stakeholders.
  • Salesforce Admin certification or equivalent experience with the ability to gain certification within 6 months.

Benefits

  • Strong benefits package
  • Flexible work environment
  • Opportunities for professional growth and development
  • Collaborative and dynamic team
πŸ”Ž Search all JobsAll Jobs at InvestorFlow
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