InvestorFlow

InvestorFlow

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

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Client Success Manager

bookmark
6 days ago
πŸ›’οΈ Lever
⏰ Full Time
πŸ’Ό In-Person
🟒 Entry level (0 Years)
Customer Support & Success Jobs
πŸ’° Finance
πŸ’» Tech, Software & IT Services
✍️ Full Description
The Client Success Manager will serve as the primary point of contact for an assigned book of clients, ensuring they are achieving their desired outcomes with InvestorFlow's solutions. The role involves nurturing relationships, providing strategic guidance, and addressing any issues to maximize client satisfaction and loyalty.

Requirements

  • Proficient in English (C1+)
  • Proven experience in client success, account management, or client support roles.
  • Strong communication, presentation, and relationship-building skills.
  • Analytical mindset with the ability to assess client needs and recommend solutions.
  • Ability to manage multiple client accounts and competing priorities simultaneously.
  • Attention to detail and a client-first mindset

Benefits

  • Experience working with Salesforce is a plus.
  • Bachelor’s degree in business, marketing, or a related field preferred.
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