Client Success Manager
Client Success Manager
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$ 100000 - 108000
1 Vacancy
Job Description
This role will be responsible for the onboarding customer success and solution best practices for Gen IIs reporting portal platform Sensr Portal. As a member of Sensr portals Customer Success Team you will be an integral part of client implementation working closely with our clients and Gen IIs Client Service addition as an expert on the application you will build strong relationships with our clients ensure they are comfortable on the platform and gather feedback to share with the product team for future enhancements.
Primary Responsibilities Will Include:
- Own overall relationship with assigned clients which includes managing their on-boarding implementation training increasing adoption and value add ensuring retention and high levels of customer satisfaction.
- Establish a trusted and strategic advisor relationship to help drive continued value of our products and services.
- Maintain and develop customer success strategies and best practices as well as customer support content while working with other internal teams.
- Communicate effectively with both internal and external senior-level management to understand customer needs maximize retention and growth and communicate learnings.
- Maintain existing customer success metrics and data as directed.
Job Requirements Skills Education and Experience:
- Bachelors degree
- 2-5 years experience in the financial services software industry.
- Experience working on a SaaS solution would be ideal specifically private equity reporting portals.
- Private Equity knowledge a plus.
- Experience with implementing large data sets on software.
- Familiarity with Private Equity metrics and other Fintech solutions.
- Spot inefficiencies in process and identify problems while proposing solutions to increase team efficiency.
- Identify product gaps communicate client needs and work with the product team testing on an as needed basis.
- Technical knowledge and business acumen.
- Ability to learn on-the-job quickly apply learning to recommend solutions to issues.
- Ability to quickly adapt to changes in processes and procedures in a rapidly changing environment.
- Strong attention to detail and accuracy.
- Strong project management skills.
- Superior problem solving judgement and decision-making skills.
- Ability to think independently prioritize multi-task and meet deadlines.
- Extensive Microsoft suite skills - Excel Word Visio PowerPoint and Outlook.
The salary range for this position is $00 in addition to a discretionary bonus and comprehensive benefits package. Please note that the actual salary offered within that range will depend on the candidates experience level.
About the Company
Gen II Fund Services LLC is one of the largest global independent private equity fund administrators administering over $1 trillion of private capital on behalf of its clients with 14 offices across the US Canada and Europe. Gen II offers private fund sponsors a best-in-class combination of people process and technology enabling fund sponsors to effectively manage their operational infrastructure financial reporting and investor communications. The Gen II team is the most experienced and longest tenured team in the private equity fund administration industry with broad expertise across buyout funds of funds real estate energy infrastructure credit co-investment hybrid funds feeder funds venture capital retail and managed accounts.
Key Facts:
- Administering over $1T in assets
- Servicing nearly every significant investor in the asset class
- Institutional grade infrastructure and SSAE 18 (SOC-1 Type 2) certification ensuring confidence in our processes and operating model
- The most experienced and best performing team in the industry
Manager
Employment Type
Full-Time
