Client Experience Specialist providing exceptional operational support for Fidelity's critical clients. Bilingual position requiring expertise in mutual funds and customer relations.
About the role
- Customer Success professional in a tech company managing client projects and driving engagement. Focused on delivering value through strategic project management and client relationship building.
Responsibilities
- Monitor and relentlessly manage customer health and the relevance of the project;
- Have in-depth knowledge of the product and ecosystem and be able to identify alternatives;
- Study the industry and the specificities of the client's business;
- Propose solutions and alternatives to the client;
- Act as the client's voice across the company's teams;
- Co-manage internal teams, ensuring delivery and the deadlines agreed with the client;
Requirements
- Bachelor's degree (completed);
- Experience with Business Intelligence tools (Power BI, Tableau, or similar);
- Understanding of business problems — strategic mindset and results-oriented;
- Adaptability and willingness to learn;
- Experience with large companies (commercial area and/or project management);
- Previous experience in consultancies for Sales, commercial planning, market intelligence, RevOps, Sales Ops, Marketing, or commercial departments of large companies;
- Conversational English or Spanish;
Benefits
- Meal or food allowance;
- Gympass/TotalPass membership;
- Vittude (mental health support);
- Work-from-home allowance;
- Health insurance and dental plan (dental optional);
- Childcare assistance (up to the child's 6th birthday);
- Extended maternity, paternity, and adoptive leave;
- Life insurance;
- Birthday day off;
- Family Day;
- Mental health break;
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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