Customer Success Manager at Daloopa ensuring buy-side clients achieve impactful outcomes. Building partnerships and collaborating with a global team to enhance customer experience.
Responsibilities
Build deep partnerships with clients, guide them through onboarding and adoption, and ensure they get measurable impact from Daloopa’s solutions.
Learn the workflows of sophisticated investment teams, influence product usage, and drive retention and expansion.
Collaborate closely with a talented team of CSMs based in LatAm, sharing insights and best practices to deliver a consistent, exceptional client experience.
Work directly with your Manager to prioritize your accounts, refine processes, and elevate our customer success motion.
Participate in periodic onsite meetings with NYC-based customers.
Requirements
Experience as a CSM or other client services-based roles.
Proven ability to stay organized and maintain data hygiene while managing a complex book of business
Ability to assess customer churn trends, synthesize feedback, and drive product improvements.
Strong written and verbal communication and stakeholder management skills, capable of engaging with senior decision-makers
Strong background in FinTech, with prior experience working with buy-side personas as a bonus.
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