Customer Success Manager at Daloopa ensuring buy - side clients achieve impactful outcomes. Building partnerships and collaborating with a global team to enhance customer experience.
About the role
- Client Success Manager facilitating client relationships at FE fundinfo, a leading investment management technology company. Guiding clients to succeed with products and services in the finance sector.
Responsibilities
- Accompanying clients as they transition from new prospects to confident and active users of our products.
- Building strong, long-term relationships focused on loyalty, satisfaction and measurable outcomes.
- Proactively identifying potential issues and recommending innovative solutions to help clients succeed.
- Staying up to date with our products and each client’s business needs to provide relevant, value‐added insights.
- Monitoring client usage and engagement to ensure they get maximum benefit from our services.
- Collaborating with internal teams to align client needs with our product and service development strategy.
Requirements
- Proven customer success experience within the finance or financial services industry.
- Experience using Salesforce
- Excellent presentation and communication skills.
- Strong influencing, negotiation and persuasion abilities.
- Confident in building trusted, long‐lasting relationships.
- Adept at managing multiple priorities with diligence and attention to detail.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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