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 Manager at Lottie, connecting care operators with families seeking care services. Driving client retention and onboarding while analyzing market dynamics to enhance customer experience.
Responsibilities
- Lead and nurture relationships with care operators on marketplace platform.
- Drive client retention, deliver against revenue targets, and ensure seamless onboarding.
- Support clients via phone and email, acting as primary point of contact.
- Analyze and share data on enquiry volume, conversion rates, and occupancy trends.
- Become an expert on Lottie's marketplace platform to maximize visibility for clients.
Requirements
- Proven experience in a customer success or account management role.
- Proven track record of managing client relationships and hitting revenue targets.
- Experience onboarding new clients and setting them up for long-term success.
- Ability to influence internal and external stakeholders via data-led analysis.
- Excellent communication and client management skills.
- Great collaboration skills, enjoying working with various departments.
- Proactive mindset and high attention to detail.
Benefits
- A very generous EMI share offering
- 26 days + bank holidays
- Professional development opportunities
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