Act as the primary day-to-day contact for financial institutions, overseeing smooth onboarding, ensuring ongoing satisfaction, and supporting retention of our services.
Support the Client Experience team in onboarding new teams & use cases — including product set-up, training, and documentation.
Monitor client accounts and usage metrics to identify trends, risks, and opportunities.
Coordinate with internal teams (product, engineering, compliance, operations) to resolve client issues promptly.
Maintain client records, notes, and actions in the CRM system.
Assist in preparing business reviews, adoption reports, and success plans.
Gather client feedback and share insights with the product team to influence roadmaps.
Help identify upsell/cross-sell opportunities with existing accounts.
Requirements
Degree or equivalent experience in finance, business, economics, or related field.
3-5 years' Experience in a customer success, account management, or client-facing support role
Strong organisational skills and attention to detail.
A collaborative nature and an ability to build broad client relationships as well as galvanising and influencing internal relationships.
Able to quickly learn & convey product knowledge, conference engagements and technical product demonstrations.
Self-motivated, energetic, results-oriented, hard-working and dynamic
Strong interpersonal and communication skills (listening, verbal, written, presentation)
Highly organised and excellent planning skills, able to work under pressure, and able to meet deadlines.
Experienced in the use of sales tools such as Salesforce
Quick learner, analytic and rational thinking, able to analyse and interpret data, polite, problem solver.
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