Client Success Manager
Job Summary
Managing day-to-day operations for a dedicated book of accounts, the full-time Client Success Manager will coordinate between teams to ensure seamless client experiences across various financial services sectors while working remotely.
Key responsibilities
- Serve as the primary operational contact for assigned accounts, collaborating closely with the VP, Client Strategy & Success
- Bridge communication between the Onboarding team, Client Support, and clients to prevent gaps in service
- Track and manage open action items and commitments, providing regular updates on account activity to the VP
Required qualifications
- Bachelor's degree
- 3-5+ years of experience in client success, account management, implementation, or operations roles, preferably in financial services or FinTech
- Strong project and process management skills with the ability to manage multiple workstreams
- Working knowledge of Managed Accounts, UMAs, TAMPs, and FinTech concepts
- Experience with ticketing and workflow systems such as Jira or Confluence
Complete Job Description
The complete job description is available to members. Premium membership includes:
Full access to 48,944 remote jobs from human-vetted companies, updated daily
Resume Builder - AI-powered tool to craft, enhance, and tailor your resume to a specific job
Twice-monthly live group coaching and the full Remote Career Center
20% member discount on Career Services
Backed by a 30-day money-back guarantee
Company Company Name
Headquarters Headquarters
Founded Founded
Website
The company description is available to members. Go Premium for full access to every job and company profile in our remote jobs database, backed by a 30-day money-back guarantee.
