Client Success Manager

Job Summary

Supporting a network of distribution partners in the financial services sector, the full-time Client Success Manager will manage smaller partner relationships, ensuring seamless content distribution and driving product adoption while working remotely.

Key Responsibilities

• Directly manage a handful of smaller partner relationships, facilitating end-to-end communication and scheduling
• Develop a deep understanding of each partner's goals, packages, and usage of services
• Monitor usage data and maintain accurate records of partner accounts and interactions

Required Qualifications

• 1-2 years of experience in Customer Success, Account Management, or a partner-facing customer role
• Previous experience in financial services or financial data environments is highly preferred
• Hands-on experience with CRM tools, preferably Salesforce
• Proficiency in Excel, including pivot tables and data analysis
• Strong relationship management skills with a customer-centric mindset