Client Success Manager (Investment Reporting) - B2B SaaS Fintech

The Client Success Manager (Investment Reporting) at Landytech is responsible for guiding clients through the onboarding process, ensuring they fully utilize our Sesame platform. Duties include liaising with various teams, identifying issues, and providing technical analyses of investment products. The role also involves actively engaging with clients to understand their needs and gather feedback, which is crucial for both client satisfaction and product development.

To apply for the Client Success Manager (Investment Reporting) position at Landytech, you'll need a Bachelor's degree in Business, Finance, Economics, Accounting, or a related field. Additionally, 4-7 years of experience in technical analyses of financial products or consultative account management is required. Proficiency in Excel, strong analytical skills, and fluency in both English and French are essential for this role.

The Client Success Manager (Investment Reporting) contributes to product development at Landytech by actively gathering client feedback and insights during interactions. By identifying clients' needs for new technology or features and communicating these to the Product Team, the Client Success Manager plays a vital role in shaping the future of our Sesame platform, ensuring it meets market demands and enhances user experience.

Key skills needed for a successful Client Success Manager (Investment Reporting) at Landytech include strong project management capabilities, excellent relationship building, and consulting skills. The ability to listen, anticipate client needs, and effectively communicate with stakeholders is vital. Additionally, strong analytical skills and proficiency with financial products are essential to provide the highest level of client support.

Landytech offers a variety of benefits to its Client Success Managers, including a competitive salary and stock options, private medical insurance through Bupa for you and your family, a pension plan with NEST, and a cycle-to-work scheme. We also support flexible working arrangements with hybrid work options and offer regular social events, making it a vibrant place to work!

When onboarding new clients as a Client Success Manager, I prioritize understanding their specific needs and goals. I create a structured plan that includes scheduled check-ins to address any questions, ensure they are comfortable using the platform, and customize training sessions based on their requirements.

In my previous role, a client faced challenges with a new feature. I took the initiative to investigate, identified the root cause, and worked closely with our technical team to provide a quick solution. Post-resolution, I followed up with the client to ensure they were fully satisfied, demonstrating our commitment to their success.

To maintain strong client relationships, I engage regularly through personalized communication. I keep clients informed about product updates and ensure they receive proactive support. Building trust is key, so I always encourage feedback and act on it to adapt our approach to meet their evolving needs.

I have over five years of experience working directly with investment products, including analysis of performance metrics and understanding various financial instruments. This background allows me to effectively communicate product capabilities and assist clients in leveraging their investment strategies using our platform.

I prioritize tasks by assessing client needs and urgency. Utilizing project management tools helps me keep track of onboarding tasks, support requests, and product updates. I also maintain an organized schedule for regular client meetings, ensuring each client receives the attention they need.

Handling a dissatisfied client involves active listening and empathizing with their concerns. I would ask clarifying questions to understand the issue fully, assure them that their feedback is important, and collaborate on a solution, ensuring they feel supported throughout the process.

Client feedback is integral to my duties. It informs the work I do as a Client Success Manager, guiding how I tailor support and helping enhance our platform's features. Regularly collecting and analyzing feedback allows our team to evolve and align offerings with client expectations.

I believe my technical proficiency in financial products, strong communication skills, and a genuine passion for helping clients succeed make me a great fit for the Client Success Manager position. I am an advocate for my clients and committed to ensuring they maximize the value of our platform.

To stay informed about new product developments, I actively participate in internal meetings and training sessions. I also engage with the product team and attend webinars or industry events that focus on emerging trends and updates relevant to our technology and client needs.

In a previous position, I organized a cross-departmental workshop to align our customer success initiatives with product development. By facilitating open discussions, we identified key areas for improvement and streamlined processes, which resulting in increased client satisfaction and retention rates across the board.