Client Success Manager (Investment Reporting) - B2B SaaS Fintech

As a Client Success Manager (Investment Reporting) at Landytech, your primary responsibilities include onboarding new clients onto our Sesame platform, ensuring their successful adaptation and providing continuous support. You will liaise with various teams such as Implementations, Product, and Data to address and resolve any technical issues clients may face. Your role also entails collecting and analyzing client feedback, identifying areas for improvement in our offerings, and advocating for product enhancements based on client needs.

To qualify for the Client Success Manager (Investment Reporting) role at Landytech, candidates should possess 4-7 years of experience in technical analysis or consultative account management within financial products. A Bachelor’s degree in Business, Finance, Economics, or a related field is also required. Strong Excel skills and experience in wealth or asset management are highly valued, along with proficiency in English and French, with knowledge of additional European languages being a plus.

The Client Success Manager at Landytech contributes to client satisfaction by closely monitoring and managing the onboarding process, actively communicating with clients to understand their needs, and ensuring that they are effectively utilizing our Sesame platform. By anticipating client requirements and addressing issues promptly, you play a critical role in building strong relationships and driving positive experiences that foster long-term engagement.

A successful Client Success Manager (Investment Reporting) in fintech should possess technical acumen in financial products, strong analytical skills, and a knack for project management. Interpersonal skills, such as actively listening, building relationships, and influencing key stakeholders, are equally important. Being detail-oriented and proactive in problem-solving will help anticipate client needs and drive continuous improvement in service delivery.

As a Client Success Manager at Landytech, you can expect a versatile work environment with opportunities to work from home based on your role. We offer a competitive salary, stock options, private medical insurance for you and your family, a pension plan, a cycle-to-work scheme, gym allowances, and regular office socials. Joining our fintech team means being part of a dynamic organization that's committed to revolutionizing investment reporting while prioritizing employee wellbeing.

When answering this question, highlight specific financial products you have work with, focusing on your ability to analyze and provide insights on them. Share stories that specifically detail your consultative approach in past roles, showcasing your understanding of how these products fit into a broader investment strategy.

Explain your onboarding process in detail, including your methods for training clients, monitoring their progress, and addressing potential roadblocks. Offer examples from previous experiences where your proactive monitoring led to successful client adaptation and satisfaction.

Focus on your problem-solving skills by detailing the issue, how you identified it, and the steps you took to resolve it. Emphasize your ability to communicate with both the client and internal teams, ensuring effective resolution and enhanced client experience.

Share various strategies you employ, such as regular check-ins, personalized communication, and feedback solicitation. Provide specific instances where these techniques led to improved client satisfaction or retention, illustrating how you build trust and rapport.

Discuss your time management and organizational skills. Explain how you assess the urgency and importance of tasks, potentially including a time management tool or method you've used in the past that effectively helped you juggle responsibilities.

Highlight your commitment to continuous learning by mentioning how you engage with development teams, attend training sessions, or follow product releases actively. Discuss how you apply this knowledge in your client interactions to enhance their experience.

Share your process for collecting feedback, whether it be through surveys, interviews, or informal conversations. Discuss how you analyze this information and present it to the product team, ensuring that client needs are reflected in future product enhancements.

Offer a specific example of a challenging client scenario, detailing the context, your actions to de-escalate the situation, and the ultimate outcome. Emphasize your communication skills and ability to remain calm under pressure.

Share your enthusiasm for fintech by discussing recent trends you find interesting, the impact of technology on finance, and how Landytech's mission aligns with your professional values. This can underscore your passion and intent to contribute meaningfully to the company.

Reflect on Landytech's mission and values that resonate with you. Talk about the company's growth, innovation in investment reporting, and how your skills align with the role. This is an opportunity to show you’ve done your research and genuinely wish to contribute.