Client Success Manager, Senior Associate - B2B SaaS Fintech

As a Client Success Manager, Senior Associate at Landytech, your key responsibilities include ensuring the successful onboarding of new clients, from implementation to day-to-day use of our Sesame platform. You'll serve as the main point of contact for clients, working closely with the Implementations, Product, and Data teams. Additionally, you'll help identify platform issues, communicate client feedback for product development, and actively engage with clients to understand their evolving needs.

To become a Client Success Manager, Senior Associate at Landytech, you should have a Bachelor's degree in Business, Finance, Economics, Accounting, or a related field. Moreover, 4-7 years of experience in financial product analysis or consultative account management is ideal. Strong skills in Excel, financial analyses, and fluency in both English and French are essential for this role, with additional European languages being a plus.

Landytech is deeply committed to employee growth, particularly for roles like the Client Success Manager, Senior Associate. You will have the opportunity to work alongside a growing and innovative team, making your mark while receiving valuable mentorship. With an emphasis on continual learning, including opportunities to engage in industry events and ongoing training, you'll find ample support to enhance your skills and advance your career.

In your role as a Client Success Manager, Senior Associate at Landytech, you'll engage with a diverse array of clients, including investment managers, asset owners, and advisors from all over the world. This position offers the unique chance to work with various stakeholders who utilize our cutting-edge Sesame platform to make informed investment decisions, making your role both impactful and fulfilling.

Landytech offers a comprehensive benefits package for its Client Success Manager, Senior Associate employees, including a competitive salary with stock options, hybrid work arrangements, private medical insurance, a pension plan, and wellness allowances. Additionally, the company fosters an inclusive environment with regular social events, making it a great place to work while investing in employee well-being.

When answering this question, focus on your past experiences with onboarding clients for SaaS products. Highlight specific steps you took to facilitate a seamless transition and how you collaborated with different teams. Explain how you tracked progress and ensured client satisfaction throughout the onboarding journey.

In responding to this question, describe a specific instance where you managed a challenging client scenario. Explain your approach in maintaining professionalism and empathy while addressing the client’s concerns. Emphasize the importance of communication and proactive problem-solving to reach a satisfactory resolution.

Discuss how you leverage tools like feedback sessions, surveys, and direct conversations to gauge client needs. Showcase your ability to analyze feedback and translate it into actionable insights for product adoption. Stress the importance of maintaining relationships and regular check-ins to foster an ongoing understanding of client objectives.

Here, provide details about your professional background related to financial products and any relevant sectors. Illustrate your understanding of various investment products and how they function within client strategies. Highlight your analytical skills and any specific results or achievements that demonstrate your expertise.

Share specific time management techniques you deploy, such as prioritizing tasks based on urgency and importance. Illustrate your organizational skills by providing examples of how you successfully handled competing deadlines and ensured high-quality outcomes within defined timelines.

Explain how you actively seek out industry knowledge through resources like webinars, journals, and networking. Highlight any professional development activities you've engaged in, such as attending conferences or workshops, which keep you up-to-date on emerging trends that relate to your role.

Communicate your vision of effective communication as the backbone of client success. Provide examples of how clear, transparent dialogue can lead to improved customer relationships. Discuss the significance of regularly updating clients and ensuring they feel valued through consistent interactions.

Share a detailed example of a significant client issue you encountered and the steps you took to address it. Focus on your analytical thinking and problem-solving abilities, as well as the ultimate outcome that benefitted the client and reinforced their trust in your services.

Here, detail any CRM tools or software systems you’ve used to manage client data and interactions. Describe how these tools enhanced your ability to track client activities, manage communications, and improve overall relationship management.

Discuss your passion for client satisfaction and the drive to help clients achieve their goals. Share how assisting clients leads to their success, which in turn motivates you to continuously improve and deliver exceptional service.