Client Success Manager
Client Success Manager (Financial Services)
Job Overview:
Remote Recruitment is seeking a dynamic and client-focused Client Success Manager to join our team. In this role, you will be responsible for building strong relationships with our financial services clients, ensuring their satisfaction, retention, and growth. The ideal candidate will have a background in financial services and a passion for delivering exceptional client experiences.
This position offers the flexibility of remote work, allowing you to engage with clients from various locations while delivering top-notch service.
Responsibilities:
- Act as the primary point of contact for clients, fostering positive relationships and trust.
- Understand client needs and goals to provide tailored solutions and support.
- Ensure successful onboarding of new clients and conduct regular check-ins to assess satisfaction.
- Proactively identify opportunities to upsell additional services and increase client retention.
- Collaborate with internal teams to resolve client issues and escalate when necessary.
- Track client metrics and create reports to showcase success and areas for improvement.
- Stay updated on industry trends and best practices to provide valuable insights to clients.
Qualifications and Experience:
- Previous experience in client success, account management, or a similar client-facing role.
- Strong understanding of financial services and products.
- Excellent communication and interpersonal skills.
- Ability to build trust and rapport with clients.
- Proven track record of meeting and exceeding client expectations.
- Analytical mindset with the ability to interpret data and trends.
- Experience in creating client reports and delivering presentations.
- Self-motivated and goal-oriented with a focus on client satisfaction.
- Comfortable working remotely and managing client relationships virtually.
- Degree in Business, Finance, Marketing, or related field.
Average salary estimate
If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.
Opportunity for a Sales Consultant to engage businesses with tailored recruitment solutions in a fully remote role.
Join Remote Recruitment as a Proofreader and be the final gatekeeper of our written content, ensuring high standards of quality and professionalism.
As a Sr. Enterprise Publisher Account Manager at Taboola, you'll cultivate valuable publisher partnerships to drive performance and growth.
Seeking an Account Manager at Allied Universal to lead security operations and enhance client relations in a dynamic environment.
As the Director of Account Management at Vanta, you will spearhead customer retention and expansion efforts in EMEA while leading a team of skilled account managers.
Join Lago as an Account Manager to foster client relationships and drive exceptional results in digital marketing.
Adobe seeks an experienced Technical Account Director to enhance customer engagement and technical strategy.
Join Kaiser Permanente as an Account Manager to lead sales and retention initiatives in a dynamic work environment.
Become part of Sourgum's mission to modernize waste management as an Account Manager focused on building and nurturing client relationships.
Join SOTI as a Senior Technical Account Manager to leverage your expertise in managing relationships with Enterprise customers and guide them through utilizing SOTI products effectively.
Lantern seeks a strategic and experienced VP of Client Success to enhance relationships and revenue for Large Enterprise clients.
Join Orchard as the Director of Account Leadership, driving strategic oversight for innovative marketing programs in a dynamic, growth-focused environment.
As a Technical Account Manager at Dispatch, you'll be pivotal in enhancing customer experiences by leveraging your technical acumen and product knowledge.
M&T Bank is looking for a Client Administrator I to enhance client relationships within their dynamic Loan Market Solutions Division.
Join EnerSys as a Salesforce & Marketing Cloud Account Engagement Administrator to optimize sales and marketing operations through technical expertise and user training.
Subscribe to Rise newsletter
🔮
Hi, I'm Risa! Your AI Career Copilot
you, just ask me below!
