Manage the client success lifecycle: onboarding, training, and long-term engagement
Serve as the primary contact for clients (fund managers, partners, allocators), ensuring satisfaction and success
Proactively monitor account health and address issues before they escalate
Gather and share client feedback to improve our products and service delivery
Maintain accurate client data and engagement metrics in CRM systems
Collaborate with cross-functional teams across time zones to drive high-quality outcomes
Consistently meet or exceed client retention and satisfaction KPIs

2–4 years of experience in customer success, account management, or client services (B2B, SaaS, fintech, or financial services preferred)
Excellent English communication skills (near-native fluency) — both written and spoken
Strong attention to detail, organization, and accountability
Comfortable working remotely with global teams and clients across different time zones
Proficient with CRM tools (e.g., HubSpot, Salesforce), spreadsheets, and reporting dashboards
Proactive and resourceful — you anticipate client needs and find creative solutions
Interest in finance, private markets, or investment operations is a plus.

Fully remote role with flexible hours
Opportunity to work closely with fund managers, allocators, and investors worldwide
Collaborative, high-performance, and trust-based culture
Room to grow into senior customer success or operations roles

Customer Success Specialist

Key skills