About this role

Accompanying clients as they transition from new prospects to confident and active users of our products.
Building strong, long-term relationships focused on loyalty, satisfaction and measurable outcomes.
Proactively identifying potential issues and recommending innovative solutions to help clients succeed.
Staying up to date with our products and each client’s business needs to provide relevant, value‐added insights.
Monitoring client usage and engagement to ensure they get maximum benefit from our services.
Collaborating with internal teams to align client needs with our product and service development strategy.

Proven customer success experience within the finance or financial services industry.
Experience using Salesforce
Excellent presentation and communication skills.
Strong influencing, negotiation and persuasion abilities.
Confident in building trusted, long‐lasting relationships.
Adept at managing multiple priorities with diligence and attention to detail.

Client Success Manager

Key skills