Develop a deep understanding of your clients, including their objectives, needs, and working styles
Drive adoption of products/services
Monitor usage data to target inactive users
Maintain accurate users lists that reflect active users
Seek opportunities for growth, specifically with user adds, within existing accounts
Serve as the product expert for services within your client base
Conduct product trainings
Assist with inbound product and research related questions
Partner with Product to ensure client feedback is integrated into product enhancement roadmaps
Partner with Marketing on campaign strategies within existing accounts

1-2 years of experience in Customer Success, Account Management, or a related customer-facing role
Previous experience servicing Wealth Management accounts is highly preferred
Previous experience in a Research environment is highly preferred
Hands-on experience with CRM tools (preferably Salesforce)
Collaborative work ethic and a goal driven individual
Excellent communication and interpersonal skills with the ability to build rapport and trust with clients and internal teams
A customer-centric mindset with a passion for helping clients succeed
Ability to prioritize tasks and manage multiple client requests
Strong problem-solving skills and a proactive approach to addressing client challenges.

Client Success Manager

Key skills