Success Manager – Onboarding
New York, NY, United States
Our client is a global Fintech company that is a premier leader in CRM solutions for the Financial industry. Their technology is the industry’s first connected growth platform, integrating fundraising and deal management workflows with data security, content management and company intelligence.
The Role This position is a dynamic and hands-on role that requires working with all parts of the business to deliver the best experience for our clients.
The role is heavily client facing and requires strong interpersonal and organizational skills. Strong analytic skills are required to quickly understand a client’s requirements and create a solution. Additionally, experience with Salesforce.com would make for an ideal candidate.
Responsibilities for Success Manager: You will be responsible for the day-to-day management of client accounts including support, onboarding, training, as well as developing lasting relationships on an ongoing basis. You will also be responsible for understanding clients’ needs and creating solutions that match their individual requirements.
Onboarding Clients: Lead the implementation/onboarding of the product
Understand a client’s business and customize the product to fit their needs
Create presentations & project plans
Work with the training team to create a unique training experience
Strategic Relationship: Develop lasting relationship with clients
Understand client needs and create solutions & customization on the product
Qualifications for Success Manager: 1-3+ years Implementation/Onboarding and Client Relationship Experience
Experience with Salesforce.com
Knowledge of the financial services industry a plus
Strong analytical skills
Detail oriented, disciplined and organized
Someone who gets a kick out of making customers successful
Happy to work in a fast growth, hard working environment
Bachelor’s Degree
$50,000- $70,000
Location New York, NY
Apply For This Position Your Name (required)
Your Email (required)
Upload Resume
What are you looking for? Any additional information we should know? Recommendations? We want to know to better assist you.
As a boutique recruitment firm, we have a uniquely curated job search process dedicated to getting to know you and your hiring needs.
Newsletter Sign Up Keep in touch with Agility Talent and find out about all the new opportunities before everyone else!
#J-18808-Ljbffr