Independent research. Indispensable results.
Client Success Manager
Location
United States
Posted
53 days ago
Salary
$55K - $70K / year
Job Description
Job Requirements
- 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.
Benefits
- 20 days of Vacation
- 8 Sick Days
- 1 paid volunteer day
- 10-11 Holidays a year
- Health, Dental, & Vision Insurance
- Company paid Life & Disability Insurance
- Competitive Pay
- Annual Performance Bonus
- 401K Match
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