Appcast

Client Success Manager

Appcast • $80K — $120K *
New York, NY 10025In-Person
Finance & Insurance
Less than 5 years of experience
Reposted Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 3+ years in a client-facing role in banking with focus on alternatives allocations or closed-end private fund distributions.
  • Recognized for strong work ethic and attention to detail in project leadership.
  • Skilled at managing complex client relationships and requests.
  • Experience in teaching and managing team members supporting clients and operations.
  • Self-starter with a desire for ownership in shaping a financial technology business.
  • Proficiency in MS Excel, PowerPoint, Adobe, and general technological tools.
  • Bachelor's degree in Finance or a related discipline.

Responsibilities

  • Guide clients through onboarding to ensure full platform adoption.
  • Track and analyze key performance indicators for client satisfaction and platform usage.
  • Conduct demos and training sessions to enhance user experience on the platform.
  • Work with Product Managers to identify opportunities and enhance product features.
  • Lead client discovery and gather requirements for platform setup and testing.
  • Maximize platform engagement for existing clients through effective management.
  • Identify opportunities for growth within key client accounts.

Benefits

  • Opportunity to influence decision-making in a growing team.
  • Chance to set standards and develop best practices in the product.
  • Direct involvement in shaping a financial technology experience for clients.
Full Job Description
The Role

SUBSCRIBE is a small but growing team - as a new member you will have the opportunity to have direct influence on the decision making and execution of large pieces of the product. In addition, you will help set standards and develop best practices as our application and team grow. Your daily responsibilities may include:

Requirements
  • Work with clients through the onboarding process from initial usage to full platform adoption.
  • Produce and track KPIs related to client satisfaction, platform usage, and success indicators.
  • Conduct platform demos, teach-ins, training sessions, and build platform resources to maximize user experience.
  • Collaborate with Product Managers to identify product gaps and opportunities, vet potential solutions, and roll out new features.
  • Possess in-depth understanding of the platform to lead and/or facilitate client discovery, requirements gathering, operating model and business process design, platform set-up, testing and rollout.
  • Manage the overall platform experience for existing clients including maximizing their consumption of the platform.
  • Manage key client accounts and identify new opportunities to expand the existing relationship.
  • Partner closely with Product Managers, Relationship Managers, Sales, and Client Success teams to deliver for our clients.

Qualifications
  • 3+ years of experience in a client facing role working in a bank focused on alts allocation or distributions of closed end private funds.
  • Determined, dedicated, and ambitious professional - Recognized by management for a strong work ethic and attention to detail - Proven ability to lead and execute multiple projects within critical deadlines.
  • Ability to manage complex client relationships as single point, organize client requests, manage the follow-up, and generally focus on client success.
  • Ability to teach and manage others that are also managing clients and operational support tasks.
  • Self-starter seeking to put their own fingerprint on an exciting financial technology business - hungry to learn a lot and seek accountability and ownership of processes and initiatives.
  • Advanced MS Excel, PowerPoint, Adobe, general technological literacy (coding knowledge not necessary).
  • Bachelor's degree in Finance or similar field.

About Appcast

Appcast is a global leader in programmatic recruitment advertising technology. More than just a job board, Appcast?s programmatic recruitment advertising exchange connects employers and job seekers through real-time bidding and automatic job ad optimization. Appcast?s proprietary technology and advanced data analysis tools enable employers to source and hire top talent quickly, efficiently, and cost-effectively. Appcast is headquartered in Lebanon, New Hampshire, with offices in Boston, New York City, San Francisco, London, Manchester, and Budapest.
Learn more about Appcast
Size
200 employees
Industry
Staffing
Founded
2014
* Ladders Estimates

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