Northern Trust

Client Success Manager

Northern Trust$80K — $120K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • BA/BS degree in business-related field (e.g., economics, marketing, finance, engineering)
  • 4+ years of professional experience, with 2+ in client-facing/account management roles
  • Strong communication skills, both written and verbal
  • Solid technical skills in Excel, with knowledge of VLookup, pivot tables, and SQL
  • Proven ability to manage customer relationships effectively

Responsibilities

  • Develop expertise in the company's product offerings
  • Serve as primary point of contact for client interactions
  • Proactively build strong relationships with clients
  • Manage check-in calls to promote adoption and troubleshoot issues
  • Translate client needs into technical requirements
  • Own problem resolution and coordinate internal teams
  • Provide feedback to improve client use of services

Benefits

  • Fully remote work option for candidates outside Los Angeles
  • In-office requirement only one day a week for local candidates in Los Angeles
  • Minimal travel required (approximately 10%) for client meetings
  • Opportunity to have a significant impact on a growing team
  • Engage in a dynamic work environment with daily challenges
Full Job Description
Overview

As a Client Success Manager, you will be the company's product expert, actively shaping customers' experiences within their platform. Your responsibilities will include building relationships with users, resolving issues, managing client change requests, and facilitating product adoption. Acting as the primary point of contact for their customers, you will collaborate closely with their Product Development and Engineering teams to ensure alignment between client needs and the product roadmap.

What You'll Do:
  • Develop expertise in company's product offerings
  • Serve as the primary point of contact between the company and their customers
  • Proactively interface with multiple levels of client management, building rapport and strong professional relationships
  • Manage regular check-in calls to drive adoption, solve tactical issues, and identify product development/up-sell opportunities
  • Translate client requests into technical and/or engineering requirements
  • Take ownership of daily problems and issues, quarterbacking and managing internal teams from troubleshooting to completion
  • Work with customers to understand how best to use their services and provide valuable feedback to business and development teams
  • Help clients better understand the full potential of their products
  • Act as liaison between clients and the Product Development team
  • Manage backlogs and timelines on behalf of large enterprise clients
  • Oversee technical implementation details for each client (business rules, data processes, etc.), and ensure up-to-date documentation
  • Build presentation materials and present findings to small teams
  • Lead web-based trainings, conference calls and in-person client meetings


About You:

  • You have a "customer-first" attitude: you take pride in knowing your customers and their businesses, and you prioritize their best interests over all else
  • You speak with confidence and authority, and you enjoy conversation and client engagement
  • You are comfortable acting as a leader, proactively building customer relationships and taking responsibility for customer satisfaction
  • You are highly organized and can handle multiple daily priorities in a dynamic environment
  • You aren't afraid to make mistakes, or fix them afterwards
  • You take pride in your work and are interested in making a significant impact on a small but growing team


What We're Looking For:
  • Education: BA/BS degree, with business-oriented concentration (e.g., economics, marketing, finance, engineering)
  • Work Experience: 4+ years of professional experience, with at least 2 in a client-facing/account management role


Skills:
  • A great professional communicator, both written and verbal
  • Solid technical skills (Excel)
  • Knowledge of VLookup, working with data sets, and pivot tables
  • Expertise with SQL, PowerPoint, and Salesforce are benefiical
  • Proven track record of managing customer relationships effectively
  • Ability to respond to customer requests throughout the day
  • Exceptionally organized and detail-oriented (they're a data company and details matter!)
  • Ability to grasp technical concepts
  • Self-motivated and proactive, with a "can do" attitude; willing to pitch in and do whatever is required


Remote Working & Travel:
  • This position can be fully remote, if candidate is located outside Los Angeles
  • If based in Los Angeles, it is required to come to the office on Thursdays only. (Monday - Wednesday, and Fridays are remote)
  • Travel will be approximately 10% for this position


Preferred (But Not Required):
  • If not residing in Los Angeles, fully remote candidates are preferred to based in Eastern or Central Time Zones (Texas or North Eastern U.S.)
  • Candidates who have relevant industry experience including Construction Equipment Industry or Rental Experience

About Northern Trust

Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, and fiduciary and banking solutions to corporations, institutions, and affluent individuals. They have evolved with the changing needs of their clients and their world.

Northern Trust Careers

Joining Northern Trust means becoming part of a global financial services institution that is dedicated to providing expert guidance and innovative solutions to its clients. At Northern Trust, we pride ourselves on fostering a culture of leadership, diversity, and innovation, which makes us a premier destination for career growth in the financial industry.

Work You’ll Do

At Northern Trust, you will collaborate with some of the most talented professionals in the financial sector. Our team is committed to excellence and equipped with a diverse range of skills that contribute to our dynamic environment. Here, you will have the opportunity to lead projects that transform our services and drive significant value for our clients across the globe.

Explore Job Opportunities and Internships

Whether you are starting your career or looking to make a significant impact in the financial industry, Northern Trust offers a variety of job opportunities and internships that will help you achieve your professional goals. From entry-level positions to leadership roles, our company is actively hiring individuals who are passionate, curious, and driven to excel.

Innovative Work

Northern Trust is at the forefront of financial innovation. Our employees are encouraged to think creatively and leverage cutting-edge technologies to solve complex problems. By joining our team, you will work on pioneering solutions that redefine the standards of financial services.

Be Part of a Great Team

Our team at Northern Trust is more than just a group of employees – we are a community. We value collaboration, and our culture is built on mutual respect and a commitment to diversity and inclusion. Working with us, you will experience a supportive network that is passionate about sharing knowledge and ideas.

Future-Proof Your Career

Northern Trust is dedicated to your professional development. We offer comprehensive benefits, diversity training, and numerous resources to help you grow your career. With our support, you can expand your skills, gain valuable experience, and achieve professional certifications that will enhance your career trajectory.

Stay Connected

Join Our Team

Discover the perfect role for you at Northern Trust by exploring our current job openings that match your skills and interests. We are looking for professionals who are solution-driven and eager to contribute to our legacy of financial excellence.

Keep Up to Date

Stay informed with the latest career tips, industry insights, and professional growth opportunities—all available through our careers blog. At Northern Trust, we ensure that our team members are always ahead in the industry.

Job Alert Emails

Customize your experience by subscribing to job alerts and insider tips tailored to your preferences. At Northern Trust, exciting and rewarding opportunities are always on the horizon, and we are eager to see where your talents can take us. Join Northern Trust today and be part of a company that values innovation, leadership, and a diverse and inclusive workplace. Here, every position is a chance to contribute to something bigger and to turn your job into a meaningful career.
Learn more about Northern Trust
Size
21,100 employees
Market Cap
$18.1 billion
Industry
Net Income
$1.2 billion
Founded
1889
5 Year Trend
+4.9%
Revenue
$6.1 billion
NASDAQ

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