- You have strong written and oral communication skills with proven ability to initiate and manage relationships with customers of all levels
- Self-starter with the ability to manage multiple projects simultaneously
- You have the ability to understand and translate customer requirements
- Critical thinking, analysis, troubleshooting, and problem-solving are your expertise
- Ability to effectively prioritize and escalate customer issues
- You thrive and can adapt in a rapidly changing environment
What you’ll be doing:
- Oversee and ensure successful client onboardings- SOW creation, coordination of project resources, monitoring project plans, and mitigating project risks
- Manage the overall relationship with assigned accounts to ensure renewals and uncover opportunities for cross-sell/up-sell
- Ensure account transparency by tracking client data in our Customer Success application (Gainsight)
- Manage multiple fast-paced projects and ensure success and ongoing client satisfaction
- Translate customer needs and issues into a set of business requirements
- Craft detailed requirements of client solutions that can be passed to solutions engineering teams
- Conduct regular business review meetings with key accounts
- Provide ad-hoc troubleshooting, ongoing training for existing customers and other services and support activities as required.
- Assist with the creation of training documentation as needed
- Assist with other services and support activities as required
What you’ll bring to the team:
- Bachelor’s Degree in Business Administration, Engineering, Computer Sciences or related field required, or equivalent related experience
- Advanced proficiency with the Microsoft Office Suite including Microsoft PowerPoint, Microsoft Word, and Microsoft Excel
- Minimum of five years prior experience in FinTech or Financial Services
- In-depth knowledge of data systems and structures
- Previous experience with SaaS (desirable)