Consumer Edge · 18 hours ago
Associate Client Support Manager - Financial Services
United States
Full-time
Remote
Entry, Mid Level
$90K/yr - $105K/yr
2+ years expConsumer Edge is a leading data and insights-as-a-service company specializing in consumer, B2B, and healthcare economies. The Associate Client Support Manager will support and grow relationships with financial institutions, ensuring smooth onboarding and optimal usage of CE's data and SaaS products.
Information Services
Responsibilities
Support day-to-day relationships with a defined set of client accounts, partnering with Account Management and other CE colleagues
Educate customers to ensure adoption and optimal usage of CE’s offerings
Track key deliverables, follow up on open items, and ensure client and internal stakeholders are aligned on next steps and timelines
Maintain accurate records of contacts, meetings, usage notes, and renewal dates in CRM and internal systems
Prepare materials for client meetings, including account summaries, usage reports, and presentation content
Monitor engagement and basic account health indicators, and flag notable changes to senior team members
Help respond to client requests by coordinating with Insights, Product, Data, and Support to get timely and accurate answers
Contribute to client-facing resources such as guides, FAQs, and onboarding checklists that help users adopt CE more quickly
Identify ways to streamline workflows and improve internal processes, tools, and documentation within the Client Success and Account Management teams
Qualification
Required
Bachelor's degree in Finance, Business, Economics, or a related field
Two to four years of experience in a client-facing environment role, ideally in financial services
A collaborative and team oriented working style, with a strong focus on client engagement, adoption, and long-term relationship growth
Expertise with Excel, PowerPoint, and Salesforce; Hubspot is a plus
Strong verbal and written communication skills and comfort working with professional, detail-oriented stakeholders
Analytical mindset with the ability to interpret data, spot patterns, and support clear recommendations
Strong organization and time management skills with the ability to manage multiple tasks and accounts concurrently
Eagerness to learn CE's products, data, and client use cases in depth
Benefits
401(k) match
Paid parental leave
Flexible and generous time off
Work from home flexibility
Subsidized health benefits
Company
Consumer Edge
Consumer Edge (CE) is a consumer alternative data firm providing insights as a service solutions to the global investor community, hedge funds, private equity, venture capital, corporates and data partners.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jess Hansen
CFO
Justin Barclay
Chief Analytics Officer
Company data provided by crunchbase