Client Success Manager jobs in United States
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CFRA Research · 1 day ago

Client Success Manager

positionUnited States
timeFull-time
remoteRemote
seniorityEntry Level
date1+ years exp

CFRA Research is a leading independent investment insights and data analytics company. The Client Success Manager will play a critical role in servicing Wealth Management accounts, working with various teams to ensure clients derive maximum value from CFRA's services and drive product adoption.

AnalyticsFinancial ServicesMarket Research

Responsibilities

Develop a deep understanding of your clients, including their objectives, needs, and working styles
Drive adoption of products/services
Monitor usage data to target inactive users
Maintain accurate users lists that reflect active users
Seek opportunities for growth, specifically with user adds, within existing accounts
Serve as the product expert for services within your client base
Conduct product trainings
Assist with inbound product and research related questions
Partner with Product to ensure client feedback is integrated into product enhancement roadmaps
Partner with Marketing on campaign strategies within existing accounts

Qualification

Customer SuccessAccount ManagementCRM toolsWealth Management experienceResearch environment experienceCollaborative work ethicCustomer-centric mindsetTask prioritizationCommunication skillsInterpersonal skillsProblem-solving skills

Required

1-2 years of experience in Customer Success, Account Management, or a related customer-facing role
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

Preferred

Previous experience servicing Wealth Management accounts is highly preferred
Previous experience in a Research environment is highly preferred

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

Company

CFRA Research

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CFRA is a global leader in financial intelligence solutions and insights.
dateFounded in 1994
location
New York, New York, USA
people-size51-200 employees
web-link
http://www.cfraresearch.com

Funding

Current Stage
Growth Stage
Total Funding
$60M
Key Investors
Endicott Group
2023-01-12Private Equity
2007-08-08Acquired
2003-11-07Series Unknown· $60M

Leadership Team

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Theresa Torian
Chief Executive Officer
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John K. Freeman
Vice President, Equity Research
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