Customer Success Specialist

2 weeks ago


Stamford, United States Action Technology Full time

About the Company

Our client is dedicated to providing our clients with robust, intuitive solutions to help them make informed investment decisions and improve operational workflow. Our systems gather and synthesize vast amounts of data throughout the day from the industry's leading data providers, ensuring our clients are operating with the latest available information.



Customer Success Representative

This role requires candidates to familiarize themselves with our client's software platforms and provide clients and prospects with the information they need to effectively use our client's software platforms. Successful candidates will need excellent communication skills, be detail-oriented, quickly grasp new financial concepts, and demonstrate exceptional organizational and multi-tasking abilities.



What We Offer

  • A dynamic role at the intersection of relationship management, product expertise, client education and leadership development.
  • A collaborative environment where your contributions will support the commercial success of client's solutions.

We’ll Count On You To

  • Develop a strategic and tactical plan to drive retention and growth within a dedicated book of business.
  • Work with urgency to meet and exceed monthly and quarterly KPIs


Onboarding

Work throughout the customer lifecycle to:

  • Plan and assess approach to onboarding and engagement model.
  • Book first engagement, ensuring that you start to build trust and confidence with customer by nurturing a relationship, understanding value expectations and customer’s use case. Ask relevant discovery questions
  • Engage customer with appropriate level of support to drive adoption and engagement best suited to their personal use case
  • Follow up and ensure you can penetrate within the wider firm and understand the customer's organization and objectives
  • Ensure customers derive maximum value form their use case, utilizing all licenses

Activation

  • Prepare a detailed success plan for your territory taking into consideration, at a very minimum, usage, engagement and renewal data . You should be able to clearly define business outcomes and articulate risks
  • Monitor adoption and usage and other account health factors developing a regular cadence of data delivery to drive your decision making and prioritization
  • Deepen understanding of the customers, their organization, their workflow and their use cases
  • Regularly meet with Account Managers to align on account priorities and engagement plans
  • Strategically match analysts with customers based on the best fit for the customer's needs and the analyst's strengths, ensuring a more impactful interaction
  • Research accounts to identify key decision makers and stakeholders


  • Stamford, United States Action Technology Full time

    About the Company Our client is dedicated to providing our clients with robust, intuitive solutions to help them make informed investment decisions and improve operational workflow. Our systems gather and synthesize vast amounts of data throughout the day from the industry's leading data providers, ensuring our clients are operating with the latest available...


  • Stamford, United States Action Technology Full time

    About the Company Our client is dedicated to providing our clients with robust, intuitive solutions to help them make informed investment decisions and improve operational workflow. Our systems gather and synthesize vast amounts of data throughout the day from the industrys leading data providers, ensuring our clients are operating with the latest available...


  • Stamford, United States Action Technology Full time

    About the Company Our client is a financial technology firm, providing SAAS solutions to institutional investors. Their first product offering (since 2018) is an industry-leading CLO (collateralized loan obligation) analytics platform used by numerous firms to help with their investment analysis of CLOs bonds. Their second product offering (since 2022) is a...


  • Stamford, Connecticut, United States Bizzabo Full time

    Job DescriptionBizzabo is seeking a highly skilled Enterprise Customer Success Manager to join our team. As a key member of our customer success organization, you will be responsible for building and maintaining strong relationships with our largest and most strategic customers.Key Responsibilities:Develop and execute customer success plans to drive...


  • Stamford, United States Bizzabo Full time

    Description The Enterprise Customer Success Manager will be responsible for building and maintaining relationships with Bizzabo customers supporting a range of use cases across your book of business. You will work closely with our largest and most strategic customers, working across multiple industries, use cases, & stakeholders. The Enterprise Customer...


  • Stamford, Connecticut, United States Bizzabo Full time

    Job DescriptionThe Enterprise Customer Success Manager will be responsible for building and maintaining relationships with Bizzabo customers supporting a range of use cases across their book of business.This is an exciting and dynamic role that will help build relationships with customers and fuel event success, retention, growth, renewals, and advocacy.The...


  • Stamford, Connecticut, United States Acuative Corporation Full time

    Job DescriptionAs the Customer Success Manager at Acuative Corporation, you will be responsible for owning the outcomes and relationship with assigned clients, ensuring exceptional service delivery and meeting contractual obligations.This is an independent role that requires you to act as a client advocate and point of escalation for client service delivery...


  • Stamford, United States Bizzabo Full time

    Description The Enterprise Customer Success Manager will be responsible for building and maintaining relationships with Bizzabo customers supporting a range of use cases across your book of business. You will work closely with our largest and most strategic customers, working across multiple industries, use cases, & stakeholders. The Enterprise Customer...


  • Stamford, Connecticut, United States HARMAN Full time

    About the RoleThe Roon Customer Support Specialist is a key member of the Customer Support & Success Team, responsible for delivering exceptional customer experiences. This role is instrumental in ensuring customers are delighted with our product and service, contributing to the growth and success of Roon.Key ResponsibilitiesEfficiently manage incoming...


  • Stamford, Connecticut, United States HARMAN Full time

    Job SummaryThe Roon Customer Support Specialist is a key member of the Customer Support & Success Team, responsible for delivering exceptional customer experiences across multiple platforms. This role requires a unique blend of technical expertise, communication skills, and problem-solving abilities to ensure timely responses and resolutions while building...


  • Stamford, Connecticut, United States HARMAN Full time

    About the RoleThe Roon Customer Support Specialist is part of the Customer Support & Success Team; this team is uniquely positioned to be the first to establish a connection with our customers.Interaction by interaction, your role is to make our customers feel heard and support them in achieving their goals.This position is instrumental in ensuring our...


  • Stamford, Connecticut, United States SuperCare Health Full time

    Job SummaryWe are seeking a highly skilled and compassionate Customer Care Specialist to join our team at SuperCare Health. As a key member of our customer service team, you will be responsible for providing exceptional support to our patients, clients, and referral sources.Key ResponsibilitiesRespond to incoming phone calls and faxes, taking orders for...

  • Asst Director

    5 months ago


    Stamford, United States Careers@Gov Full time

    [What the role is] In today’s fast-paced digital landscape, end-user support is the unsung hero of the modern workforce. These tech and support experts keep the gears of productivity turning – troubleshooting issues, answering questions, and providing guidance to ensure users have the resources they need to succeed. But the role of end-user support is...


  • Stamford, United States JobTarget - Demo Full time

    JobTarget is looking for a customer service representative to join our team in our Stamford office. This person will drive customer satisfaction by fielding inquiries, addressing pain points and maintaining extensive product knowledge. The ideal candidate has a customer-first mindset and aims to deliver high-quality service in every customer interaction....


  • Stamford, Connecticut, United States Robert Judge - State Farm Agency Intern Full time

    Job Title: Insurance Account SpecialistJob Description:We are seeking a highly motivated and customer-focused individual to join our team as an Insurance Account Specialist. As a key member of our State Farm Agency Intern team, you will play a crucial role in marketing State Farm Insurance and financial services products to our...


  • Stamford, Connecticut, United States Medi-Weightloss Full time

    Company OverviewAt MediWeightloss, we're dedicated to helping patients achieve their weight loss goals and long-term wellness. Our mission goes beyond just weight loss, recognizing the importance of overall health and well-being.Job DescriptionAs a Medical Front Office Coordinator, you'll play a critical role in our team's success. Key responsibilities...


  • Stamford, United States Sherwin-Williams Full time

    Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Store associates Customer Service Specialists are also expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay...


  • Stamford, Connecticut, United States Southwestern Wire Full time

    Credit Risk SpecialistAt Southwestern Wire Inc., we are seeking a skilled Credit Risk Specialist to support our credit control process. As a key member of our team, you will be responsible for reviewing credit applications, maintaining accurate credit records, and ensuring timely payment from customers.About UsSouthwestern Wire Inc. is a leading manufacturer...


  • Stamford, Connecticut, United States DEDAR MILANO Full time

    Job Title: Customer Service SpecialistCompany: Dedar MilanoWe are seeking a highly skilled Customer Service Specialist to join our team. As a key member of our sales department, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Manage customer inquiries and resolve issues in a timely and...


  • Stamford, United States Home Depot Full time

    Job Description Customer Service/Sales associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. These associates have an emphasis on department and product knowledge, providing information on product features, and knowing related items to sell an entire project. Associates in this position know...