Client Success Manager

5 days ago

Saint Petersburg, United States Dynasty Financial Partners, LLC Full time
Job DescriptionJob DescriptionDescription:

This position is for a client-facing project management, training, and support resource with Salesforce administration capabilities. The candidate will be part of the Technology Network Services group in St. Petersburg, FL, working directly with the SVP and CTO in ensuring client success with the Client Engagement Technology Platform. Sample projects include documentation of project discovery calls, communicating directly with clients on issues/requests, new application onboarding and deployment, Salesforce administration, and more. A successful candidate must be able to work and communicate successfully with clients, from senior executives to junior staff, in addition to being adept at collaborating with internal stakeholders and 3rd party vendors.?

RESPONSIBILITIES:

  • Daily servicing and support of clients utilizing Salesforce, balancing tactical and strategic project workload. Up to 75% of time will be spent in client and internal meetings
  • Train to customized Salesforce instance, DocuSign and Box solutions
  • Apply best practices to recommendations for technology usage and customization to clients
  • Project/task management of client meeting outcomes and actions
  • Translate business needs from clients into technical requirements for execution
  • Manage expectations of deliverables with clients related to complex technical projects
  • Work with the Practice Management/other Technology Network Services team members to create and manage both short- and long-term project plans across multiple clients
  • Explain and advise on technology adoption metrics to ensure clients are utilized tools offered effectively
  • Become subject matter expert on new proprietary technologies as they are developed and released to clients
  • Work with 3rd party resources to divide project effort between internal and external resources, managing project to budget and timeline
  • Communicate client feedback on technologies to product team
  • Keeping informed on technology releases and provide recommendations for new features to incorporate into the system
  • Ability to successfully navigate a fast-paced environment with rapidly changing priorities and complex challenges.

REQUIREMENTS:

  • Excellent communication skills to collaborate with internal personnel, vendors, and clients
  • Diligent and detail-oriented
  • Desire to learn and grow with the team, expectation is that a successful candidate will grow into a leadership role
  • Ability to learn new skills and onboard new technology
  • Proficient with Microsoft office, specifically Excel
  • Understanding of relational databases
  • Salesforce administrator experience preferred
  • Experience with Salesforce Lightning preferred
  • Knowledge of Salesforce triggers, workflows, and process builder preferred
  • Knowledge of SOQL/SQL preferred
  • Experience in Wealth Management/Financial Services space preferred
  • Client Success Management/Business Analyst/Project Management Experience preferred
Requirements:
  • Excellent communication skills to collaborate with internal personnel, vendors, and clients
  • Diligent and detail-oriented
  • Desire to learn and grow with the team, expectation is that a successful candidate will grow into a leadership role
  • Ability to learn new skills and onboard new technology
  • Proficient with Microsoft office, specifically Excel
  • Understanding of relational databases
  • Salesforce administrator experience preferred
  • Experience with Salesforce Lightning preferred
  • Knowledge of Salesforce triggers, workflows, and process builder preferred
  • Knowledge of SOQL/SQL preferred
  • Experience in Wealth Management/Financial Services space preferred
  • Client Success Management/Business Analyst/Project Management Experience preferred

At Dynasty our Diversity and Inclusion Mission is to actively encourage and support the inclusion and acceptance of diverse backgrounds, ideas, and beliefs by embracing our commonalities and respecting and appreciating the differences among us. We believe in promoting success for our employees and clients by providing all persons with opportunities and a voice to achieve their full potential as organizational goals are pursued.


BENEFITS

  • Health Insurance
  • Dental insurance
  • Vision insurance
  • Retirement plan 401(k)
  • 401(k) matching
  • Paid Time Off
  • FSA/HSA benefits plans
  • Disability benefits
  • Voluntary Life Insurance
  • Basic Life Insurance

EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

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