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Client Success Specialist

4 months ago

Powhatan, United States Envestnet Full time

**Description**

Envestnet is seeking a passionate and talented **Client Success Specialist** to join our MoneyGuide team.

Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.

Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.

**Job Summary**:
TheClient Success Specialistis responsible for engaging, retaining, and driving our customer renewals with usage of Envestnet | MoneyGuide product offerings. TheClient Success Specialistcompletes the post-sales lifecycleforall IFA accounts serving as the advocate for each customer.You will work collaboratively withtechnology,analytics,service,and otherMoneyGuidestakeholders toensure we aredelivering world-class service and creating raving fans.

**Responsibilities**:

- Serve as the implementation expert for new users. Assist withonboarding, creatinguser IDs, integration set-ups, customizations,andpost-salesupport.
- Increase adoption with new and at-riskusersthrough consultativesupport that aligns with theclientsbusiness goals.
- Collaborate with other MoneyGuidedepartments to ensure timely execution of tasks, including onboarding, training,implementation,andrenewals.
- Proactively engageusersto ensure thatnew &key features of MoneyGuideproduct offeringsare being leveraged.
- Coordinateadvisortraining calls with the Training TeamorSupport byAppointmentTeam.
- Implement and maintainconsistentcommunication strategies toensure excellent licensed user experience.
- Ensure the retention of MoneyGuide licensed users and meet retention&renewalgoals.
- Maintainaccurate andup to dateSalesForceactivity.
- Serve as the trusted point of contact for MoneyGuideusersand key partnerswithin the firm.
- Providesupport to Account Managersas needed to drive sales activity.
- Supporttheenterprise sales teamwith reporting, contract details,and day to day enterprisecommunications.
- Communicate with clients for terms of service,W-9s,NDAsandother information security needs.
- Maintain in-depth knowledge of MoneyGuideproductsas well as internal systems.
- As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internalcontrolsand procedures designed to create value or minimize risk.

**Required Qualifications**:

- Bachelors degree (degree in in Mathematics, Finance, Statistics,orEconomicspreferred)
- Experience, interest,and aptitude in technology, specifically software development
- 3-5 years of experience in the financial services/financial planning industry, especially with MoneyGuide products
- Must enjoy working in a team environment with frequent customercontact
- Excellent communication and interpersonal skills
- Strong attention to detail and organizational skills
- Demonstrated skills in solving problems and responsibility for ensuring customersatisfaction.

**About Us**:
Envestnet is a leading independent provider of technologyenabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or midsized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and backoffice needs while leveraging our platform to grow their businesses and expand client relationships.

We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.

**Why Choose Envestnet**:

- Be a member of a leading financial services and products innovation company
- Competitive Compensation/Total Reward Packages that include:

- Health Benefits (Health/Dental/Vision)
- Paid Time Off (PTO) & Volunteer Time Off (VTO)
- 401K Company Match
- Annual Bonus Incentives
- Parental Stipend
- Tuition Reimbursement
- Student Debt Program
- Charitable match
- Wellness Program
- Work on global projects with diverse, energetic, team members who respect each other and celebrate differences

Envestnet is an Equal Opportunity Employer.

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).

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