Client Success Specialist

2 weeks ago


New York, New York, United States Agility Talent Full time
Company Overview:

Agility Talent is a leading player in the Fintech sector, renowned for its innovative CRM solutions tailored for the Financial industry.

About the Role:
This position is an engaging and proactive role that necessitates collaboration across various departments to ensure an exceptional experience for our clients. The role is primarily client-facing, demanding excellent interpersonal and organizational capabilities. Strong analytical skills are essential to swiftly grasp a client's needs and devise appropriate solutions. Experience in client management would be advantageous.

Key Responsibilities:
As a Client Success Specialist, you will oversee the daily management of client accounts, which includes support, onboarding, and training, while fostering enduring relationships.

  • Lead the implementation and onboarding process of our solutions.
  • Gain insights into a client's operations and tailor the product to meet their specific requirements.
  • Prepare presentations and project plans to facilitate understanding.
  • Collaborate with the training team to design a customized training experience.
  • Build and maintain strong relationships with clients.
  • Identify client needs and develop tailored solutions and customizations.

Qualifications:
To be successful in this role, candidates should possess:

  • 1-3+ years of experience in Implementation/Onboarding and Client Relationship Management.
  • Familiarity with the financial services sector is a plus.
  • Strong analytical abilities.
  • Attention to detail, discipline, and organizational skills.
  • A passion for ensuring customer success.
  • A willingness to thrive in a fast-paced, high-performance environment.
  • A Bachelor's Degree.

Compensation:
The salary range for this position is $50,000 - $70,000.



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