Senior Client Success Manager San Francisco
2 days ago
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Flow is at the forefront of revolutionizing private market funds with our innovative Investor Lifecycle Management Platform. As a leading B2B SaaS provider, we simplify the complexities of raising and managing funds by seamlessly integrating networks - including General Partners (GPs), Limited Partners (LPs), Law Firms, Fund Administrators, and more - into one comprehensive platform. Our solution automates critical workflows between stakeholders, delivering a best-in-class experience for limited partners and significantly improving operational efficiency across the entire fund lifecycle.
$80,000 - $110,000 per yearWe are poised for further growth and expansion through 2024 and beyond.
About You
You value working at a startup because having a substantial impact on the company is important to you. You are hardworking but have expectations that there will be a balance between work and personal life. You are professional and know how to be productive without a lot of oversight. You are excited about the opportunity to actively help build a great team and great products, building and maintaining client relationships with a love for clients.
- Assist the Senior Relationship Manager in client facing activities intended to increase the net retention rate over time.
- Collaborate with members of the Client Coverage team to maintain up to date information on all client accounts, as well as to set up and lead through data capture of renewal and expansion opportunities in Salesforce (SFDC), to ensure timely deal closings leading to keeping high retention rates.
- Own issue resolution with clients being actively managed.
Requirements:
- Bachelor's Degree in Business, Finance or related field.
- Minimum 3 years of experience in a high pressure customer service environment.
- Strong knowledge of the private markets - fund operations and financial products related to private market funds.
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