Client Success and Implementation Specialist

4 days ago

Houston, Texas, United States Redbridge Debt & Treasury Advisory Full time $90,000 - $120,000 per year

Redbridge is a Global Debt & Treasury advisory firm that works primarily with treasury teams of large Fortune 500/1000 corporations. We have offices in Paris, Houston, New York, Geneva, and London with over 100 professionals globally. We act as a trusted adviser to our clients to help them make their processes more efficient through persistent analysis, market comparison, structuring, negotiation, and intermediation of banking and payment relationships.

Redbridge is looking for highly motivated individuals who will support the implementation of new clients to one of our software applications and help ensure retention of current users.

Key Responsibilities:

  • Assist the project manager with product implementations of the Redbridge proprietary bank fee analysis software. This could include working with the client to determine project scope and timeline, configuring the software system to meet client's needs, and training users.
  • Act as a dedicated contact for new clients, answering questions and providing support.
  • Work with product team to resolve bugs or other issues/feedback provided by internal and external clients.
  • Arrange training sessions for internal and external users of the Redbridge proprietary bank fee analysis software.
  • Execute reporting analysis for both internal and external clients.
  • Work with the project manager to monitor client reporting post advisory engagement, ensuring that bank negotiated pricing, conditions, and rates are applied correctly.
  • Proactively contact client's post-implementation based on account health metrics.
  • Implement strategies to strengthen customer relationships, retain clients, and uncover new opportunities.

Technical Skills:

  • Strong Excel knowledge.
  • Demonstrates expertise in software modules and can support customer requests technically.
  • Strong mathematical skills to help gather, measure, organize, and analyze data.

Competencies:

  • Project Management: must be able to assist with large complex projects with a small team.
  • Customer Focus: must be visible to and accessible by clients, ensuring service delivered exceeds client's expectations. They must listen actively to and meet client needs and establish partner relationships grounded in trust and mutual respect with a focus on keeping clients long-term, ensuring renewals and references. The typical Client Services Analyst will support a portfolio of up to 25 clients at one time with no more than 2 active implementations.
  • Communication: must have excellent client communication, written and verbal.
  • Organization: must have excellent prioritization of to-dos, perfect meeting of deadlines (internal and external). They must manage various tasks easily, at the same time. In addition to doing things well, they must also work quickly and efficiently
  • Compliance: must know and respect Redbridge audit policies and procedures surrounding the protection of customer data.
  • Innovative: will be expected to propose changes in the process and/or software to improve it.
  • Knowledge of treasury, cash management, and banking activity preferred but not required
  • Must be proficient in English. Knowledge of/ fluency in French highly preferred.

Education/Training Preferred:

  • Should have a bachelor's degree or higher.
  • 2+ years of experience working in a bank or corporate treasury department preferred.
  • 2+ years of experience in support, customer success, account management, or similar roles.
  • Tech-savvy with the ability to quickly learn and explain products.

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