Client Success Associate - REMOTE

Jobgether

6h•Remote

About The Position

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Client Success Associate. In this role, you will act as a strategic partner to clients in the Midwest, helping them to navigate their implementation of a cutting-edge technology platform. Your expertise will empower Asset Managers, Allocators, and Institutional Investors to digitize their workflows, increasing efficiency and maximizing the value derived from the platform. This position is crucial for building strong client relationships and ensuring high adoption rates of our solutions.

Requirements

5+ years in Customer/Client Success within FinTech or B2B SaaS.
Strong familiarity with investment management (Asset Owners, Hedge Funds, Private Equity, Consultants preferred).
Solid understanding of API integrations.
SQL experience strongly preferred (for querying, reporting, and troubleshooting).
Comfortable engaging senior stakeholders including COOs, CCOs, and Portfolio Managers.
Ability to diagnose issues, analyze workflows, and drive solutions.
Bachelorâs degree in technology or related field.

Responsibilities

Lead implementations for new institutional clients and tailor configurations to complex diligence use cases.
Monitor engagement, anticipate client needs across reporting cycles, and drive strong renewal outcomes.
Become a subject-matter expert on platform capabilities, including workflow automation.
Advise clients on API integrations and data connectivity.
Manage renewals and partner with the Account Management Team to identify expansion and upsell opportunities.
Translate client feedback into actionable insights for Product and Engineering teams.
Deliver webinars, training, and best-practice sessions to promote adoption and community engagement.