Client Success Manager – Sensr Analytics and Databridge

Gen II Fund Services • New York, NY

1d • $70,000 - $121,000 • Hybrid

About The Position

This role will be responsible for the onboarding, customer success and
solutioning for Gen II’s proprietary performance & attribution and data
platforms, Sensr Analytics and Databridge.  As a member of Sensr’s Client
Success Team, you will be an integral part of client implementation, working
closely with our clients and Gen II’s Client Service Teams.  In addition, as an
expert on the application, you will build strong relationships with our clients,
ensure they are comfortable on the platform and gather feedback to share with
the product team for future enhancements.

Requirements

• 2+ years client facing experience. Instill a sense of urgency, track and deliver on client deliverables.
• 2+ years fintech/financial services experience (SaaS, Technology Services or Software industry).
• Technical knowledge of financial reporting and underlying logic.
• Advanced Excel skills.
• Bachelor’s degree. Finance (Accounting, Finance, Economics) and/or STEM degree.
• Strong written and verbal communication skills.
• Ability to learn on-the-job quickly, apply learning to recommend solutions to issues.
• Ability to quickly adapt to changes in processes and procedures in a rapidly changing environment.
• Strong attention to detail and accuracy.
• Superior problem solving, judgement and decision-making skills.
• Ability to think independently, prioritize, multi-task and meet deadlines.
• Extensive Microsoft suite skills - Excel, Word, Visio, PowerPoint, and Outlook.

Nice To Haves

• Fund accounting (ideally Private Equity) experience.
• Familiarity with performance analysis (e.g. IRR, TVPI/MOIC).
• Project management skills.
• Technical implementations/onboarding experience.
• AI experience.
• Experience with data mapping.

Responsibilities

• Own overall relationship with assigned clients, which includes managing their onboarding, implementation, training, increasing adoption and value add, ensuring retention, and high levels of customer satisfaction.
• Establish a trusted and strategic advisor relationship to help drive continued value of our products and services.
• Maintain and develop customer success strategies and best practices, as well as customer support content.
• Communicate effectively with end-users to understand customer needs, manage expectations, handle & escalate risk and communicate statuses.
• Maintain existing customer success metrics and data as directed.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees