Technical Client Success Associate (Remote from US)

Jobgether

2d • Remote

About The Position

The Technical Client Success Associate will serve as a strategic partner to North American clients, helping them maximize value from a complex technology platform. You will act as a trusted advisor, guiding institutional investors, asset managers, and allocators through the digitization of research, ESG, and operational due diligence workflows. This role blends technical expertise with client relationship management, driving adoption, onboarding, integration, and workflow optimization. You will monitor client engagement, identify opportunities for expansion, and translate feedback into actionable insights for product and engineering teams. Working in a fast-paced, remote-first environment, you will directly impact client satisfaction, retention, and success.

Requirements

• 5+ years of experience in client or customer success within FinTech or B2B SaaS environments.
• Strong familiarity with investment management, including asset managers, hedge funds, private equity, or consultants.
• Technical knowledge of API integrations and data connectivity; SQL experience strongly preferred.
• Bachelor’s degree in technology, finance, or a related field.
• Executive presence with the ability to engage senior stakeholders such as COOs, CCOs, and portfolio managers.
• Strong problem-solving skills, with the ability to diagnose issues, analyze workflows, and drive solutions.
• Excellent communication, organizational, and relationship-building skills.

Responsibilities

• Lead strategic onboarding for new clients, tailoring platform configurations to complex diligence use cases.
• Monitor client engagement, anticipate needs, and drive strong renewal outcomes.
• Become a subject-matter expert on platform capabilities, including workflow automation, RFPs, and DDQs.
• Advise clients on API integrations, data connectivity, and troubleshooting to optimize operational workflows.
• Partner with account management teams on renewals, expansion, and upsell opportunities.
• Translate client feedback into actionable insights for product, engineering, and process improvements.
• Deliver client education through webinars, training sessions, and best-practice guidance to promote adoption.

Benefits

• Remote-first work environment aligned with Midwest/Central Time Zones.
• Comprehensive medical, dental, and vision coverage.
• 401(k) plan with performance-based incentives.
• Generous PTO, sick leave, and paid holidays.
• Mission-driven culture with employee donation matching programs.
• Opportunity to work in a high-growth FinTech company directly influencing the global investment ecosystem.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees