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CFRA Research logo
CFRA Research

Independent research. Indispensable results.

Client Success Manager

Customer Success ManagerCustomer SuccessOtherRemoteJuniorTeam 51-200Since 1994H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

150 days ago

Salary

$55K - $70K / year

Seniority

Junior

Bachelor Degree1 yr expEnglish

Job Description

Client Success Manager

CFRA Research

• Develop a deep understanding of your clients, including their objectives, needs, and working styles • Drive adoption of products/services • Monitor usage data to target inactive users • Maintain accurate users lists that reflect active users • Seek opportunities for growth, specifically with user adds, within existing accounts • Serve as the product expert for services within your client base • Conduct product trainings • Assist with inbound product and research related questions • Partner with Product to ensure client feedback is integrated into product enhancement roadmaps • Partner with Marketing on campaign strategies within existing accounts

Job Requirements

  • 1-2 years of experience in Customer Success, Account Management, or a related customer-facing role
  • Previous experience servicing Wealth Management accounts is highly preferred
  • Previous experience in a Research environment is highly preferred
  • Hands-on experience with CRM tools (preferably Salesforce)
  • Collaborative work ethic and a goal driven individual
  • Excellent communication and interpersonal skills with the ability to build rapport and trust with clients and internal teams
  • A customer-centric mindset with a passion for helping clients succeed
  • Ability to prioritize tasks and manage multiple client requests
  • Strong problem-solving skills and a proactive approach to addressing client challenges.

Benefits

  • 20 days of Vacation
  • 8 Sick Days
  • 1 paid volunteer day
  • 10-11 Holidays a year
  • Health, Dental, & Vision Insurance
  • Company paid Life & Disability Insurance
  • Competitive Pay
  • Annual Performance Bonus
  • 401K Match

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