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Client Success Associate
Client Success AssociateVirtualVocations • Concord, California, United States
Client Success Associate

Client Success Associate

VirtualVocations • Concord, California, United States
[job_card.variable_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

A company is looking for a Client Success Associate in the Midwest region.

Key Responsibilities

Lead implementations for new institutional clients and customize configurations for complex diligence use cases

Monitor client engagement, anticipate needs, and drive renewal outcomes

Deliver training and best-practice sessions to promote platform adoption and community engagement

Required Qualifications

5+ years of experience in Customer / Client Success within FinTech or B2B SaaS

Strong familiarity with investment management, including Asset Owners, Hedge Funds, and Private Equity

Solid understanding of API integrations and SQL experience preferred

Comfortable engaging with senior stakeholders such as COOs and Portfolio Managers

Bachelor's degree in technology or a related field

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Client Associate • Concord, California, United States

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