Client Success AssociateVirtualVocations • Springfield, Missouri, United States
Client Success Associate
VirtualVocations • Springfield, Missouri, United States
[job_card.1_day_ago]
[job_preview.job_type]
- [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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