Client Success AssociateVirtualVocations • Miami, Florida, United States
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Client Success Associate
VirtualVocations • Miami, Florida, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
A company is looking for a Technical Client Success Associate in the Midwest (United States).
Key Responsibilities
Lead implementations for new institutional clients and customize configurations for complex diligence use cases
Monitor client engagement and drive strong renewal outcomes while anticipating client needs
Deliver webinars and training 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, including COOs and Portfolio Managers
Bachelor's degree in technology or a related field
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Client Associate • Miami, Florida, United States
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