A company is looking for a Client Success Associate in the Midwest.
Key Responsibilities
Lead implementations for new institutional clients and tailor configurations
Monitor client engagement and drive strong renewal outcomes
Deliver webinars and training sessions to promote platform adoption
Required Qualifications
5+ years in Customer / Client Success within FinTech or B2B SaaS
Strong familiarity with investment management
Solid understanding of API integrations
SQL experience preferred for querying and reporting
Bachelor's degree in technology or related field
Client Associate • Chandler, Arizona, United States