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Client Success Associate
Client Success AssociateVirtualVocations • Chandler, Arizona, United States
Client Success Associate

Client Success Associate

VirtualVocations • Chandler, Arizona, United States
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  • [job_card.full_time]
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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

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Client Associate • Chandler, Arizona, United States

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