Client Success Manager - Remote

Overview

The Client Success Manager will support clients and users by providing best-in-class user experience and implementation partnership at DiligenceVault, a leading technology platform for due diligence.

In Short

• Manage day-to-day communications with clients.
• Partner with Product and Engineering teams on client implementations.
• Oversee onboarding of new accounts.
• Anticipate client issues by identifying patterns.
• Troubleshoot issues and drive resolution.
• Own the renewal process and collaborate on upsell opportunities.
• Conduct client webinars and user training sessions.
• Develop and maintain the company’s knowledge base.
• Liaise between Sales and Product teams.
• Work collaboratively with the Global Client Success team.

Requirements

• 3 to 7 years of experience in Client Services at a B2B technology product company.
• Bachelor’s degree in Business, Marketing, or related field.
• Strong client-interaction and communication skills.
• Experience with asset managers/institutional investors is a plus.
• Problem-solving skills and process-oriented mindset.
• Ability to succeed in a remote team environment.
• API and client-certification experience.
• Ability to run basic SQL queries.
• Creativity in turning client ideas into reality.
• Familiarity with CRM and Project Management tools.

Benefits

• Access to the latest tech stack.
• Medical insurance coverage.
• Wellness reimbursement.
• Training reimbursement.
• Flexible paid time off policy.
• Work from home options.
• Team offsites.
• Reward & Recognition Program.