The Customer Success Manager will elevate client relationships by overseeing onboarding, training, and ensuring customer satisfaction while maintaining strong communication and analysis of customer success metrics.
Finalis is a rapidly growing startup founded in 2020, dedicated to building the largest investment banking platform in the world. Based in San Francisco and New York City, Finalis operates as a fully-remote company, providing a comprehensive platform that enables securities brokers to navigate the complexities of regulatory compliance and deal management. The firm offers a white-labeled solution that supports various private market transactions, including mergers and acquisitions, capital raising, and private placements. With a mission to empower dealmakers, Finalis fosters a collaborative environment that encourages innovation and proactive problem-solving, all while promoting a diverse and inclusive workplace.
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Jobs from Finalis:
Director of Customer Success
Compliance-Legal Operations Analyst
Legal Associate
Vice President of Member Experience
Sales Account Executive
Finalis is a rapidly growing startup founded in 2020, dedicated to building the largest investment banking platform in the world. Based in San Francisco and New York City, Finalis operates as a fully-remote company, providing a comprehensive platform that enables securities brokers to navigate the complexities of regulatory compliance and deal management. The firm offers a white-labeled solution that supports various private market transactions, including mergers and acquisitions, capital raising, and private placements. With a mission to empower dealmakers, Finalis fosters a collaborative environment that encourages innovation and proactive problem-solving, all while promoting a diverse and inclusive workplace.
Share This Job!
Save This Job!
Jobs from Finalis:
Director of Customer Success
Compliance-Legal Operations Analyst
Legal Associate
Vice President of Member Experience
Sales Account Executive
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