RemoteLeaf Logo
Log in Sign up

Associate Client Success Manager - Financial Services

3 hours, 8 minutes ago
United States
Full-time
Junior
Customer Success Manager
Customer and Technical Support
CRM HubSpot Salesforce
Apply Now
Consumer Edge

Consumer Edge

Empowering Global Markets with Unrivaled Consumer Intelligence

Professional Services
View All Jobs 6

Description

  • Support day-to-day relationships with a defined set of client accounts in partnership with Account Management and other internal teams.
  • Educate customers to drive adoption and optimal use of CE’s offerings.
  • Track deliverables, follow up on open items, and keep clients and internal stakeholders aligned on next steps and timelines.
  • Maintain accurate records of contacts, meetings, usage notes, and renewal dates in CRM and internal systems.
  • Prepare client meeting materials such as account summaries, usage reports, and presentation content.
  • Monitor engagement and account health indicators and escalate notable changes to senior team members.
  • Coordinate responses to client requests with Insights, Product, Data, and Support to provide timely and accurate answers.
  • Create client-facing resources such as guides, FAQs, and onboarding checklists.
  • Help streamline workflows and improve internal processes, tools, and documentation within Client Success and Account Management.

Requirements

  • Bachelor’s degree in Finance, Business, Economics, or a related field.
  • 1-3 years of experience in a client-facing role, ideally in financial services.
  • Experience working collaboratively in a team-oriented environment.
  • Strong proficiency with Excel, PowerPoint, and Salesforce; HubSpot is a plus.
  • Strong verbal and written communication skills.
  • Analytical mindset with the ability to interpret data, identify patterns, and support recommendations.
  • Strong organization and time management skills with the ability to manage multiple tasks and accounts concurrently.
  • Eagerness to learn CE’s products, data, and client use cases in depth.
  • Experience engaging professional, detail-oriented stakeholders (preferred).

Benefits

  • Annual base salary of $80,000-$110,000 based on experience.
  • Performance-based bonus opportunity.
  • Company equity.
  • 401(k) matching.
  • Subsidized health benefits.
  • Paid parental leave.
  • Flexible and generous time off.
  • Work-from-home flexibility.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Steer.io

Strategic Customer Success Manager

Steer.io Internet Software & Services

Steer is hiring a Strategic Customer Success Manager to own and grow its largest enterprise automotive repair shop accounts and help shape how the company supports complex customers at scale.

United States Full-time Senior Customer Success Manager
CRM HubSpot
2 hours, 3 minutes ago
Aspire Software

Technical Lead Customer Support

Aspire Software 251-1K Internet Software & Services

Exeevo is hiring a Technical Lead to oversee operational support for its Microsoft Dynamics 365 CRM platform, coordinating incident resolution, customer reporting, and cross-functional collaboration for life sciences clients.

United Kingdom Portugal Full-time Senior Customer Success Manager Technical Support Engineer
CRM
2 hours, 57 minutes ago
Omilia

Senior Customer Success Manager

Omilia 251-1K IT Services

Omilia is seeking a Senior Customer Success Manager to lead executive relationships, value realization, and agentic AI migration efforts across 3-5 strategic enterprise accounts.

United States Full-time Senior Customer Success Manager
4 hours, 10 minutes ago
Aspire Software

Customer Success Manager

Aspire Software 251-1K Internet Software & Services

Sadie is seeking a Customer Success Manager to support its restaurant partners by leading onboarding, managing ongoing relationships, and driving adoption of its AI voice automation platform.

Australia Full-time Senior Customer Success Manager
4 hours, 44 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers