Customer Success Manager

📋 Description

• Provide prompt, effective, and professional customer support through email and support chat
• Develop and maintain strong knowledge of the platform, products, and services to guide customers
• Help clients navigate the platform, optimize workflows, and maximize value from products and
• Troubleshoot customer concerns and technical or product-related issues with empathy, ownership, and
• Identify issues requiring additional expertise and coordinate escalations with internal teams while
• Collaborate with sales, product, engineering, analysts, and other stakeholders to resolve needs

🎯 Requirements

• Bachelor’s or Master’s degree in Finance, Applied Statistics & Analytics, Economics, or related
• Minimum GPA of 8.0/10 or equivalent academic performance.
• 3–8 years of experience in customer support, customer success, client services, or similar in
• Experience with hedge funds, asset managers, or institutional clients preferred.
• Strong analytical and troubleshooting abilities to diagnose complex client issues and craft
• Familiarity with financial markets, investment analytics, and risk-management tools is advantageous.

🎁 Benefits

• Competitive compensation.
• Growth and career-development opportunities.
• Opportunity to work in a dynamic, fast-paced startup environment.
• Collaboration with engineering, product, analytical, and client-facing teams.
• Work with sophisticated financial-services and institutional clients.
• Fully remote work arrangement.