Customer Success Manager
JobgetherRemotely
financial servicescommunicationcustomer successfintechanalytical
Job Description
📋 Description
- Provide prompt, professional, and effective customer support through email and support chat
- Develop a strong understanding of the platform, products, and services to guide customers
- Build trusted relationships with clients by understanding their needs, helping them optimize
- Troubleshoot customer concerns and technical issues, applying strong problem-solving skills to
- Manage escalations by identifying complex issues, coordinating with the appropriate internal teams
- Collaborate closely with Sales, Product, Engineering, Analytics, and other teams to resolve
🎯 Requirements
- Bachelor’s or Master’s degree in Finance, Applied Statistics & Analytics, Economics, or a
- 3–8 years of experience in customer support, client services, customer success, or a similar role
- Experience supporting hedge funds, asset managers, institutional investors, or other sophisticated
- Strong problem-solving, analytical, and troubleshooting abilities, with the confidence to diagnose
- Familiarity with financial markets, investment analytics, and risk management tools is a strong
- Excellent written and verbal communication skills, with the ability to engage professionally and
🎁 Benefits
- Competitive compensation.
- Opportunities for professional growth and career development.
- Exposure to a dynamic and fast-paced startup environment.
- Opportunity to work closely with experienced Sales, Product, Engineering, and Analytics teams.