Associate Client Success Manager - Financial Services in United States at Jobgether
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Job Description
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Associate Client Success Manager – Financial Services based in the United States.
You will join a fast-paced, data-driven SaaS environment supporting leading financial institutions that rely on real-time consumer and market intelligence to make high-stakes decisions. In this role, you will help ensure clients successfully adopt and derive value from advanced analytics products that transform complex transaction data into actionable insights. You will work closely with senior Client Success and Account Management teams to support onboarding, engagement, and long-term client satisfaction. This position offers strong exposure to institutional clients in financial services, combining client coordination, data-driven analysis, and relationship management. You will play a key role in ensuring smooth day-to-day execution across multiple accounts, helping clients maximize platform usage and integration into their workflows. The role is highly collaborative, requiring close interaction with Product, Data, Research, and Support teams. It is ideal for someone early in their client success career who is eager to grow in a high-performance, analytics-focused environment.
- Support day-to-day management of assigned client accounts in partnership with senior Client Success and Account Management teams.
- Assist in onboarding and ongoing client engagement to ensure strong platform adoption and value realization.
- Track deliverables, follow up on action items, and maintain alignment between clients and internal stakeholders on timelines and priorities.
- Maintain accurate CRM records, including client interactions, usage data, renewal timelines, and engagement notes.
- Prepare materials for client meetings such as account summaries, performance reports, and presentation decks.
- Monitor client engagement and account health indicators, escalating trends or risks to senior team members when needed.
- Coordinate with internal teams (Product, Data, Insights, Support) to respond to client requests accurately and efficiently.
- Contribute to the development of client-facing resources such as onboarding guides, FAQs, and best practice documentation.
- Identify opportunities to improve internal workflows, reporting processes, and client success operations.
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- 1–3 years of experience in a client-facing role, ideally within financial services, SaaS, or data-driven environments.
- Strong proficiency in Excel and PowerPoint; experience with Salesforce required and HubSpot is a plus.
- Excellent communication skills, both written and verbal, with the ability to engage professional and detail-oriented stakeholders.
- Strong organizational and multitasking abilities, with the capacity to manage multiple accounts and priorities simultaneously.
- Analytical mindset with the ability to interpret data, identify patterns, and support insights-driven recommendations.
- Collaborative, team-oriented approach with a strong focus on customer success and relationship building.
- Eagerness to learn complex data products and financial services use cases in depth.
- Competitive base salary ranging from $80,000 to $110,000, depending on experience, plus performance-based bonus.
- Equity participation and long-term incentive opportunities.
- 401(k) retirement plan with company match.
- Comprehensive health, dental, and vision insurance coverage.
- Flexible remote work arrangements and work-from-home support.
- Generous paid time off and flexible vacation policy.
- Paid parental leave and family support benefits.
- Exposure to leading financial institutions and high-impact data-driven decision-making environments.