Customer Success Manager
il y a 1 mois
**Customer Success Manager - Fintech - Remote**
**Customer Success Manager (SDLC)**wanted as our team is growing fast
Company: Wealth Dynamix
Role: Customer Success Manager
Location: Paris / Hybrid
Start Date: March / April 2025
**Who are we?**
- Wealth Dynamix helps to relieve the burden client management issues for wealth management and private banking firms with innovative technology.
- We provide Relationship Managers with a multi-award winning digital Client Lifecycle Management (CLM) platform, offering 360-degree access to their client.
- We are a global leader in end-to-end CLM, Wealth Dynamix has offices and clients in three continents with headquarters in the UK.
**What is the role?**
- Onboarding Customers, assess customer needs and customise the onboarding experience.
- Customer Engagement, develop an understanding of why companies are using our products, help to build the foundations of what success looks like and support their goals through insights, and data.
- Grow and develop customer relationships to ensure loyalty.
- Be the voice of our Private Banking clients and collect customer product feedback to champion their needs with Wealth Dynamix Engineering and Product teams.
- Scaling processes, always looking for improvement in all we do to ensure happy clients.
- Building strong relationships with customers to understand their technical needs and goals.
- Providing technical support and troubleshooting assistance to customers.
- Collaborating with internal teams, such as product, engineering, and sales, to ensure technical customer needs are being met.
- Helping customers integrate and adopt the product, including providing technical guidance and training.
- Analysing customer usage data to identify trends, usage patterns, and potential technical issues.
- Developing and executing technical customer success plans to ensure customers achieve their desired technical outcomes.
- Communicating technical updates and changes to customers.
- Conducting technical customer feedback surveys and incorporating feedback into product development.
- Building and maintaining a technical customer knowledge base to improve support efficiency and effectiveness.
- Generating technical customer success metrics and reports to share with internal stakeholders.
**Why should you apply?**
- This is a fantastic opportunity to work in a growing FinTech environment with excellent career progression available.
- With a global client base the role offers an opportunity to experience a wide variety of digital transformation projects - each with their own unique requirements and opportunities.
- **You will learn a lot with exposure to multiple complex client needs.**
**Who is best suited to this role?**
- 4 years’ experience as a Business Analyst, Product Owner, or existing Customer Success Manager.
- A Customer-first mindset to ensure we deliver a best-in-class service
- Outstanding written and verbal communication skills.
- Relationship Driven, building trust and credibility always.
- Product driven, focusing on finding problems and suggesting solutions.
- Proactive, self-starter that's always looking to tackle new challenges.
- Self-reflective with the ability to deal with failures and look to learn and improve.
- Excellent problem solver and critical thinker
We believe we offer career defining opportunities and are on a journey that will build awesome memories in a diverse and inclusive culture. If you are looking for more than just a job, get in touch.
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