Core Responsibilities

This role involves managing the full customer journey, including onboarding, training, and ongoing engagement, to drive platform adoption, retention, and account-level strategic objectives. Responsibilities include executing proactive engagement initiatives, leveraging usage analytics, and serving as a trusted advisor to clients.

Requirements

Candidates must possess a Bachelor's degree, preferably in Finance, Economics, or Business, along with two to five years of relevant experience in financial services, customer success, or client-facing roles. Essential qualifications include strong MS Office skills and experience using CRM systems like Salesforce, coupled with exceptional relationship-building and communication abilities.

Additional Information

Experience Level

2-5

Job Language

English

Work Mode

On-site