Client Success Associate - REMOTE at Jobgether

, , United States -

Full Time

Start Date

Immediate

Expiry Date

11 Apr, 26

Salary

0.0

Posted On

11 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Success, Implementation, Workflow Automation, API Integrations, Data Connectivity, SQL, Stakeholder Engagement, Problem Diagnosis, Workflow Analysis, Training Delivery, Webinars, Product Feedback, Renewals Management, Upsell Opportunities, Engagement Monitoring, Diligence Use Cases

Industry

Internet Marketplace Platforms

Description

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Client Success Associate. In this role, you will act as a strategic partner to clients in the Midwest, helping them to navigate their implementation of a cutting-edge technology platform. Your expertise will empower Asset Managers, Allocators, and Institutional Investors to digitize their workflows, increasing efficiency and maximizing the value derived from the platform. This position is crucial for building strong client relationships and ensuring high adoption rates of our solutions. \n Accountabilities Lead implementations for new institutional clients and tailor configurations to complex diligence use cases. Monitor engagement, anticipate client needs across reporting cycles, and drive strong renewal outcomes. Become a subject-matter expert on platform capabilities, including workflow automation. Advise clients on API integrations and data connectivity. Manage renewals and partner with the Account Management Team to identify expansion and upsell opportunities. Translate client feedback into actionable insights for Product and Engineering teams. Deliver webinars, training, and best-practice sessions to promote adoption and community engagement. Requirements 5+ years in Customer/Client Success within FinTech or B2B SaaS. Strong familiarity with investment management (Asset Owners, Hedge Funds, Private Equity, Consultants preferred). Solid understanding of API integrations. SQL experience strongly preferred (for querying, reporting, and troubleshooting). Comfortable engaging senior stakeholders including COOs, CCOs, and Portfolio Managers. Ability to diagnose issues, analyze workflows, and drive solutions. Bachelor’s degree in technology or related field. Benefits Remote-first environment focused on Midwest/Central Time Zone. Medical, Dental, and Vision coverage via Justworks/One Medical. 401(k) plan and performance-based incentives. Generous PTO plus sick leave and paid holidays. Employee donation matching and mission-driven culture. \n Why Apply Through Jobgether? We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

Responsibilities

The Client Success Associate will lead implementations for new institutional clients and tailor configurations to complex diligence use cases. They will also monitor client engagement and drive strong renewal outcomes while advising clients on platform capabilities.