Customer Success Manager, Healthcare
Tucuvi
Professional Services Consultant
Addepar
full-time
Posted on:
Location Type: Remote
Location: Remote • Utah • 🇺🇸 United States
Visit company websiteSalary
💰 $90,000 - $140,000 per year
Job Level
JuniorMid-Level
About the role
- Interface directly with existing clients to understand their business needs, challenges, and opportunities for leveraging our platform more effectively
- Collaborate with internal teams to tailor best-practice implementation plans and technology solutions to match client requirements
- Develop and create detailed Professional Services Proposals and Statements of Work (SOWs)
- Present Addepar Services solutions, offerings, and their value proposition directly to clients
- Focus on the post-implementation success of clients by scoping add-on services, including business consulting and advanced phases of implementation
- Ensure an effective knowledge transfer and hand-off to the implementation teams post-scoping to facilitate smooth project execution
- Assist in refining the methodologies, tools, and processes related to the scoping and execution of professional services
- Maintain accurate and timely project and client data in Salesforce
Requirements
- 2+ years of professional experience, preferably in Financial Services, Consulting, or Implementations
- Proven experience in a consultative role, with an ability to understand complex client needs and map them to technical solutions
- Outstanding communication, organizational, and time-management skills
- A passion for technology and finance, with a deep interest in solving complex problems for clients in the investment management space
- Strong interpersonal skills with the ability to train and communicate effectively with clients and internal teams via email, phone, and face-to-face meetings
- Independent, adaptable, and able to thrive in a fast-paced environment
- [Bonus] Previous experience with investment management software
- [Bonus] Previous experience with project management or scoping professional services
Benefits
- bonus
- equity
- benefits
- global flexible workforce model (flexible work arrangements)
- offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai
- Reasonable accommodation for individuals with disabilities
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Professional Services ProposalsStatements of Work (SOWs)business consultingimplementationproject managementscopinginvestment management software
Soft skills
communicationorganizational skillstime-managementinterpersonal skillsadaptabilityproblem-solving
