CFRA Research

Client Success Manager

CFRA Research

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $55,000 - $70,000 per year

Job Level

Junior

About the role

  • Develop a deep understanding of your clients, including their objectives, needs, and working styles
  • Drive adoption of products/services
  • Monitor usage data to target inactive users
  • Maintain accurate users lists that reflect active users
  • Seek opportunities for growth, specifically with user adds, within existing accounts
  • Serve as the product expert for services within your client base
  • Conduct product trainings
  • Assist with inbound product and research related questions
  • Partner with Product to ensure client feedback is integrated into product enhancement roadmaps
  • Partner with Marketing on campaign strategies within existing accounts

Requirements

  • 1-2 years of experience in Customer Success, Account Management, or a related customer-facing role
  • Previous experience servicing Wealth Management accounts is highly preferred
  • Previous experience in a Research environment is highly preferred
  • Hands-on experience with CRM tools (preferably Salesforce)
  • Collaborative work ethic and a goal driven individual
  • Excellent communication and interpersonal skills with the ability to build rapport and trust with clients and internal teams
  • A customer-centric mindset with a passion for helping clients succeed
  • Ability to prioritize tasks and manage multiple client requests
  • Strong problem-solving skills and a proactive approach to addressing client challenges.
Benefits
  • 20 days of Vacation
  • 8 Sick Days
  • 1 paid volunteer day
  • 10-11 Holidays a year
  • Health, Dental, & Vision Insurance
  • Company paid Life & Disability Insurance
  • Competitive Pay
  • Annual Performance Bonus
  • 401K Match
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Customer SuccessAccount ManagementResearchCRM toolsSalesforce
Soft Skills
collaborative work ethicgoal drivenexcellent communicationinterpersonal skillscustomer-centric mindsetproblem-solvingproactive approachability to prioritize tasksmanage multiple client requestsbuild rapport and trust