fundcraft

Client Success Associate

fundcraft

full-time

Posted on:

Location Type: Hybrid

Location: Girona • 🇪🇸 Spain

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Job Level

JuniorMid-Level

About the role

  • Manage and guarantee secure and seamless platform access for external clients and internal team members.
  • Coordinate and manage the client shared mailbox, ensuring all inquiries are addressed or delegated to appropriate teams within agreed response times.
  • Regularly update and manage Slack channels and other internal communication tools to ensure alignment and efficient collaboration.
  • Draft, prepare, and distribute client communications related to platform updates, new features, and other key announcements in a timely and professional manner.
  • Maintain and update client data and information within the platform, ensuring records are accurate, comprehensive, and aligned with compliance requirements.
  • Assist in the development, refinement, and documentation of client success processes, tools, and templates to enhance operational efficiency.
  • Respond promptly and professionally to client inquiries and requests, escalating complex issues when necessary.
  • Provide initial troubleshooting assistance to clients and coordinate with technical teams for advanced support needs.
  • Work closely with team members and cross-functional units to align on goals and deliverables, fostering a cohesive and client-focused approach.
  • Track, monitor, and ensure timely delivery of client commitments in line with established standards and agreements.
  • Contribute to initiatives aimed at enhancing client satisfaction, including identifying areas for improvement and proposing actionable solutions.
  • Support the ongoing training and mentorship of other junior team members, promoting a culture of growth and collaboration.
  • Actively foster a supportive and productive work atmosphere, encouraging collaboration, innovation, and shared success.

Requirements

  • Quickly learns and adapts to new software, systems, and processes.
  • Demonstrates strong attention to detail, ensuring high accuracy in all tasks.
  • Proactive, solution-oriented, and eager to take initiative in contributing to unit success.
  • Strong problem-solving skills, efficiently addressing client needs while maintaining professionalism.
  • Thrives in a collaborative environment, with a focus on achieving shared goals.
  • Flexible and adaptable, capable of managing multiple tasks and meeting deadlines.
Benefits
  • Join a culture that celebrates creativity and welcomes innovative, disruptive ideas, empowering you to make a real impact.
  • Immerse yourself in a fast-paced, diverse workplace where you'll have the chance to collaborate and learn from specialists across various fields, fostering personal and professional growth.
  • Embrace automation and seamless tech integration in your workflows, while our platform boosts operations through tech leverage, ensuring you stay ahead of the curve and updated with new technologies.
  • Work in a comfortable, ergonomic environment within our spacious, modern offices where you can enjoy daily fresh fruit and coffee!
  • Monthly afterworks organised by the company to unwind and strengthen team connections.

Applicant Tracking System Keywords

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

Soft skills
attention to detailproactivesolution-orientedproblem-solvingcollaborativeflexibleadaptable