Client Success Associate

fundcraft

Client Success Associate ensuring smooth operations and satisfaction for clients using fundcraft platform. Managing access, communications, and assisting in delivering quality client experiences.

Posted 5/6/2026full-timeGirona • 🇪🇸 SpainJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

attention to detailproactivesolution-orientedproblem-solvingcollaborativeflexibleadaptableinitiativeclient-focusedmentorship