- Own overall relationship with assigned clients, which includes managing their on-boarding, implementation, training, increasing adoption and value add, ensuring retention, and high levels of customer satisfaction.
- Establish a trusted and strategic advisor relationship to help drive continued value of our products and services.
- Maintain and develop customer success strategies and best practices, as well as customer support content, with the help of the creative team.
- Communicate effectively with both internal and external senior-level management to understand customer needs, maximize retention and growth, and communicate learnings.
- Maintain existing customer success metrics and data as directed.
- Bachelor's degree in Business Administration (concentrations in Accounting, finance or Economics a plus).
- 2-5 years' experience in the financial services Industry.
- Knowledge of financial reporting a plus.
- Private Equity experience a plus.
- Experience with data mapping a plus.
- Familiarity with Private Equity metrics and other Fintech solutions that offer performance analysis.
- Strong written and verbal communication skills.
- Technical knowledge and business acumen.
- Ability to learn on-the-job quickly, apply learning to recommend solutions to issues.
- Ability to quickly adapt to changes in processes and procedures in a rapidly changing environment.
- Strong attention to detail and accuracy.
- Strong project management skills.
- Superior problem solving, judgement and decision-making skills.
- Ability to think independently, prioritize, multi-task and meet deadlines.
- Extensive Microsoft suite skills - Excel, Word, Visio, PowerPoint, and Outlook.
- Administering over $1T in assets
- Servicing nearly every significant investor in the asset class
- Institutional grade infrastructure and SSAE 18 (SOC-1, Type 2) certification, ensuring confidence in our processes and operating model
- The most experienced and best performing team in the industry
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Client Success Manager - New York, United States - Gen II Fund Services LLC
Description
This role will be responsible for the onboarding, customer success and solution best practices for Gen II's proprietary performance and attribution platform, Sensr. As a member of Sensr's Client Success Team, you will be an integral part of client implementation, working closely with our clients and Gen II's Client Service Teams. In addition, as an expert on the application, you will build strong relationships with our clients, ensure they are comfortable on the platform and gather feedback to share with the product team for future enhancements.Primary Responsibilities Will Include:
Work Arrangement
All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of two (2) days a week in our office and three (3) days remotely.
About the Company
Gen II Fund Services, LLC is one of the largest global independent private equity fund administrators, administering over $1 trillion of private capital on behalf of its clients with offices in New York, San Francisco, Boston, Stamford, Dallas, Denver, Vancouver, and Luxembourg. Gen II offers private fund sponsors a best-in-class combination of people, process, and technology, enabling fund sponsors to most effectively manage their operational infrastructure, financial reporting, and investor communications. The Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture capital, retail, and managed accounts.
Key Facts:
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)
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