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Posted 5 months ago
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Job DescriptionA Client Success Manager plays a critical role in servicing Wealth Management accounts that are key to the future success of the company. In this role you will work alongside the Senior Vice President, Account Manager to execute on customized client engagement strategies to ensure our Wealth clients are deriving the maximum value from CFRA's services. The Account Management team works with the Sales, Research, Product, Marketing and Sales Operations Teams to develop an in-depth understanding of each client’s requirements and tailor solutions using CFRA content, products, and expertise to meet the client’s needs.Key ResponsibilitiesDevelop a deep understanding of your clients, including their objectives, needs, and working stylesDrive adoption of products/servicesMonitor usage data to target inactive usersMaintain accurate users lists that reflect active usersSeek opportunities for growth, specifically with user adds, within existing accountsServe as the product expert for services within your client baseConduct product trainingsAssist with inbound product and research related questionsPartner with Product to ensure client feedback is integrated into product enhancement roadmapsPartner with Marketing on campaign strategies within existing accountsSkills, Knowledge and Expertise1-2 years of experience in Customer Success, Account Management, or a related customer-facing rolePrevious experience servicing Wealth Management accounts is highly preferredPrevious experience in a Research environment is highly preferredHands-on experience with CRM tools (preferably Salesforce)Collaborative work ethic and a goal driven individualExcellent communication and interpersonal skills with the ability to build rapport and trust with clients and internal teamsA customer-centric mindset with a passion for helping clients succeedAbility to prioritize tasks and manage multiple client requestsStrong problem-solving skills and a proactive approach to addressing client challenges.Benefits20 days of Vacation8 Sick Days1 paid volunteer day10-11 Holidays a yearHealth, Dental, & Vision InsuranceCompany paid Life & Disability InsuranceCompetitive PayAnnual Performance Bonus401K MatchAbout CFRA ResearchCFRA is a leading independent investment insights and data analytics company. Through an unmatched multidisciplinary approach to investment research, including expert lenses on forensic accounting, fundamental, policy, legal, fund, and technical research, CFRA provides actionable analytics to make better investment and business decisions. CFRA is results-oriented, we place an unwavering priority on the quality of our research, from the productivity and performance of our analysts to the success of our client relationships. Over 2,000 clients rely on CFRA’s proprietary research conducted by experts who uniquely analyze industries, funds and companies of interest with our time-tested and rigorous research methodology. On October 1, 2016, CFRA acquired S&P Global’s Equity and Fund Research business, a leading provider of independent research and commentary with offerings focused on stocks, ETFs and mutual funds as well as sectors and industries. The Equity and Fund Research business originated in the 1920’s and has amassed a worldwide base of investing clients. With the addition of Washington Analysis in 2021, CFRA further strengthens its already robust research and data offerings. CFRA clients will now be able to leverage Washington Analysis’ unique and in-depth research specializing in identifying risks and opportunities across asset-classes emanating from U.S. courts, Congress, and regulators, at both the state and federal levels. The combined firm is committed to being the world's leading independent investment research firm with ~90 global analysts, authoring in-depth qualitative research on 1,600+ companies. In addition, CFRA offers a comprehensive view on global sector themes, industries, and funds, through in-depth qualitative research on 11 Sectors, 73 Industries, 19,000+ ETFs, 15,000+ Mutual Funds, as well as quantitative company research on 20,000+ global companies. Founded as the “Center for Financial Research and Analysis” in 1994, today our company is simply known as CFRA. However, our mission remains to be the “center” for our global clients by providing independent, differentiated, and actionable analysis to help you make better investment and business decisions. Our clients are based in the US, Europe, Middle East, Asia, and Australia representing thousands of investment professionals and risk managers at leading hedge funds, mutual funds, pension managers, insurance companies, private equity, investment advisors, banks, regulators, corporations, and professional service organizations.
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