Experienced Customer Success Manager – Investment Management Client Relationship Development and Growth Strategist at blithequark

Welcome to blithequark At blithequark, we are passionate about delivering exceptional customer experiences and fostering long-term relationships with our investment management clients. As a leader in the financial services industry, we recognize the importance of having a dedicated team that understands the unique needs and challenges of our clients. Our Customer Success Managers play a vital role in driving client satisfaction, retention, and growth, and we are now seeking an experienced professional to join our team. About the Role As a Customer Success Manager at blithequark, you will be responsible for building and maintaining strong relationships with our investment management clients, acting as a consulting partner to understand their workflow and provide tailored solutions to meet their needs. You will work closely with our Senior Customer Success Managers to support marquee clients, lead client implementations and onboarding, and collaborate with internal teams to deliver a seamless client experience. Your expertise and best practices will help our clients optimize their use of our software, and you will play a key role in driving renewal negotiations, identifying upsell and cross-sell opportunities, and monitoring customer activity trends to mitigate churn risk. Key Responsibilities Build and maintain strong relationships with investment management clients, maintaining a deep understanding of their workflow and acting as a consulting partner Work closely with and support Senior Customer Success Managers on marquee clients, providing expertise and guidance to ensure exceptional client experiences Assist and lead client implementations and onboarding, collaborating with our Solutions Engineering team to achieve mutually beneficial outcomes Serve as the internal Voice of the Customer, addressing feedback and requests post-implementation to ensure a positive user experience for our clients Collaborate with internal teams, including Sales, Product Development, and Marketing, to provide a fantastic client experience and go-to-market strategy Provide clients with expertise and best practices to optimize their use of our software, driving adoption and retention Handle renewal negotiations to help us achieve and exceed customer retention and growth targets Monitor customer activity trends to identify churn risk and work proactively to eliminate that risk, while simultaneously identifying and closing upsell and cross-sell opportunities About You To be successful in this role, you will have proven experience as a Customer Success Manager or similar role in the financial services industry, preferably working with investment management clients. You will have excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships, including with client stakeholders. You will be results-oriented, with a demonstrated ability to meet or exceed targets, and able to work independently and collaboratively in a fast-paced environment. Essential Qualifications Proven experience as a Customer Success Manager or similar role in the financial services industry, preferably working with investment management clients Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships Results-oriented, with a demonstrated ability to meet or exceed targets Ability to work independently and collaboratively in a fast-paced environment Proficiency in CRM software and Microsoft Office Suite Bachelor’s degree or relevant work experience Preferred Qualifications Experience working with investment management clients, with a deep understanding of their workflow and challenges Knowledge of the financial services industry, including trends, regulations, and best practices Experience with client implementation and onboarding, with a proven track record of delivering successful outcomes Strong analytical and problem-solving skills, with the ability to analyze customer data and identify opportunities for growth Skills and Competencies To be successful in this role, you will have a range of skills and competencies, including: Communication skills: Excellent verbal and written communication skills, with the ability to build and maintain strong client relationships Interpersonal skills: Ability to work collaboratively with internal teams, including Sales, Product Development, and Marketing Results-oriented: Demonstrated ability to meet or exceed targets, with a focus on driving customer retention and growth Analytical skills: Ability to analyze customer data and identify opportunities for growth, with strong problem-solving skills Technical skills: Proficiency in CRM software and Microsoft Office Suite, with experience working with client implementation and onboarding Career Growth Opportunities At blithequark, we are committed to the growth and development of our employees. As a Customer Success Manager, you will have opportunities to develop your skills and expertise, with access to training and development programs, mentorship, and career advancement opportunities. You will be part of a dynamic and supportive team, with a culture that values collaboration, innovation, and customer satisfaction. Work Environment and Company Culture At blithequark, we pride ourselves on our remote-first working environment, with flexible and generous time off policies to balance your work and life. We offer a range of benefits, including competitive compensation, medical, dental, and vision coverage plan options, paid parental leave policies, and 401(k) retirement plan options. Our company culture is built on values of collaboration, innovation, and customer satisfaction, with a focus on delivering exceptional client experiences and driving business growth. Compensation, Perks, and Benefits We offer a range of compensation, perks, and benefits, including: Competitive compensation package Medical, dental, and vision coverage plan options, with core plan premiums covered at 100% for you and 90% for families Remote-first working environment, with flexible and generous time off policies Paid parental leave policies, with bonding time for new parents 401(k) retirement plan options, with company matching contributions Company paid life insurance and long-term disability coverage Charitable donation matching program, with opportunities to support causes important to our employees Conclusion If you are a motivated and results-oriented Customer Success Manager, with a passion for delivering exceptional client experiences and driving business growth, we encourage you to apply for this exciting opportunity at blithequark. With a range of benefits, including competitive compensation, flexible working arrangements, and opportunities for career growth and development, this is a unique chance to join a dynamic and supportive team and take your career to the next level. Apply now to become a part of our team and help us deliver exceptional customer experiences and drive business success.