Experienced Customer Success Manager – Investment Management Solutions

At arenaflex, we're dedicated to revolutionizing the financial services industry with innovative solutions that empower investment management clients to achieve their goals. As a key member of our Customer Success team, the Experienced Customer Success Manager – Investment Management Solutions will play a vital role in building and maintaining strong relationships with our clients, driving customer retention and growth, and ensuring a positive user experience.

Key Duties:

As a seasoned Customer Success Manager, you will be responsible for:

• Building and maintaining strong relationships with our investment management clients by maintaining a deep understanding of their workflow and acting as a consulting partner.
• Working closely with and supporting our Senior Customer Success Managers on marquee clients to ensure seamless delivery of our solutions.
• Assisting and leading client implementations and onboarding, working with our Solutions Engineering team to achieve mutually beneficial outcomes.
• Serving as the internal Voice of the Customer, addressing feedback and requests post-implementation to ensure a positive user experience for our clients.
• Collaborating with additional internal teams, including Sales, Product Development, and Marketing, to provide a fantastic client experience and go-to-market strategy.
• Providing clients with expertise and best practices to optimize their use of our software.
• Handling renewal negotiations to help us achieve and exceed customer retention and growth targets.
• Monitoring 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:

We're looking for a seasoned professional with:

• 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 – including with client stakeholders.
• 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.

What We Offer:

At arenaflex, we're committed to providing a supportive and inclusive work environment that fosters growth and development. As a member of our team, you can expect:

• Competitive compensation
• Medical, dental, and vision coverage plan options (with core plan premiums covered at 100% for you and 90% for families!)
• Remote-first working environment
• Flexible and generous time off policy to balance your work and life
• Paid parental leave policies for every type of parent to ensure bonding time with your new addition
• 401(k) retirement plan options to help you invest in your future
• Company-paid life insurance and long-term disability coverage
• VerityGives charitable donation matching program to support the causes important to our employees

Why Join arenaflex?

At arenaflex, we're passionate about making a meaningful impact in the financial services industry. Our team is dedicated to delivering innovative solutions that empower investment management clients to achieve their goals. As a Customer Success Manager, you'll have the opportunity to work with a talented team of professionals who share your passion for excellence and customer satisfaction.

How to Apply:

If you're a motivated and results-driven professional with a passion for customer success, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your experience and qualifications for this role. We can't wait to hear from you! Apply To This Job Apply for this job