Customer Success Specialist

@ Virtustant

About Virtustant

Our client specializes in providing innovative services within the financial and capital markets sectors, focused on enhancing client success and satisfaction.

Customer Success Specialist Role

As a Customer Success Specialist, you will manage client relationships, ensuring effective onboarding and maintaining high client satisfaction. You will serve as a trusted advisor, helping clients achieve their goals.

• Manage client onboarding for a seamless service transition.
• Maintain ongoing communication and proactively resolve client issues.
• Develop strategies to enhance client retention and success.
• Collaborate with internal teams to meet client objectives.
• Recommend process improvements to enhance client experience.

Required Experience and Qualifications

• Experience in Customer Success, Account Management, or Client-Facing roles.
• Basic understanding of finance, investment, or capital markets.
• Strong English communication skills (C2 preferred).
• Proficiency with CRMs, project management, and online collaboration tools.
• Organized, proactive, and strong interpersonal skills.

Preferred Skills & Personality

• Familiarity with financial terms, investor types, and fundraising.
• Ability to work independently in a remote team environment.
• Proactive and adaptable with strong interpersonal communication.

Software & Tools

Familiarity with CRMs and project management tools is preferred.

Schedule & Compensation

20 hours flexible with overlapping EST hours. Payment is hourly-based in USD or local currency according to candidate's preference.

Key skills/competency

• Customer Success
• Onboarding
• Client Retention
• Account Management
• Finance
• Capital Markets
• CRM
• Communication
• Project Management
• Remote Work