Want to get hired at Virtustant?

Customer Success Specialist

Virtustant

HybridHybrid

Original Job Summary

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

How to Get Hired at Virtustant

🎯 Tips for Getting Hired

  • Customize your resume: Highlight relevant customer success experience.
  • Research Virtustant: Understand their financial market focus.
  • Prepare clear examples: Demonstrate onboarding and retention skills.
  • Practice technical tools: Review CRM and project management software.

📝 Interview Preparation Advice

Technical Preparation

Review CRM functionalities.
Familiarize with project management tools.
Understand finance basics.
Practice remote collaboration tools.

Behavioral Questions

Describe a client conflict resolution.
Share your onboarding success example.
Explain teamwork in remote settings.
Discuss proactive problem solving.