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Chronograph

Client Solutions Manager

Manages client success, product implementations, and relationships for West Coast private capital clients at a fintech firm. Requires 2-4 years in professional services like consulting or sales engineering, superb communication, and Microsoft Office expertise.

100k – 115kSan Francisco, CACustomer SuccessHybrid2+ YOE
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About the role

Responsibilities

  • Act as a product expert and primary configuration manager for West Coast clients
  • Design & implement Client Success processes and initiatives
  • Collaborate with clients on strategic initiatives and optimization of their data strategy
  • Develop recommended best-practices and supporting materials for diverse user base
  • Coordinate resources across Client Development, Marketing, Data Operations, Product for client deliverables
  • Develop and monitor client expectations
  • Support project management resources and personnel
  • Produce flawless client deliverables for complex project requirements
  • Uphold brand standards & values in client interactions
  • Proactively identify account growth opportunities
  • Strategize with senior leadership on client business cases

Requirements

  • Bachelor’s degree with 2-4 years’ experience in professional services (consulting, investment banking, private capital investor relations/business development, technology client success, sales engineering, or similar)
  • Demonstrated excellence producing time-sensitive deliverables for sophisticated clients
  • Superb written and verbal communication skills
  • Willingness to travel occasionally
  • Entrepreneurial mindset with significant operational impact
  • Ability to adapt to high-performance environment
  • Flexibility for variety of tasks
  • Proactive with leadership potential
  • Expert in Microsoft Office Suite: PowerPoint and Excel

Compensation & Benefits

  • Competitive salary: $100,000—$115,000 USD (dependent on experience)
  • Flexible work arrangements (in person / hybrid)
  • Unlimited and flexible vacation
  • Generous health benefits
  • Fully-paid parental leave

Skills

ExcelMicrosoft PowerpointMicrosoft OfficeClient SuccessSales EngineeringProfessional ServicesConsultingInvestment BankingData StrategyProject Management

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