Related skills
salesforce ai chatgpt pendo glean📋 Description
- Build trusted relationships with investment and wealth management clients to drive adoption and value
- Guide customers through onboarding and pre-implementation readiness to realize value
- Develop account plans aligning product capabilities with customer objectives
- Drive product adoption via training sessions, workshops, and strategic guidance
- Identify revenue expansion opportunities through upsell/cross-sell and platform utilization
- Manage renewal cycles and retention strategies while maintaining strong engagement (travel up to 25%)
🎯 Requirements
- 2-4+ years in Customer Success, SaaS, or similar roles
- Working knowledge of financial markets and investment lifecycle
- Understanding of institutional investment products and security types
- Experience driving product adoption in a B2B SaaS environment
- Strong communication with end users and executives
- Analytical mindset to interpret usage data and translate insights
🎁 Benefits
- Unlimited vacation, educational and wellness reimbursements
- $0 cost employee insurance plans
- Company Stock Plan participation
- Careers page with perks and benefits
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