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salesforce ai chatgpt pendo glean📋 Description
- Build trusted relationships with investment clients to drive adoption
- Lead onboarding readiness and deployment to realize value quickly
- Develop account plans aligning product capabilities with objectives
- Drive product adoption via training sessions and workshops
- Identify revenue expansion via upsell opportunities
- Manage renewals and maintain strong customer sentiment
🎯 Requirements
- 4+ years in Customer Success, SaaS account management, or similar roles
- Experience with institutional investment workflows (CRM, PM, trading, data, reporting)
- Understanding of institutional investment products and security types
- Experience managing B2B SaaS customer relationships and adoption
- Strong communication for users and executives
- Analytical mindset; translate usage data into outcomes
🎁 Benefits
- Unlimited vacation
- Educational and wellness reimbursements
- $0 cost employee insurance plans
- Company Stock Plan
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