Related skills
salesforce saas chatgpt pendo glean📋 Description
- Build trusted relationships with investment and wealth management clients to drive adoption.
- Guide onboarding through long-term maturity to accelerate time-to-value and identify expansion opportunities.
- Collaborate with Sales, Product, and Support to align goals with platform capabilities and surface insights.
- Leverage AI tools (ChatGPT, Glean, Claude Code) and platforms (Salesforce, Pendo) for proactive, high-impact engagement.
🎯 Requirements
- 8+ years in Customer Success, SaaS account management, consulting, or similar client-facing roles
- Strong understanding of financial markets and institutional/HNW investment lifecycle
- Familiarity with investment products including equities, fixed income, derivatives, funds, private assets, and FX
- Proven ability to manage enterprise relationships and drive product adoption in a B2B SaaS environment
- Excellent communication skills with executive stakeholders and end users
- Analytical mindset with ability to translate data into actionable customer strategies
🎁 Benefits
- Experience working with investment management software platforms
- Familiarity with Salesforce, Pendo, Slack, Jira, Confluence, and Excel
- Basic understanding of APIs, AWS, or public cloud infrastructure
- Progress toward or completion of CFA or CAIA certifications
- Experience contributing to customer advocacy programs, events, or community initiatives
- Stock Plan and comprehensive benefits including unlimited vacation and insurance
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