Related skills
salesforce chatgpt pendo glean claude code📋 Description
- Build trusted relationships with investment clients to drive adoption
- Guide onboarding and readiness to accelerate time-to-value
- Develop strategic account plans aligned to client objectives
- Drive product adoption through training and ongoing guidance
- Leverage Salesforce, Pendo, and AI tools to surface insights
- Partner with Sales, Product, and Support to align client goals
🎯 Requirements
- 8+ years in Customer Success, SaaS, or similar roles
- Deep knowledge of financial markets and investment lifecycle
- Familiar with equities, fixed income, derivatives, funds, FX
- Proven ability to manage enterprise client relationships in B2B SaaS
- Strong communication with executives and end users
- Analytical mindset; translate data into customer strategies
🎁 Benefits
- Company Stock Plan
- Unlimited vacation and wellness reimbursements
- Educational reimbursements and insurance plans
- Careers page for perks
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