Company
Financial Services
AssociateClientSuccessManager-FinancialServices
Neural analysis suggests this role is
optimal for Junior candidates.
“Associate Client Success Manager - Financial Services. Skills: Client Success, Account Management, Salesforce, HubSpot, Excel. This role supports the day-to-day management of client accounts, assisting with onboarding and engagement to drive platform adoption and value. Key responsibilities include tracking deliverables, maintaining CRM records, preparing client meeting materials, and coordinating with internal teams to address client requests. The position also involves contributing to client-f”
What You'll Achieve.
Ensure platform adoption and value realization for clients, manage multiple accounts and priorities effectively, and support insights-driven recommendations.
Industry & Context.
data interpretation; insights-driven recommendations
What They're Looking For.
Must Have
Requires a Bachelor's degree in Finance, Business, Economics, or a related field, along with 1-3 years of experience in a client-facing role. Proficiency in Excel and Salesforce is mandatory, and strong written and verbal communication, organizational, multitasking, and analytical skills are essential.
Nice to Have
Experience in SaaS or data-driven environments is preferred. HubSpot proficiency is a plus.
What You'll Do.
This role supports the day-to-day management of client accounts, assisting with onboarding and engagement to drive platform adoption and value.
Key responsibilities include tracking deliverables, maintaining CRM records, preparing client meeting materials, and coordinating with internal teams to address client requests.
The position also involves contributing to client-facing resources and identifying operational improvements.
How You'll Work.
Team & Collaboration
Collaborates with senior Client Success and Account Management teams, as well as internal departments like Product, Data, Insights, and Support, to ensure client needs are met efficiently and accurately.
Communication Scope
written communication; verbal communication
Full Job Description
## Accountabilities Support day-to-day management of assigned client accounts in partnership with senior Client Success and Account Management teams. Assist in onboarding and ongoing client engagement to ensure strong platform adoption and value realization. Track deliverables, follow up on action items, and maintain alignment between clients and internal stakeholders on timelines and priorities. Maintain accurate CRM records, including client interactions, usage data, renewal timelines, and engagement notes. Prepare materials for client meetings such as account summaries, performance reports, and presentation decks. Monitor client engagement and account health indicators, escalating trends or risks to senior team members when needed. Coordinate with internal teams (Product, Data, Insights, Support) to respond to client requests accurately and efficiently. Contribute to the development of client-facing resources such as onboarding guides, FAQs, and best practice documentation. Identify opportunities to improve internal workflows, reporting processes, and client success operations. Requirements: Bachelor’s degree in Finance, Business, Economics, or a related field. 1–3 years of experience in a client-facing role, ideally within financial services, SaaS, or data-driven environments. Strong proficiency in Excel and PowerPoint; experience with Salesforce required and HubSpot is a plus. Excellent communication skills, both written and verbal, with the ability to engage professional and detail-oriented stakeholders. Strong organizational and multitasking abilities, with the capacity to manage multiple accounts and priorities simultaneously. Analytical mindset with the ability to interpret data, identify patterns, and support insights-driven recommendations. Collaborative, team-oriented approach with a strong focus on customer success and relationship building. Eagerness to learn complex data products and financial services use cases in depth. Benefits: Competitive base sa
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