Fundcraft

Financial Services

ClientSuccessAssociate

Girona, Catalonia, Spain FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Client Success Associate at Fundcraft. support clients throughout their journey, from onboarding to ongoing engagement. coordinate client requests”

What You'll Achieve.

ensuring they maximise the benefits of our platform; ensure that operational needs are met efficiently; ensure client satisfaction; identify opportunities for growth; contribute to the overall improvement of the platform; ensuring our clients consistently experience exceptional service; achieving collective goals; for the benefit of the group’s objectives

Industry & Context.

Financial Services
Problems you'll solve

proactively address potential challenges; proposing solutions; making decisions based on valid arguments

What You'll Do.

support clients throughout their journey

from onboarding to ongoing engagement

coordinate client requests

manage client deliverables

act as a key liaison between clients and internal departments

execute comprehensive onboarding processes

including platform training and best practices

serve as a trusted point of contact for clients

understand client goals

provide continuous support to ensure client satisfaction

monitor client health metrics

proactively address potential challenges

identify opportunities for growth

drive the success of client initiatives

contribute to the overall improvement of the platform

ensure emails are promptly replied to or assigned to the relevant Product Delivery Team within the 3-hour response period

proactively manage routine client communications

escalate complex matters to a Client Success Manager when necessary

schedule meetings efficiently

maintain accurate records of interactions

draft communication templates for recurring client interactions

propose ideas for automating routine replies

implement basic improvements to streamline daily operations

identify repetitive tasks

propose automation opportunities to the Client Success Manager

track deliverables and deadlines

ensure deliverables align with the defined cooperative memorandum

report delays or risks to the Client Success Manager

keep all client-related data organised and accurate

regularly collect client insights and communicate them to the Client Success Manager or the Product Development team

How You'll Work.

Team & Collaboration

collaborate closely with the Client Success Manager; collaborating with stakeholders; actively listens to colleagues; supports their ideas; fosters a collaborative environment focused on achieving collective goals; Working alongside internal departments; learn from specialists across various fields

Communication Scope

draft communication templates; provide fast, open, and constructive feedback

Process & Methodology

track deliverables and deadlines, execute complex projects

Full Job Description

### About the role: As a Client Success Associate, you play a pivotal role in ensuring the seamless delivery of our product to a diverse portfolio of clients. Your primary responsibility is to support clients throughout their journey, from onboarding to ongoing engagement, ensuring they maximise the benefits of our platform. You coordinate client requests, manage client deliverables, and act as a key liaison between clients and internal departments to ensure that operational needs are met efficiently. In this role, you collaborate closely with the Client Success Manager to execute comprehensive onboarding processes, including platform training and best practices. You also serve as a trusted point of contact for clients, fostering strong relationships, understanding their unique goals, and providing continuous support to ensure client satisfaction. By monitoring client health metrics and gathering feedback, you proactively address potential challenges and identify opportunities for growth. Working alongside internal departments, you help drive the success of client initiatives and contribute to the overall improvement of the platform, ensuring our clients consistently experience exceptional service. **Key Responsibilities:** * Ensure emails are promptly replied to or assigned to the relevant Product Delivery Team within the 3-hour response period. * Proactively manage routine client communications and escalate complex matters to a Client Success Manager when necessary. * Schedule meetings efficiently, balancing availability and urgency, and maintain accurate records of interactions. * Draft communication templates for recurring client interactions and propose ideas for automating routine replies. * Implement basic improvements to streamline daily operations, identify repetitive tasks, and propose automation opportunities to the Client Success Manager. * Track deliverables and deadlines, ensuring they align with the defined cooperative memorandum, and report delays or

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