Client Success Advocate

4 weeks ago

London, Greater London, United Kingdom AltaReturn Full time

Job Description

About AltaReturn

AltaReturn is a premier provider of innovative software solutions tailored for the Private Capital and Credit sectors. Our mission is to bridge the gaps between technology, information, and people, enabling our clients to optimize their operations. We are seeking driven, intelligent, and innovative individuals to contribute to our vision and assist our clients in reaching their objectives. Working at AltaReturn means collaborating with industry leaders in fintech, where creativity and forward-thinking are at the forefront of our endeavors. Our culture fosters continuous learning, curiosity, and accessibility among team members. We emphasize initiative, accountability, and a passion for excellence. Join us in transforming the alternative investment landscape and shape your future with AltaReturn.

Job Summary

This position is responsible for overseeing the daily interactions with a portfolio of clients, ensuring a comprehensive, data-informed perspective on their overall engagement with all teams, products, and services at AltaReturn. Reporting to the Head of Customer Success, the Client Success Manager engages directly with clients to cultivate relationships throughout their organizations, utilizing these connections to enhance product utilization, secure sales endorsements, identify revenue prospects, and guarantee long-term satisfaction. Internally, the Client Success Manager serves as a vital link, assembling and maintaining an extensive 'client profile' and sharing pertinent information across various departments, including product development, sales, and executive leadership. This role necessitates the ability to independently and proactively establish rapport with senior client representatives while systematically documenting and analyzing the relevant insights from those interactions.

Responsibilities

  • Foster trusted relationships with executives and key stakeholders within client organizations to comprehend their strategic objectives, promote product adoption, and achieve defined customer outcomes.
  • Develop success plans that align client use cases with their goals, tailoring them to the specific business structure and hierarchy of the client.
  • Proactively address client concerns and potential risks, leading the resolution process to ensure a positive customer experience.
  • Engage in the onboarding process to grasp strategic goals and the client's unique business structure.
  • Utilize best practices and methodologies to facilitate successful implementation on the client side and provide high-level training on AltaReturn products and features.
  • Create new resources for clients, including executive summaries, quarterly business review presentations, and strategic proposals.
  • Collaborate cross-functionally with Account Management to secure contract renewals and uncover new revenue opportunities.
  • Meet annual renewal and growth objectives in partnership with Account Management.
  • Monitor and report on key Customer Success metrics, including Net Recurring Revenue (NRR), Time-to-Value, NPS, and Customer Health.
  • Consistently communicate updates on AltaReturn products and broader market trends to the client base.
  • Act as an extension of the Customer Success leadership team, executing strategic initiatives and projects to advance the Customer Success function and overall business objectives.
  • Mentor junior team members and actively contribute to the enablement of the Customer Success organization.
Requirements

  • Minimum of 5 years of experience managing a portfolio of clients in a Customer Success Manager, Account Manager, or similar role, with a proven track record of success.
  • Demonstrated ability to proactively build and establish relationships across client organizations, from executive assistants to CEOs.
  • Strong accountability, work ethic, urgency, and ownership, with the ability to work independently and collaboratively.
  • Data-driven, highly organized, and detail-oriented.
  • Must be open to coaching, eager to learn, and possess a balance of patience and determination.
  • Willingness to travel as required.
  • Previous experience in SaaS or software is advantageous.
  • Background in the financial industry is preferred, particularly in Fixed Income, Equity, FX, or Loan asset classes.
  • Fluency in additional languages is a plus.
  • Customer-focused with a commitment to driving outcomes and achieving objectives in partnership with AltaReturn and its product suite.
  • Excellent interpersonal skills, capable of effective communication with stakeholders at all levels.
  • Comfortable presenting to clients in various settings, both in-person and virtually.
  • Ability to deliver results under pressure, take ownership of tasks, and work independently.
  • Project management experience is beneficial.
  • Strong negotiation skills to balance client satisfaction with company interests.
Education/Certifications

  • Bachelor's Degree or Master's Degree from an accredited institution.
What We Offer

  • Comprehensive health coverage options along with additional voluntary benefits.
  • Access to an Enterprise Udemy membership featuring thousands of personal and professional development courses.
  • 401K plan with company match up to 4% or an Employee Pension plan.
  • Competitive compensation and potential for year-end bonuses.
  • Flexible paid time off.
  • Charitable donation matching, along with volunteer and voting PTO.
  • Numerous team-building activities to foster collaboration in a dynamic work environment.

  • Client Success Advocate

    5 days ago

    London, Greater London, United Kingdom PatSnap Full time

    Company OverviewPatsnap is an innovative AI-driven SaaS platform that revolutionizes the way businesses worldwide engage in innovation and collaboration among their IP and R&D teams. Our comprehensive suite of connected innovation intelligence tools empowers over 12,000 clients globally to expedite the journey of bringing new inventions to market. With our...

  • Client Success Advocate

    4 weeks ago

    London, Greater London, United Kingdom PatSnap Full time

    Company OverviewPatsnap is an innovative AI-driven SaaS platform that revolutionizes the way businesses worldwide engage in innovation and collaboration among their IP and R&D teams. Our comprehensive suite of connected innovation intelligence tools empowers over 12,000 clients globally to expedite the journey of bringing new inventions to market. With our...

  • Client Success Advocate

    3 weeks ago

    London, Greater London, United Kingdom Datasite Full time

    Job Overview:Position Summary:As a key player in client success, you will be essential in nurturing robust connections with our clientele. Your main duty will be to actively engage with clients, offering training, advisory services, and support to guarantee the effective use of our features and offerings. Collaborating closely with internal teams, you will...

  • Client Support Advocate

    3 weeks ago

    London, Greater London, United Kingdom POhWER Full time

    Independent Advocate Role OverviewAre you driven by a desire to positively influence the lives of others? Do you excel in a lively and challenging environment? We are on the lookout for a committed and passionate Independent Advocate to become a vital part of our team.In this position, you will play a key role in assisting vulnerable individuals who are...

  • Senior Client Advocate

    6 days ago

    London, Greater London, United Kingdom Lawes Insurance Recruitment Full time

    Job Title: Senior Client AdvocateLocation: North LondonFull/Part Time: Full TimeSalary: £70,000 – £90,000 per annum + Car AllowancePurpose of Role:A senior client advocate delivering day-to-day operational management of the team or area of specialism. You will be the lead person within the team, with other Account Executives reporting to you.Key...

  • Senior Client Advocate

    2 days ago

    London, Greater London, United Kingdom Lawes Insurance Recruitment Full time

    Job Title: Senior Client AdvocateLocation: North LondonFull/Part Time: Full TimeSalary: £70,000 – £90,000 per annum + Car AllowancePurpose of Role:A senior client advocate delivering day-to-day operational management of the team or area of specialism. You will be the lead person within the team, with other Account Executives reporting to you.Key...

  • Senior Client Advocate

    2 days ago

    London, Greater London, United Kingdom Lawes Insurance Recruitment Full time

    Job Title: Senior Client AdvocateLocation: North LondonFull/Part Time: Full TimeSalary: £70,000 – £90,000 per annum + Car AllowancePurpose of Role:A senior client advocate delivering day-to-day operational management of the team or area of specialism. You will be the lead person within the team, with other Account Executives reporting to you.Key...

  • Global Client Relations Manager

    3 weeks ago

    London, Greater London, United Kingdom The Advocate Group Full time

    Position OverviewGlobal Client Relations ManagerSalary: £40,000 – £50,000 PALocation: Central LondonWork Model: Hybrid (3 days in-office, 2 days remote)Language Requirement: Bilingual in FrenchThis role presents a unique opportunity to join a venture capital-backed organization that has seen remarkable expansion since its inception, successfully...

  • Customer Success Advocate

    2 days ago

    London, Greater London, United Kingdom Dext Full time

    About the RoleWe are seeking a highly motivated and experienced Customer Success Advocate to join our team at Dext. As a key member of our customer-facing team, you will play a critical role in ensuring our customers achieve their business goals with our innovative FinTech solutions.Key ResponsibilitiesDevelop and execute customized onboarding plans to drive...

  • Customer Success Advocate

    1 day ago

    London, Greater London, United Kingdom Dext Full time

    About the RoleWe are seeking a highly motivated and experienced Customer Success Advocate to join our team at Dext. As a key member of our customer-facing team, you will play a critical role in ensuring our customers achieve their business goals with our innovative FinTech solutions.Key ResponsibilitiesDevelop and execute customized onboarding plans to drive...

  • Client Success Executive

    3 weeks ago

    London, Greater London, United Kingdom RedTech Recruitment Ltd Full time £30,000 - £32,000

    Client Success Executive – Graduate Applications WelcomedAn exciting opportunity has arisen for a Client Success Executive to join a leading innovative software technology company. This role offers exceptional training, career advancement, and opportunities for growth, making it an ideal time to become part of this expanding organization and learn from...

  • Client Success Manager

    1 week ago

    London, Greater London, United Kingdom artificial. Full time

    About ArtificialWe are a pioneering insurance technology company that is revolutionizing the industry with cutting-edge solutions. Our mission is to drive innovation, efficiency, and human-centric approaches by eliminating repetitive tasks.**Job Title:** Client Success Manager**Responsibilities**Establish strong relationships with clients and ensure...

  • Client Success Strategist

    3 weeks ago

    London, Greater London, United Kingdom MyTutor Full time

    MyTutor stands as the premier online platform in the UK for personalized learning, dedicated to delivering exceptional educational experiences to all learners. Our network of educators has facilitated over a million sessions, engaging with students from various backgrounds. We prioritize conscious inclusion and strive to foster a sense of belonging for every...

  • Client Success Specialist

    7 days ago

    London, Greater London, United Kingdom Addepar Full time

    About the RoleAs a Client Relationship Manager at Addepar, you will be a trusted adviser to our clients, deeply understanding their business and needs, and helping improve the value they receive from our platform.You will cultivate cross-functional relationships in Product & Engineering and Services teams to drive standard methodologies and utilization of...

  • Customer Success Advocate

    7 days ago

    London, Greater London, United Kingdom Cloudflare Full time

    Job DescriptionJob SummaryWe are seeking a highly skilled Technical Account Manager to join our Global Customer Support organization at Cloudflare. As a Technical Account Manager, you will be responsible for providing exceptional support to our customers, ensuring their technical needs are met, and helping to drive customer satisfaction.Key...

  • Client Success Strategist

    3 weeks ago

    London, Greater London, United Kingdom Energy Exemplar Full time

    Position OverviewThe Customer Success Manager will play a crucial role within the EMEA Sales and Customer Success division, dedicated to enhancing customer loyalty and driving revenue expansion. This individual will cultivate strong connections with TSO users, propose strategies to optimize software utilization, and provide ongoing support to clients...

  • Brand Advocate

    4 weeks ago

    London, Greater London, United Kingdom Dynamite Recruitment Full time £35,000

    Position: Brand Advocate Dynamite Recruitment is seeking a passionate Brand Advocate to become an integral part of a vibrant and successful team. In this role, you will represent the brand, engaging with clients across the UK and EU. Travel Requirements: Frequent travel within the UK and occasional trips to Europe. Company vehicle provided. Company-issued...

  • Client Success Consultant

    3 weeks ago

    London, Greater London, United Kingdom Datasite Full time

    Job Overview:Position Summary:As a key player in client relations, you will be essential in nurturing robust connections with our clientele. Your main duty will be to actively interact with clients, offering training, advisory services, and assistance to guarantee the effective use of our features and offerings. Collaborating closely with internal teams, you...

  • Client Success Specialist

    3 weeks ago

    London, Greater London, United Kingdom Neota Full time

    OverviewWe are seeking a dedicated professional to take on a pivotal role in enhancing customer satisfaction within a dynamic software organization. Neota specializes in a no-code automation cloud platform, empowering clients to create and implement customized expert automation systems without the need for coding expertise. Our clientele includes prestigious...

  • Client Success Specialist

    3 weeks ago

    London, Greater London, United Kingdom RedTech Recruitment Ltd Full time £30,000 - £32,000

    Client Success Specialist – Graduate ConsideredWe are excited to present an exceptional opportunity for a Client Success Specialist to join a pioneering software technology firm.This role offers comprehensive training, career advancement, and the chance to be part of a dynamic organization guided by industry leaders.Your primary responsibility will be to...