Senior Customer Success Manager/Financial Analyst

3 weeks ago

London, Greater London, United Kingdom Landytech Full time

Landytech is at the forefront of redefining how investment managers, asset owners, and advisors access crucial asset information. With our cutting-edge platform, Sesame, we empower clients across more than 15 countries to make informed investment choices and deliver insights with efficiency.

As we experience rapid expansion, this is an exciting opportunity to join our dynamic team, having recently secured significant funding. From our humble beginnings with two co-founders, we have grown to over 115 dedicated professionals in just four years, with a diverse team representing over 15 nationalities and fluent in 14 languages.

Position Overview

The Senior Customer Success Manager/Financial Analyst role is pivotal, requiring a hands-on approach to assist clients in navigating our platform, guiding them throughout their journey, and supporting them in reaching their goals. This position demands a comprehensive understanding of investment products coupled with technical expertise, enabling clients to maximize the benefits of our Sesame platform. As part of a newly formed and expanding team, the individual in this role will have the chance to significantly influence customer satisfaction and contribute to the development of effective frameworks.

Key Responsibilities

  • Facilitating the seamless onboarding of new clients while nurturing relationships with existing ones
  • Grasping investment products and effectively conveying insights regarding their performance and analytics
  • Diagnosing platform-related issues and collaborating with relevant technical teams to devise solutions
  • Leveraging client feedback to enhance product utilization and overall customer experience
  • Engaging with clients to uncover new partnership opportunities

Qualifications & Skills

  • 4-7 years of experience in technical analysis of financial products or consultative account management
  • Bachelor's degree in Business, Finance, Economics, Accounting, or a related discipline
  • Strong command of Excel and financial analysis techniques
  • Experience in wealth or asset management or consulting for financial services-related enterprises
  • Proven project management, retention, and cross-selling capabilities
  • Exceptional relationship-building and influencing skills
  • Fluency in English; proficiency in any other European language is advantageous

Benefits Offered

  • Opportunity to work within a rapidly growing fintech company that is transforming investment reporting
  • Hybrid work model with options for remote work
  • Competitive compensation package and stock options
  • Comprehensive private medical insurance, pension plan, cycle-to-work scheme, and gym allowance
  • Office refreshments, social events, and a vibrant work culture

If you believe you align with the qualifications outlined, we look forward to reviewing your application.

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