Fintech Solutions Expert
1 week ago
Land your dream job as a Fintech Solutions Expert at Landytech, a pioneering company revolutionizing investment reporting. We're on a mission to empower clients in over 15 countries make informed decisions and deliver insights faster.
About the RoleThis is an exciting opportunity for a Senior CSM/Financial Analyst (French Speaking) to join our team. As a critical hands-on technical role, you will help customers get comfortable with our platform, navigating them on their journey, and getting them where they need to be.
This consultative role requires strong knowledge of investment products and systems skills, helping clients achieve their goals and objectives in utilizing our Sesame platform.
Key Responsibilities- Monitor and ensure the successful onboarding of new clients, liaising with Implementations, Product, and Data Teams along the way.
- Develop in-depth understanding of investment products and confidently speak about various products' performance and analytics on our Sesame platform.
- Identify issues on the platform, inconsistencies, or root-cause for clients' inability to optimize our platform, and communicate these issues to the relevant technical departments.
- Analyze clients' feedback and use of platform to draw conclusions about utilization of our product and potential need for add-ons and other products.
- 4-7 years of experience in technical analysis of financial products or consultative account management of financial products, with tech analysis.
- Bachelor's degree in Business, Finance, Economics, Accounting, or a related field.
- Excellent skills in Excel and financial analyses.
- Experience working in wealth/asset management or consulting for FS-related businesses.
- Competitive salary (£60,000 - £80,000 per annum).
- Hybrid work style/WFH allowed depending on role.
- Private medical insurance with Bupa for you and your family members.
- Pension Plan with NEST.
- Cycle to Work Scheme and gym allowance.
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