Success Coach
3 weeks ago
About This Role:
We are looking for a Success Coach to join our team at InvestorFlow. As a key member of our client success team, you will be responsible for ensuring our clients achieve their goals and get the most out of our platform.
About You:
- You should have 3+ years of experience in client success, account management, or client support roles.
- You should have strong communication, presentation, and relationship-building skills with a client-first approach.
- You should have proven ability to manage multiple client accounts and priorities simultaneously.
- You should have Salesforce Admin certification or equivalent experience with the ability to gain certification within 6 months.
- Bonus: You should have experience in the commercial real estate industry or private markets with knowledge of relevant products, workflows, and technologies.
- Bonus: You should have experience working in SaaS or a tech company.
About Us:
$120,000 - $150,000 per year
Our team is dedicated to driving innovation and inclusivity in the financial industry. We serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs.
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