Technical Customer Success Manager

Technical Customer Success Manager - French & English Bilingual - Remote

Technical Customer Success Manager (SDLC)
wanted as our team is growing fast

Calling highly motivated, bright candidates who are looking for a career at an exciting award winning FinTech firm

Company: Wealth Dynamix

Role: Technical Customer Success Manager (CSM)

Location: London

Start Date: Asap

Would you like to join one of the fastest growing FinTech firms in Europe? We are looking for an analytical self starter with experience in software delivery. If you are passionate about digital transformation and keen to learn about delivering the market leading Client Lifecycle Managing solution to the Wealth Management industry,

apply now

Who are we?

• Wealth Dynamix helps to relieve the burden client management issues for wealth management and private banking firms with innovative technology.
• We provide Relationship Managers with a multi-award winning digital Client Lifecycle Management (CLM) platform, offering 360-degree access to their client.
• We are a global leader in end-to-end CLM, Wealth Dynamix has offices and clients in three continents with headquarters in the UK.

What is the role?

Client Onboarding & Implementation
:

• Support the onboarding of new clients and the implementation of new features for existing clients, ensuring a smooth transition and high customer satisfaction.

Wealth Dynamix Product Expertise
:

• Develop a deep understanding of Wealth Dynamix software solutions, becoming a trusted resource for clients.

Client-Focused Activities
:

• Assist with setting up trial platforms for new prospects and clients.
• Support clients in importing their data and configuring specific areas of the Wealth Dynamix platform based on their needs.
• Run demonstrations for new prospects and existing clients, showcasing product features and benefits.

Training & Support
:

• Liaise with trainers to support client training sessions, and when required, deliver training directly to clients.
• Work closely with the product team to stay up to date with new features and updates in Wealth Dynamix products.

Knowledge Base Maintenance
:

• Maintain the Client Success platform by contributing to the creation of new knowledge base articles, help sections, and training materials to assist clients in navigating the platform.
• Maintain the security of systems, data, and people by adhering to company security policies and proactively reporting vulnerabilities.

Why should you apply?

• This is a fantastic opportunity to work in a growing FinTech environment with excellent career progression available.
• With a global client base the role offers an opportunity to experience a wide variety of digital transformation projects – each with their own unique requirements and opportunities.
• You will learn a lot with exposure to multiple complex client needs.

Who is best suited to this role?

• 1-3 years' experience as a Business Analyst, Product Owner, or existing Technical Customer Success Manager.

Background and Experience:

• Interest in FinTech/Wealth Management: You should have a genuine interest in FinTech or Wealth Management or be eager to learn and engage with the industry proactively.
• Stakeholder Management: Ability to work effectively with a range of stakeholders, both internal and external.
• Bilingual – English & French – Professional capacity.

Mindset & Core Skills:

• Curiosity & Learning: Naturally curious with a strong desire to ask questions and deepen your understanding of the Wealth Dynamix solutions and the client's needs.
• Team-Oriented: A collaborative team player who understands the importance of contributing to collective success.
• Communication Skills: Excellent communication skills, with the ability to adapt your style depending on the audience—whether it's running product demonstrations, writing documentation, or collaborating with internal teams.
• Agile Methodology: Understanding of tools and methodologies used in an agile software delivery process, with a focus on flexibility and iterative improvement.
• Self-Starter: A proactive approach to self-learning, constantly looking for ways to add value to clients, teams, and the broader business.

We believe we offer career defining opportunities and are on a journey that will build awesome memories in a diverse and inclusive culture. If you are looking for more than just a job, get in touch.