Client Success Manager - New York
Visible Alpha

New York, New York

Posted in IT

This job has expired.

Job Info

Job Details

Who We Are

Visible Alpha is a financial technology company that works in close collaboration with our hedge fund and institutional investors to solve inefficiencies and cultivate positive and collaborative relationships across the market through our award-winning technology solutions and services.

We are a growth company, established but operating under an employee-centric model where we value the ideas, expertise and inputs of every individual. Our continuous mode of experimentation ensures we are providing the best experiences for our employees, clients and partners.
Visible Alpha offers a hybrid work schedule (2 days/week) across all offices.

What We Do

Visible Alpha enhances the investment research process by extracting meaningful analyst models, and research reports through valuable partnerships with the world's premier investment research organizations. Our deep consensus data provides financial recommendations on companies and industries at a level of granularity and timeliness and that has never before been possible.

What You'll Do

  • You will be an integral part of our Client Success team assisting with onboarding and training for our buy-side clients via demos and product documents.
  • You will be an integral part of our Client Success team assisting with onboarding and training for our buy-side clients via demos and product documents.
  • Managing a group of accounts assigned to you, ensuring that the relationship is healthy and that the client is getting maximum value out of the Visible Alpha solutions.
  • As our first line of defense, you will be tasked with helping to answer client questions, product related issues and supporting the overall client relationship.
  • You will be responsible for understanding the complexity of the product offerings within our platform.
  • Through this role as point of contact, you will need to track feedback and integrate that input into the product development process.
  • You will be responsible for logging information into our CRM and other stores of information.

Who You Are
  • 3+ years of relevant work experience.
  • Strong MS Office skills required, including proficiency with Excel (pivot tables, VLOOKUP).
  • Technically savvy, strong analytical and problem-solving skills.
  • Excellent oral and written communication skills are required.
  • Demonstrated experience in building and maintaining strong relationships with clients and colleagues.
  • Demonstrated record of completing projects requiring stakeholders across a matrixed organization.
  • Knowledge of the buy-side or research analyst workflow strongly preferred.

Why You'll Love Working at Visible Alpha

At Visible Alpha, we are committed to supporting every team member's personal and professional growth. We measure our success by the collective wins of our employees, creating and driving a culture of inclusivity, collaboration, constant learning, open dialogue, and idea generation. As an organization, we strive to exist with a sense of purpose and belonging-where employees can be their authentic selves and do work that changes the industry. Through benefits such as employee resource groups, flexible paid time off, unlimited professional coaching, and increased work-life balance through a hybrid work environment, employees at Visible Alpha are empowered to bring their best selves to work every day.

Key Benefits We Offer:
  • Hybrid work model - 2 Core days in the office and other days working remote
  • Comprehensive benefits, including medical, dental, & vision coverage and pre-tax benefits
  • 401(K) with company match
  • Flexible PTO
  • Generous paid parental leave
  • Three weeks a year working from anywhere
  • Classpass discounts
  • Unlimited professional coaching with Bravely
  • Coursera-Over 6000 company paid courses for continuous learning and development
  • Learning & development reimbursement
  • Company sponsored lunches on Core Days, Happy Hours and unlimited snacks and drinks in our office
  • Company sponsored sports leagues
  • Annual summer and holiday outings
  • Community impact opportunities through charitable work and giving
  • Employee Resource Groups
At Visible Alpha, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $94,000 to $128,000. This role is also eligible for a 10% target bonus.

Visible Alpha operates under an employee-centric model where we value the ideas, expertise and inputs of every individual. Out of a broad spectrum of perspectives comes greater insight. We are an equal opportunity employer committed to providing employees with a work environment free of discrimination and harassment. Applicants are considered for employment regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity, gender expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or any other class protected by applicable laws.

This job has expired.

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