A Client Success Manager plays a critical role in servicing Wealth Management accounts that are key to the future success of the company. In this role you will work alongside the Senior Vice President, Account Manager to execute on customized client engagement strategies to ensure our Wealth clients are deriving the maximum value from CFRA's services. The Account Management team works with the Sales, Research, Product, Marketing and Sales Operations Teams to develop an in-depth understanding of each client’s requirements and tailors’ solutions using CFRA content, products, and expertise to meet the client’s needs.
- Develop a deep understanding of your clients, including their objectives, needs, and working styles
- Drive adoption of products/services
- Monitor usage data to target inactive users
- Maintain accurate users lists that reflect active users
- Seek opportunities for growth, specifically with user adds, within existing accounts
- Serve as the product expert for services within your client base
- Conduct product trainings
- Assist with inbound product and research related questions
- Partner with Product to ensure client feedback is integrated into product enhancement roadmaps
- Partner with Marketing on campaign strategies within existing accounts
- 1-2 years of experience in Customer Success, Account Management, or a related customer-facing role
- Previous experience servicing Wealth Management accounts is highly preferred
- Previous experience in a Research environment is highly preferred
- Hands-on experience with CRM tools (preferably Salesforce)
- Collaborative work ethic and a goal driven individual
- Excellent communication and interpersonal skills with the ability to build rapport and trust with clients and internal teams
- A customer-centric mindset with a passion for helping clients succeed
- Ability to prioritize tasks and manage multiple client requests
- Strong problem-solving skills and a proactive approach to addressing client challenges.
- 20 days of Vacation
- 8 Sick Days
- 1 paid volunteer day
- 10-11 Holidays a year
- Health, Dental, & Vision Insurance
- Company paid Life & Disability Insurance
- Competitive Pay
- Annual Performance Bonus
- 401K Match
Life at CFRA
Thrive Here & What We Value1. Hybrid/Remote Flexibility | 2. Strong Preference for Candidates in the Washington, DC Area | 3. Competitive Pay | 4. Annual Performance Bonus | 5. 401K Match | 6. Health, Dental, & Vision Insurance | 7. Company paid Life & Disability Insurance</s> | 1. Health, Dental, & Vision Insurance | 2. Company paid Life & Disability Insurance | 5. 401K Match</s> | Pension | Sick Days | PTO | Holiday Pay | 1. Competitive pay | 2. Annual performance bonus | 3. 401K match | 4. Health, dental, and vision insurance | 5. Company paid life & disability insurance</s> | 1. Act with the highest integrity and professionalism in all their endeavors | 2. Partner with others to reach common goals | 3. Have creative and entrepreneurial mindset; are interested in helping to build a business and to be compensated according to performance | 4. Demonstrated ability and initiative to handle increasing responsibility over time</s> | 1. HighEnergy and Results-Oriented Team Environment | 2. Valuable Network by Working with the Front Office at the Most Prestigious Hedge Funds and Asset Managers Across Europe | 3. Onboarding and Training Efforts for BDRs | 4. Opportunity to Become Future Salespeople | 5. Company Paid Life & Disability Insurance, Competitive Pay, Performance Bonus, Pension</s> | 3. Promoting Internally and Looking for Candidates that Show a Desire and Ability to Grow into a Role as an Analyst (Vice President) | 4. 20 Days of Vacation | 5. 8 Sick Days | 6. 1 Paid Volunteer Day | 7. 1011 Holidays a Year | 8. Health, Dental, & Vision Insurance | 9. Company Paid Life & Disability Insurance | 10. Competitive Pay | 11. Annual Performance Bonus | 12. 401K Match</s> | 3. Health, dental, & vision insurance | 4. Company paid life & disability insurance | 5. 20 days of vacation | 6. 8 sick days | 8. Paid volunteer day</s> | 21 days of Annual Vacation | 6 casual days | Medical, Accidental & Term Life Insurance | Telehealth, OPD</s> | 1. Independent, entrepreneurial company with a 30year track record | 2. Open to considering candidates based in the U.S. or Europe | 3. Maintains workspace in Washington, DC and London, England | 4. Competitive pay and annual performance bonus | 5. Health, dental, & vision insurance | 6. Company paid life & disability insurance</s> | 1. Independent Entrepreneurial Company | 2. 30year track record. | 3. Global Leader in Forensic Accounting Research, Analytics and Advisory Services. | 4. Mission to uncover red flags based on poor quality of reported financial results, weak operational metrics or corporate governance problems. | 5. Open to considering candidates based in the U.S. Or U.K. | 6. Remote Role with workspace in Washington DC and London England.</s> | Health, & Term Insurance | Dental Benefit | 1. Independent Entrepreneurial Company with a 30Year Track Record | 2. Global Leader in Forensic Accounting Research, Analytics, and Advisory Services | 3. Mission to Uncover Red Flags Based on Poor Quality of Reported Financial Results, Weak Operational Metrics, or Corporate Governance Problems to Help Clients Make Sound Investment and Risk Management Decisions.</s> | CFRA values collaboration, innovation, and growth. They prioritize building strong relationships with their partners and clients to ensure seamless content distribution and compliance. CFRA also emphasizes the importance of worklife balance and offers a variety of benefits such as vacation days, sick days, paid volunteer days, and holidays.</s>
