Client Success Manager

Description

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.

Key Responsibilities

• 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
  
  

Skills, Knowledge and Expertise

• 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.
  
  

Benefits

• Sick Days
• PTO
• Holiday Pay
• Health, Dental, & Vision Insurance
• Company paid Life & Disability Insurance
• Competitive Pay
• Performance Bonus
• Pension
  
  

About CFRA

CFRA is a leading independent investment insights and data analytics company. Through an unmatched multidisciplinary approach to investment research, including expert lenses on forensic accounting, fundamental, policy, legal, fund, and technical research, CFRA provides actionable analytics to make better investment and business decisions. CFRA is results-oriented, we place an unwavering priority on the quality of our research, from the productivity and performance of our analysts to the success of our client relationships. Over 2,000 clients rely on CFRA’s proprietary research conducted by experts who uniquely analyze industries, funds and companies of interest with our time-tested and rigorous research methodology.

On October 1, 2016, CFRA acquired S&P Global’s Equity and Fund Research business, a leading provider of independent research and commentary with offerings focused on stocks, ETFs and mutual funds as well as sectors and industries. The Equity and Fund Research business originated in the 1920’s and has amassed a worldwide base of investing clients.

With the addition of Washington Analysis in 2021, CFRA further strengthens its already robust research and data offerings. CFRA clients will now be able to leverage Washington Analysis’ unique and in-depth research specializing in identifying risks and opportunities across asset-classes emanating from U.S. courts, Congress, and regulators, at both the state and federal levels.

The combined firm is committed to being the world's leading independent investment research firm with ~90 global analysts, authoring in-depth qualitative research on 1,600+ companies. In addition, CFRA offers a comprehensive view on global sector themes, industries, and funds, through in-depth qualitative research on 11 Sectors, 73 Industries, 19,000+ ETFs, 15,000+ Mutual Funds, as well as quantitative company research on 20,000+ global companies.

Founded as the “Center for Financial Research and Analysis” in 1994, today our company is simply known as CFRA. However, our mission remains to be the “center” for our global clients by providing independent, differentiated, and actionable analysis to help you make better investment and business decisions.

Our clients are based in the US, Europe, Middle East, Asia, and Australia representing thousands of investment professionals and risk managers at leading hedge funds, mutual funds, pension managers, insurance companies, private equity, investment advisors, banks, regulators, corporations, and professional service organizations.