Client Success Manager
InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.
The
Client Success Manager will serve as the primary point of contact for key clients, ensuring they are achieving their desired outcomes with our solutions. This role focuses on proactive client engagement, fostering strong relationships, offering strategic advice, and resolving any challenges to enhance client satisfaction and loyalty. The CSM will collaborate closely with internal teams, including sales, marketing, product, support, and other key stakeholders, to ensure clients receive seamless support, are carefully monitored, and ultimately retained.You Will:
You Have:
This salary is based on the national average and may vary based on factors such as experience and location.
Additional Information
InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to 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. Headquartered in Menlo Park, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com.
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