Client Success Manager

About the company

Our client is a fast-growing technology company.

The role

Raydar is recruiting for this role on behalf of our client. Own a dedicated portfolio of client accounts from onboarding through completion of a multi-step engagement. The role blends frontline support with hands-on operational execution, and performance is judged on speed, accuracy and client confidence.

What you'll do

• Serve as the first point of contact for client questions arriving by ticket, email and phone.
• Own the client experience across the full engagement while meeting service-level targets and satisfaction scores.
• Complete specialized filings, agreements, account closures and fund distributions on behalf of clients.
• Onboard new clients onto the software platform and guide them through the end-to-end process.
• Build deep expertise in the subject area so you can assist clients at any stage.
• Pass along client feedback to help improve the product and service.
• Partner with fellow client success managers, engineering and go-to-market colleagues on client outcomes.
• Write educational articles for the customer help center.

Requirements

What we're looking for

• 2 to 4 years in a client-facing role such as operations, support, account management or customer success.
• Clear written and verbal communication, with confidence speaking with founders, lawyers, investors and tax professionals.
• Ability to quickly master intricate, software-supported processes.
• Natural curiosity and a habit of stepping back to ask the right questions.
• An empathetic approach to clients in high-stakes, emotional situations.
• Adaptability and resourcefulness, with sound judgment when situations are ambiguous.
• Strong organization to manage a large book of active clients without anything slipping.
• Ability to work on-site five days a week in New York City, or willingness to relocate.
• Proven success managing your own book of business at an individual level.

Bonus points

• Prior startup experience.
• Familiarity with help desk and ticketing tools.
• Project management background.
• Some background in compliance-oriented or finance-related workflows.
• Comfort with phone-first client interaction.

Benefits

Compensation and benefits

• Base salary: USD 90,000 to 135,000 per year
• Equity
• Medical, dental and vision coverage
• Unlimited paid time off and company holidays
• Career growth opportunities

Location and work model

• New York City, NY, United States
• On-site, 5 days per week in office
• Full-time