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:
- Advocate for clients during implementations, driving platform adoption and ongoing usage to ensure they derive value and satisfaction from the system.
- Build and maintain strong client relationships, serving as a trusted advisor and primary point of contact.
- Monitor and utilizeclient health metrics, taking proactive steps to prevent churn and ensure client satisfaction with InvestorFlow’s products and services.
- Address client concerns, troubleshoot issues, and provide timely solutions or escalate when necessary.
- Lead training sessions and webinars tailored to each client’s unique needs, helping them quickly realize the platform's value while promoting full adoption through education on new features, updates, and best practices.
- Identify opportunities for upselling, renewals, and increasing client lifetime value.
- Provide regular status updates, usage reports, and feedback to clients and internal teams.
- Collaborate with sales, support, and product teams to ensure client needs are met and feedback is shared for continuous improvement.
- Advocate for clients internally, representing their voice in product development, support, and strategic discussions.
You Have:
- 3+ years of experience in client success, account management, or client support roles.
- Strong communication, presentation, and relationship-building skills with a client-first approach.
- An analytical mindset to assess client needs, provide strategic recommendations, and deliver effective solutions.
- Resourceful, proactive self-starter with excellent organizational skills and attention to detail.
- Proven ability to manage multiple client accounts and priorities simultaneously.
- Strong interpersonal and negotiation skills with the ability to drive results for clients and internal stakeholders.
- Salesforce Admin certification or equivalent experience with the ability to gain certification within 6 months.
- Bonus:Experience in the commercial real estate industry or private markets with knowledge of relevant products, workflows, and technologies.
- Bonus: Experience working in SaaS or a tech company.
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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What We Do
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.
