Top Customer Success & Experience Jobs

Lead Implementation Associate manages onboarding of new clients to a SaaS platform, leads implementation workstreams, provides training, troubleshoots issues, communicates status and risks, documents processes, and drives continuous improvement while collaborating with clients and internal stakeholders.

Lead onboarding and implementation workstreams for clients on Clearwater's SaaS platform. Assess requirements, customize solutions for accounting, risk, and reporting needs, provide client training, resolve implementation issues, manage stakeholder relationships, document processes, and drive continuous improvements.

Lead client onboarding and implementation of the Enfusion platform, specializing in portfolio management (PMS), order and execution management (OEMS), and compliance. Provide domain expertise, drive product/process improvements, train peers, create SOPs, and support clients through go-live while collaborating with product, development, and cross-functional teams.

Serve as main client contact for Clearwater platform users, ensuring SLA-driven daily reporting, incident resolution, client training, engagement meetings, and mentorship of analysts to optimize investment accounting operations and drive client satisfaction and growth.

Lead and manage a client servicing team to ensure high-quality client delivery, coach and develop staff, own performance reviews, design and track success metrics (NPS, CSAT, SLA, retention), handle escalations, support client relationship reviews, optimize processes with cross-functional teams, and onboard new clients. Use tooling such as Salesforce, Workday, and Power BI to monitor team performance.

Provide operational support and client-facing account servicing for investment accounting queries. Validate investment data, complete account setup and reconciliation tasks, deliver accurate financial reporting, manage workflows to meet productivity and quality metrics, and collaborate on team and cross-functional projects to improve client experience.

Provide operational support and respond to client inquiries on investment accounting and financial reporting. Complete account setup, reconciliations, compliance tasks, and validate investment data using internal tools and market data. Build client relationships, prioritize work by metrics, and collaborate on team and cross-functional projects to improve client experience.

The Service Delivery Manager oversees client relationships, ensures quality reporting, resolves service incidents, and provides client training to optimize investment operations.

The Lead Client Servicing Associate manages client inquiries on investment accounting, ensures timely financial reporting, and builds client relationships while mentoring junior staff. They utilize internal tools for problem-solving and handle complex queries.

Manage client engagement, reporting, and operational performance for financial services. Develop strong client relationships and ensure quality service delivery, mentoring analysts and coordinating inquiries.