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