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About the Role
This role will be responsible for the onboarding, customer success, and solution best practices for Gen II’s reporting portal platform, Sensr Portal. As a member of Sensr’s Customer Success Team, you will be an integral part of client implementation, working closely with our clients and Gen II’s Client Service Teams. As an expert on the application, you will build strong relationships with our clients, ensure they are comfortable on the platform, and gather feedback for future enhancements.
Responsibilities
- Own overall relationship with assigned clients, including managing their onboarding, implementation, training, increasing adoption and value add, ensuring retention, and high levels of customer satisfaction.
- Train internal teams on new product features and act as a Sensr Portal advocate.
- Establish a trusted and strategic advisor relationship to help drive continued value of our products and services.
- Maintain and develop customer success strategies and best practices, as well as customer support content, while working with other internal teams.
- Communicate effectively with both internal and external senior-level management to understand customer needs, maximize retention and growth, and communicate learnings.
- Maintain existing customer success metrics and data as directed.
Requirements
- Bachelor’s degree minimum.
- 3+ years’ experience in the fintech software industry.
- Experience working on a SaaS solution, specifically private equity reporting portals.
- Private Equity knowledge required.
- Experience with implementing large data sets on Saas solutions, familiarity with extracting data.
- Familiarity with Private Equity metrics and other Fintech solutions.
- Ability to spot inefficiencies in process and identify problems while proposing solutions to increase team efficiency.
- Ability to identify product gaps, communicate client needs, and work with the product team, testing on an as needed basis.
- Technical knowledge and business acumen.
- Ability to learn on-the-job quickly and apply learning to recommend solutions to issues.
- Ability to quickly adapt to changes in processes and procedures in a rapidly changing environment.
- Strong attention to detail and accuracy.
- Strong project management skills.
- Superior problem solving, judgement and decision-making skills.
- Ability to think independently, prioritize, multi-task and meet deadlines.
- Extensive Microsoft Excel skills.
- Exposure to Claude AI project creations.
Skills
- Fintech software
- SaaS solution
- Private equity reporting portals
- Private Equity knowledge
- Implementing large data sets on Saas solutions
- Extracting data
- Private Equity metrics
- Fintech solutions
- Process improvement
- Problem identification
- Solution proposal
- Product gap identification
- Client needs communication
- Product team collaboration
- Technical knowledge
- Business acumen
- On-the-job learning
- Adaptability
- Attention to detail
- Accuracy
- Project management
- Problem solving
- Judgement
- Decision-making
- Independent thinking
- Prioritization
- Multi-tasking
- Meeting deadlines
- Microsoft Excel
- Claude AI
Location
- US
- Europe
Work Type
- Hybrid
Experience Level
- 3+ years’ experience in the fintech software industry
Education Level
- Bachelor’s degree minimum
Salary/Compensations
- $70,000 - $121,000
Benefits
- Discretionary bonus
- Comprehensive benefits package
- Training
- Meaningful benefits which focus on your physical, mental and financial well-being
About the Company
- Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of people, process, and technology.
- Gen II has more than $2 trillion in private fund capital assets under administration.
- Careers mean more at Gen II – more opportunity, more innovation, and more ideas!
- You’ll have the opportunity to grow in ways that are meaningful to you and work alongside some of the best people in their field.
- Be part of our community that recognizes achievements, promotes from within.
Equal Opportunity
- All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States.