Description
Client Success Manager (Toronto)
Accelex is a cutting-edge financial technology company specializing in private markets. Our platform leverages the latest AI and machine learning technologies to provide valuable insights to alternative investors. We’re on a mission to revolutionise private markets and create a more sustainable and equitable future for all.
We are seeking a highly motivated and driven Client Success Manager to join our growing team in Toronto. The Client Success Manager will play a critical role in ensuring customer satisfaction and driving growth for our business. In this role, you will be responsible for building and maintaining strong relationships with existing and prospective clients, resolving any issues that arise, and delivering outstanding customer service.
Understanding and ability to communicate different use-cases for the product within different segments of the private markets industry, including the identification of new market expansion opportunities.
Ability to provide a detailed overview of client universe, including proactive management of potential client churn risk.
Identification of new market expansion opportunities and understanding of commercial elements that generate upsell for existing products.
5+ years of client-facing experience in the financial services industry , with expertise in alternative investments, including private equity, hedge funds, venture capital and private debt.
~ Bachelor’s degree in business, Finance, or a related field, with solid understanding of investment strategies, fund structures, and institutional client workflows.
~ Excellent stakeholder engagement at all levels , communication, presentation skills and relationship management skills.
~ Comfortable with SaaS tools and able to adapt to technical concepts.
~ Experience using CRM software is a plus.
Healthcare cover (including dental and optical)
Retirement plan
If you are passionate about Client Service, aspire to make a meaningful impact in the financial realm and and desire to join an expanding and dynamic team, we eagerly want to hear from you!
