Client Engagement and Success Specialist

1 day ago

Ahmedabad, India Applied Software - WealthSpectrum Full time

Applied Software is a leading fintech product company in the investment and wealth management space. Our flagship suite, WealthSpectrum, powers 250+ investment managers worldwide, overseeing assets of over US$300 billion. Trusted by top financial institutions, we deliver scalable, innovative solutions that drive efficiency and performance.


We are now looking for a Client Engagement and Success Specialist to strengthen client relationships, ensure seamless onboarding, and support the leadership team in delivering a professional and warm experience to our clients and prospects.


This role is at the intersection of client success, engagement, and business administration. You will be the first point of contact for client visits and onboarding, helping us deliver a premium, people-first experience.


Key Responsibilities:


Client Engagement & Success

  • Act as a client-facing touchpoint for prospects and new clients – guiding them through onboarding and ensuring a seamless experience.
  • Coordinate and host client visits: meet & greet, arrange logistics, schedule meetings with internal teams, and ensure professional execution.
  • Support leadership in client presentations, reviews, and industry events where culture, governance, or brand representation is key.
  • Maintain ongoing client engagement by ensuring timely follow-ups, sharing updates, and representing WealthSpectrum’s values.



Administration & Coordination

  • Plan and organize internal and external events, including client workshops, office visits, and leadership interactions.
  • Oversee logistics and office administration related to client-facing activities.
  • Coordinate with internal teams (product, engineering, client support) to align schedules, presentations, and deliverables.
  • Prepare client-related documentation, decks, and visit summaries for leadership.


Essential Skills

  • Strong interpersonal, communication, and presentation skills with a client-first mindset.
  • Ability to manage logistics, schedules, and client-facing events with professionalism.
  • Prior experience in client success, account coordination, or executive assistance roles is a plus.
  • Excellent organizational skills with high attention to detail.
  • Proactive, people-oriented personality with confidence in representing the company to senior executives.
  • Comfortable with tools such as MS Office/Google Workspace for scheduling, presentations, and documentation.

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