Client Success and Client Engagement Manager

4 days ago

bangalore, India alphastream.ai Full time
Location: Bangalore
Experience- 5+ yrs
Position Overview:
We are looking for a dynamic and seasoned Client Success and Engagement Manager to become part of our team. This pivotal role involves championing the satisfaction and success of our clients during their experience with Alphastream.ai. Your primary responsibilities will include building strong relationships with clients, understanding their requirements, delivering outstanding support, and fostering engagement to optimize their use of our offerings.
Responsibilities:
• Serve as the primary point of contact
• Onboard new clients effectively, ensuring a smooth transition and implementation process.
• Build strong relationships with clients, understanding their business goals and challenges to offer tailored solutions.
• Proactively monitor client usage and engagement levels; identify opportunities for upselling or cross-selling.
• Collaborate with cross-functional teams including Sales, Product, and Support to resolve client issues promptly.
• Conduct regular check-ins and business reviews with clients to review performance and uncover areas for improvement.
• Stay informed about industry trends and best practices to provide strategic recommendations to clients.
• Gather client feedback and communicate it internally to inform product development and service enhancements.
Requirements:
• Bachelor’s degree in Business Administration, Marketing, Finance, or a related field.
• 5+ years of experience in client success, account management, or a similar role within the fintech industry.
• Preferred Domain experience: Private credit , debit capital markets , Financials data
• Knowledge on AI, automation, digital transformation is preferred.
• Proven track record of managing client relationships and achieving retention and growth targets. • Strong understanding of financial products/services and familiarity with fintech trends.
• Exceptional communication, presentation, and interpersonal skills.
• Ability to multitask and prioritize in a fast-paced environment.
• Experience with CRM software (e.g., Salesforce, HubSpot) and proficiency in Microsoft Office Suite.
• Certifications in client success or project management (e.g., CSPO, PMP) a plus.
Who We Are
Alphastream.ai envisions a dynamic future for the financial world, where innovation is propelled by state-of-the-art AI technology and enriched by a profound understanding of credit and fixed-income research. Our mission is to empower asset managers, research firms, hedge funds, banks, and investors with smarter, faster, and curated data. We provide accurate, timely information, analytics, and tools across simple to complex financial and non-financial data, enhancing decision-making. With a focus on bonds, loans,financials and sustainability, we offer near real-time data via APIs and PaaS (Platform as a Service) solutions that act as the bridge between our offerings and seamless workflow integration.
To learn more about us: we offer
"At Alphastream.ai we offer a dynamic and inclusive workplace where your skills are valued and your career can flourish. Enjoy competitive compensation, a comprehensive benefits package, and opportunities for professional growth. Immerse yourself in an innovative work environment, maintain a healthy work-life balance, and contribute to a diverse and inclusive culture. Join us to work with cutting-edge technology, and be part of a team that recognizes and rewards your achievements, all while fostering a fun and engaging workplace culture."
How to Apply:
Please send your resume and portfolio to
Disclaimer
Alphastream.ai is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of all communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents

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