19 часов назад
Customer Success Associate (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Customer Success Associate (FX and Cash Management): Supporting client interactions, onboarding, platform demonstrations, and product training for an automated FX and cash management platform with an accent on customer documentation, CRM accuracy, and process improvement. Focus on building scalable customer procedures, coordinating renewals, and developing expertise in FX trade workflows to improve service delivery.
Location: London, United Kingdom (hybrid), with flexible working arrangements including remote working.
Company
provides automated FX and cash management solutions for fund managers, institutions, and global corporates.
What you will do
- Support the Customer Success team in client interactions and maintain accurate records in the CRM.
- Create, distribute, and record customer-facing materials.
- Arrange client meetings and platform demonstrations.
- Review client information and coordinate updates and renewals.
- Assist with customer onboarding, product training, and ongoing support.
- Build process guides and identify ways to improve scalability and the customer experience.
Requirements
- Excellent verbal and written English.
- Strong organisation and time-management skills.
- Proactive communication with colleagues and customers.
- Ability to work autonomously, take initiative, and adapt to changing business needs.
- Attention to detail, integrity, confidentiality, and a commitment to professional development.
Culture & Benefits
- Professional development, staff training, and involvement in key projects.
- 25 days of paid annual leave plus one additional day per year of service.
- Flexible working arrangements, including remote working.
- Medical and dental insurance.
- EV and cycle-to-work schemes.
- Enhanced maternity and paternity leave, plus one charity-work day per quarter.
Hiring process
- Submit a CV for review.
- Discuss the next steps with a member of the team.
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