Client Experience Strategist

Location: On-site in New York City, United States. Candidates located in or open to relocating to New York City are encouraged to apply.

Salary: $100K–$130K annually, plus equity.

Company

Financial technology company building a platform that standardizes private-investment data, documents, and insights for investors, advisors, banks, families, and financial institutions.

What you will do

• Manage client relationships after onboarding through regular check-ins, needs assessment, and satisfaction tracking.
• Maintain detailed CRM records and monitor client accounts for data quality issues.
• Train end-user groups to improve product understanding and adoption.
• Track churn drivers, mitigate retention risks, and manage renewal discussions and contract updates.
• Identify expansion opportunities across new features and broader firm adoption.
• Communicate product updates, process client data updates, and support periodic evening and weekend work to meet client SLAs.

Requirements

• Bachelor’s degree in business, finance, or a related field.
• 3+ years of experience managing client relationships.
• Exceptional communication and interpersonal skills.
• Strong problem-solving abilities and attention to detail.
• Ability to work collaboratively in a fast-paced, dynamic environment.
• Ability to work on-site daily in the New York City office or relocate to the listed location.

Nice to have

• Experience in wealth management, family offices, fund management, accounting, or a related financial field.
• Familiarity with capital calls, IRRs, recallable distributions, or K-1s.
• Knowledge of SQL or willingness to learn it.
• Finance or accounting coursework.

Culture & Benefits

• High-impact role with significant responsibility from the beginning.
• Collaborative, in-person team environment with strong mutual support.
• Opportunity to help shape the Client Success approach as the company scales.
• Office lunch provided at the New York City office.
• Equity included in the compensation package.