Client Success Advocate
$55,000–$55,000 year
On-siteWoburn, Massachusetts, United States
Woburn, Massachusetts, United StatesOn-siteFull Time$55,000–$55,000 year
Full Time
Job Summary
Proactively identify process and functionality improvements as an end user advocate while troubleshooting issues and maintaining training documentation for investor and advisor platforms. Coordinate project scope, timelines, and resources for key implementations, lead QA efforts for new functionality, and support onboarding integrations with the technology team. Serve as a front-line ambassador representing the company and partners, ensuring integrations follow established processes while building relationships with team members and clients.
Required Qualifications
- Bachelor's Degree
- 1-2 years with IT, client service or operations experience at any technologically driven company
- Demonstrates a high regard for customer success and finds reward for helping clients meet their goals
- Detail-oriented and accountability driven with strong prioritization and project management skills
- Ability to handle multiple projects and tasks simultaneously while maintaining quality of work
- Highly adaptive and responsive to changing needs and deadlines
- Highly motivated self-driven mentality
- Problem-solver with strong follow through and sense of ownership
- Willing to learn digital platform and become subject matter expert in financial offering to clients
Desired Qualifications
- Financial services/IT background
- Experience at an investment, financial planning, wealth management, banking or insurance firm
- Technology skills: HMTL/JSON experience, API knowledge
- Experience with Financial Trading applications
- Experience with JIRA/JetBrains or similar project management tools
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