DrawBridge is Hiring a Client Success Program Associate Near New York, NY
CLIENT SERVICE PROGRAM ASSOCIATE Department: Client Success Working in Client Success The Client Success team is a core group within Drawbridge. As an agile team, Client Success works to provide best in class consulting, service and support to our clients. As a member of Client Service, you will be responsible for development, oversight, and timely delivery of products subscribed to by our Clients. You will work to gain an understanding of the Drawbridge business process, as well as engagement deliverables and services. In this highly team collaborative role, you will gain valuable hands-on experience, working with many of the world’s most successful asset management firms and their third-party providers. This role will report to a Client Service Manager. This role is intended to provide the necessary building blocks and understanding of Drawbridge systems and processes to prepare for potential advancement and additional responsibilities. Our Values
Innovation: As the market leader, Drawbridge draws on its in-depth, collective expertise in its constant effort to innovate both our platform and our approach to service
Integrity: Our clients and partners lean on us because they know we are trustworthy and honor what we say
Collaboration: We are here to win, and we only win when we work together across team
Diversity: We are inclusive. We honor, respect, and appreciate each other’s differences and perspectives
In this role you will:
Be the primary point of contact for Drawbridge clients
Execute on success plans
Deliver all products defined by scope of work within the contractual parameters
Introduce new platform products to clients with clients on new platform products
Manage post deliverable CSAT
Review and present CRAs, VRAs and Policies
Participate and/or lead live trainings and table-top events as needed
Collaborate with Program Advisors, partner with Account Managers and other internal stakeholders to ensure positive client health
Oversee and maintain deliverable lifecycle across multiple Client relationships
Carry out information gathering and report generation for Risk Assessments, Policy Development, Training and Phishing, and other Drawbridge products
Assist Clients with technical information and general assistance with deliverables
Maintain positive Client relationships and high level of Client satisfaction
Act as an escalation point for service-related, Client support requests
Direct and escalate Client concerns or non-service related requests in a timely manner to the appropriate individual(s)
You Have
Bachelor’s Degree, preferably in General Business, Finance, or Accounting
2-5 Years of Experience, preferably in a customer facing and/or support role
Familiarity with Microsoft Office products (Outlook, Word, Excel, PowerPoint)
Experience with CRM software, including Salesforce Service Cloud
Experience with Ticketing and Tracking Systems (e.g., Jira, ConnectWise)
Solid team spirit, balanced by a healthy sense of autonomy and intuitiveness
Excellent written and verbal communication skills
Exceptional time management skills and attention to detail
Nice if you have
Knowledge of hedge fund, private equity, or venture capital operations/compliance
Base Salary Range
$60,000-$75,000
We Offer
Competitive compensation package
Employer Retirement/401(k) plan with company contribution
Medical, Dental, Vision Coverage, Disability, and Life Insurance
Health Savings Account (HSA) or Flexible Spending Account (FSA)
Generous Paid Time Off Policy
Healthy Work/Life Balance
Phone Reimbursement Perk
Exclusive Employee Discounts & Perks offered through ADP and insurance
About DrawbridgeDrawbridge is an award winning, premier provider of cybersecurity software and advisory solutions to the asset management industry. Its proprietary platform helps firms exceed and manage their governance, risk, and compliance (GRC) requirements while combatting sophisticated cyber threats and third-party risks. Drawbridge’s platform connects business, compliance, and IT to empower firms to centralize and manage their most robust security programs, improve their risk profile, and raise institutional capital. With a tested team focused on delivering value to 900 clients, Drawbridge offers unmatched customer service and flexibility to help businesses proactively manage vulnerabilities, plan for growth, and reduce complexity. At Drawbridge, we are committed to attracting and retaining the best individuals who enjoy working in a dynamic environment Our Hiring Process We want to hire the most qualified individuals. We’ve designed a multi-step selection process that may include interviews and assessments. We render decisions quickly and we’re eager to get to know you. Affirmative Action and Equal Opportunity Employer Drawbridge Partners, LLC is an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, non-disqualifying physical or mental disability, protected veteran status, or any other legally protected characteristic, in accordance with applicable law. All employment is decided on the basis of qualifications, merit, and business needs. Powered by JazzHR xsnYbnQFc0