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The Team:
The Client Success Team provides frontline support to Enfusion clients while overseeing platform experience, client health, and aiding in strategic vision. The team is spread amongst three verticals - Senior Account Manager, Account Manager, and Client Success Representative.
The Role:
The Client Success Representative (CSR) will act as the first level of support for clients and their daily use of the Enfusion platform. As the initial contact, the Client Success Representative will answer queries related, but not limited, to General Ledger Accounting, P&L, Corporate Actions, and Trade Booking/Creations, Trading workflows, and allocations while guiding clients on PMS and OEMS standards and customizations. If the query can not be resolved by the CSR, they will escalate to internal teams.
What You'll Do:
What You'll Need:
#LI-ST1
The salary for this position is $65,000 - $70,000 bonus benefits.
Full Time
$59k-78k (estimate)
02/02/2024
05/26/2024
enfusn.com
Wheaton, IL
<25
The job skills required for Client Success Representative include Futures, Collaboration, Verbal Communication, Client Relationship, Client Service, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Success Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Success Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Success Representative positions, which can be used as a reference in future career path planning. As a Client Success Representative, it can be promoted into senior positions as an Account Executive - Advertising that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Success Representative. You can explore the career advancement for a Client Success Representative below and select your interested title to get hiring information.
If you are interested in becoming a Client Success Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Success Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Success Representative job description and responsibilities
Client Success Representative look out for their customer’s business and work with them to find solutions to pain points.
03/30/2022: Cedar Falls, IA
Are responsible for creating loyal customers who come back again and again.
03/02/2022: Casper, WY
Establish clear client retention goals.
02/13/2022: Tampa, FL
Process milestones for the clients and employees to work toward.
03/25/2022: Tacoma, WA
Assist customers with setting up and navigating programs or software .
02/17/2022: Rock Hill, SC
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Success Representative jobs
Promote the value of the product.
03/19/2022: Sumter, SC
Upsell services and products with the brand image.
05/01/2022: La Crosse, WI
Listen carefully to stay one step ahead.
03/08/2022: Saint Paul, MN
Promote value through customer experience.
03/13/2022: Galveston, TX
Review customer complaints and concerns and seek to improve the customer experience.
03/02/2022: Sumter, SC
Step 3: View the best colleges and universities for Client Success Representative.