Client Success Manager

Uncategorized

Skematic is a rapidly growing startup providing a comprehensive compliance workflow management solution in the RegTech space. Primarily serving hedge funds, private equity, and venture capital firms since 2021, Skematic is breaking barriers to offer solutions that drive efficiencies for compliance teams navigating the ever-changing complexities of regulation in capital markets. As an Account Manager, you will onboard clients and ensure the seamless delivery of Skematic’s services.

The Role

As an Account Manager at Skematic, you will be responsible for onboarding clients, building and maintaining key relationships, identifying new business opportunities, and maintaining extensive industry knowledge. Specifically, you will:

• Onboard newly signed clients.
• Serve as the primary client service provider for your assigned clients:
• Develop and maintain strong relationships with an assigned portfolio of clients.
• Apply proven client service techniques, methods, and tools, coordinating service across multiple accounts, developing task schedules, tracking client requests, and managing progress through to completion.
• Document and communicate client priorities and pain points to internal teams.
• Maintain records of client, prospect, and partner visits, appointments, contacts, and activities in CRM.
• Be responsible for client satisfaction and retention.
• Become a trusted advisor to clients:
• Build and maintain long-term relationships with clients and business partners, based on knowledge of client requirements and a commitment to value (value of counsel and expertise, solutions, and implementation expertise).
• Leverage extensive knowledge of the compliance space to provide guidance to clients on upcoming product releases, key industry topics, and best practices.
  
  

Our Ideal Candidate Is

• An experienced account manager with at least two years of experience in key account management within the financial services industry.
• Effective at driving successful business outcomes with clients and prospects.
• A highly skilled client manager, influencer, negotiator, and organizer.
• Self-directed and detail-oriented, able to work in a fast-paced environment with minimal administrative support.
• Highly collaborative, prioritizing teamwork and relationship-building across corporate functions.
• A naturally confident networker and relationship builder, able to foster strategic relationships both internally and externally, with the ability to lead engaging presentations.
• Experienced in identifying new business opportunities and increasing revenues from existing clients.
• Intellectually curious, with a passion for learning and a commitment to continuous growth.
• Looking to join a growing company with a vibrant, entrepreneurial culture, dedicated to being the top provider in the RegTech space.
  
  

What Skematic / FRT Offers

• Competitive salary and bonus.
• Health, dental, and vision insurance.
• 401k (with company match).
• Income protection plans (life, accidental death and dismemberment, short- and long-term disability), plus access to a suite of voluntary benefits.
• Commuter benefits.
• Employee Assistance Program.
• Fun, smart, diverse colleagues.
  
  

AGENCIES: WE ARE NOT WORKING WITH AGENCIES ON THIS REQUISITION.

Equal Opportunity Employment

FRT provides equal employment opportunities by recruiting, hiring, training, and promoting applicants and employees without regard to race, color, religion, creed, national origin, citizenship status, sex, age, ancestry, sexual orientation, genetics, pregnancy, marital or partnership status, gender identity/expression, disability, status as a victim of domestic violence or other similar offenses, consumer credit history, unemployment, military obligations, veteran status, or any other category protected by law.

FRT is committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation due to a disability for any part of the application or employment process, please let us know the nature of your request and your contact information.

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