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Customer Success Manager

Company: TIFIN Wealth
Location: Boulder
Posted on: September 20, 2022

Job Description:

WHO WE ARE:TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, Motiv Partners, and a who's who of the financial service industry. We are creating engaging wealth experiences to better financial lives through AI and investment intelligence-powered personalization. We are working to change the world of wealth in ways that personalization has changed the world of movies, music, and more but with the added responsibility of delivering better wealth outcomes.
We use design and behavioral thinking to enable engaging experiences through software and application programming interfaces (APIs). We use investment science and intelligence to build algorithmic engines inside the software and APIs to enable better investor outcomes.
In a world where every individual is unique, we match them to financial advice and investments with a recognition of their distinct needs and goals across our investment marketplace and our advice and planning divisions.
OUR VALUES:

  • Shared Understanding through Listening and Speaking the Truth. We communicate with radical candor, precision, and compassion to create a shared understanding. We challenge, but once a decision is made, commit fully. We listen attentively and speak candidly.
  • I Win for Teamwin. We believe in staying within our genius zones to succeed. We inspire each other with our energy and attitude. When we tap into our unique potential, we can come together to win together. We fly in formation, we cover each other's backs.
  • Make Magic for our Users. We center around the voice of the customer. With deep empathy for our clients, we create technology that transforms investor experiences.
  • Grow at the Edge. We are driven by personal growth. We get out of our comfort zone and keep egos aside to find our genius zones. We strive to be the best we can possibly be. No excuses.
  • Innovate with Creative Solutions. We believe that disruptive innovation begins with curiosity and creativity. We challenge the status quo and problem-solve to find new answers.
    WHAT YOU'LL BE DOING:TIFIN Wealth is an AI-powered marketing and personalization platform for financial services. As a Customer Success Manager, your job will be to drive advisor usage of the platform and obtain upsells or referrals by ensuring client satisfaction. You will be doing this through a "hands-on" approach, interacting with new advisors.
    THE ROLE:
    • Proactively create & drive a repeatable, automated, and sustainable client success process
    • Write, customize, and post personalized content on behalf of clients
    • Provide product information and technical resources to clients
    • Research customer inquiries and respond in a timely manner
    • Handle all phone calls/demos in a positive, courteous, and helpful manner
    • Identify client concerns, research their issues, and provide answers that meet their needs
    • Develop workable solutions that satisfy our clients, investors, and our company
    • Achieve company performance goals
    • Work efficiently and effectively with team members
      WHO YOU ARE:
      • 1+ years of Client Success, Account Management, or Sales experience, ideally in a Marketing Agency
      • Bachelor's Degree in Marketing, Communications, Media, or related field
      • A positive attitude, with an eagerness to solve problems
      • Creative, opportunistic, and a problem solver
      • Strong communication skills, both oral and written
      • A strong work ethic, high integrity, and well-organized mindset
      • The ability to follow instructions but work with minimal direct supervision
      • Ability to thrive in a highly demanding, entrepreneurial & fast-paced environment
      • A top performer, with a proactive approach who has a "doer" & problem-solver mentality
      • A local presence in the Denver or Boulder, CO areas
        COMPENSATION AND BENEFITS PACKAGE:For Colorado Applicants: The expected starting salary range for this position in Colorado is between $60,000 - $70,000. Applicable salary ranges may differ across markets. Actual pay will be determined based on experience and other job-related factors permitted by law. The position is also eligible for incentive compensation as well as client acquisition bonus programs.
        TIFIN offers a competitive benefits package that includes:
        • Performance-linked variable compensation, including equity
        • Medical, dental, vision, life, and disability insurance
        • 401(k) Retirement Plan
        • Flexible Spending & Health Savings Account
        • Open PTO policy and Company-paid holidays
        • Remote work flexibility
        • Corporate Social Responsibility opportunities
        • Fully stocked office kitchens
        • Other company-sponsored events like Qi Gong, Lunch & Learns, Annual Ski Days, Dinners, Happy Hours, and more!
          A note on location. While we have team centers in New York City, San Francisco, Charlotte, and Mumbai, TIFIN is headquartered in Boulder, CO and our preference is to build the team here whenever possible, so relocation packages are available for any candidate willing to relocate to the Boulder area.
          TIFIN is proud to be an equal-opportunity workplace and values the multitude of talents and perspectives that a diverse workforce brings. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status.

Keywords: TIFIN Wealth, Boulder , Customer Success Manager, Executive , Boulder, Colorado

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