Client Success Manager

March 12

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Logo of 73 Strings

73 Strings

73 Strings is a global FinTech firm shaping the future of how illiquid assets are analyzed, valued, and monitored utilizing augmented intelligence solutions for valuation and analytics. The company offers a comprehensive platform that integrates data extraction, portfolio monitoring, and valuations, empowering alternative asset managers with real-time insights and AI-driven analytics. Their technology aims to transform data complexity into strategic advantages, providing clients in private equity, venture capital, private credit, and infrastructure with the tools needed for accurate and efficient valuation processes.

Venture Capital • Private Equity • SAAS • Artificial Intelligence • Banks

📋 Description

• Act as the overall relationship owner for each client. • Drive product adoption and ensure clients are leveraging our software to its full potential. • Advocate for clients’ needs and requirements. • Deliver high-quality, client-facing materials that facilitate understanding of complex project requirements. • Develop, refine, and train the team on best practices, helping create and maintain essential onboarding artifacts to drive successful client outcomes. • Conduct Quarterly Business Reviews (QBRs) to assess client satisfaction and identify areas for improvement. • Map the client journey to understand and enhance the client experience. • Monitor customerclient health and engagement levels to proactively address potential issues. • Identify upsell and cross-sell opportunities to contribute to revenue growth. • Collaborate with sales and marketing teams to align strategies with client insights. • Provide feedback to the product team based on client input and usage patterns. • Develop success plans for clients to achieve their goals with our platform.

🎯 Requirements

• Graduate or post-graduate qualification with a minimum of 2 years of client-facing experience in a professional services environment within financial services, private equity, investment banking, fintech, or similar sectors. • Expertise in project management methodologies, with a proven track record of independently managing complex client projects is a plus. • Strong critical thinking and time management skills. • Understanding of various Private Equity and Private Credit valuation methodologies and approaches is a plus. • Self-starter with a strong desire to learn, grow, and consistently exceed objectives. • Excellent analytical skills and the ability to create and deliver presentations tailored to the audience’s needs. • Knowledge of MS Office with exceptional MS Excel skills. • Strong written, verbal, and collaboration skills.

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