Who are we looking for
We are seeking an experienced Customer Success Manager with a proven track record of managing customer success teams and optimising processes to enhance client satisfaction and loyalty. We have two major customer-facing teams. The activation team convinces interested users to join marketfeed, open broker accounts etc. The second team has dedicated Relationship managers, who help users manage their funds, understand their returns,etc. You will be working with these teams to deliver exception user experience, while meeting agreed business goals
- You're a great fit if you:
- Have 5+ years of experience in wealth or broking companies in customer success teams
- Demonstrate excellent wealth market knowledge to anticipate and meet client needs, bonus if you know options trading.
- Are a top-tier customer success agent with a deep understanding of client engagement strategies.
- Have the ability to design and implement improved processes that elevate team performance.
- Possess strong team-handling and leadership experience.
- Are adept at ensuring compliance with industry standards and internal policies.
- Thrive in a collaborative environment, working seamlessly with multiple teams.
- Bonus points if you:
- Have experience in fast-paced, early-stage startup environments.
- Have worked closely with leadership to drive business decisions.
- What's in it for you:
- Flexible leave policy and working hours to support work-life balance.
- Comprehensive health insurance with free health check-ups and consultations.
- Competitive salary, equity options, and opportunities for professional growth.
- Join a mission-driven team dedicated to delivering outstanding customer success.
- Interviewing with us - Hiring Process
Our Hiring Process Is Thorough, Ensuring That We Find The Right Fit For Both You And Us. Here's What You Can Expect
Short Virtual Chats: Before diving into in-depth interviews, you'll typically have one or two shorter conversations over the phone or via video. These will usually be with a recruiter and then with either the hiring manager or a peer on the team. These chats are designed to assess the critical skills required for the role and give you an initial feel for our team and culture.- Assessments: After clearing the initial chats, you may be asked to complete a written assignment that evaluates your problem-solving approach and process improvement strategies. This helps us understand your thought process and ability to develop effective solutions.
- Assignment Review: A discussion on the written assignment focused on process improvements and compliance knowledge.
- Problem Solving Round: After Problem-solving and customer success scenarios, diving deep into market knowledge, user-side testing, team building, and processes.
- In-Person Interview with Founders: A final round with our founders to ensure you're a cultural fit and aligned with our mission.
Our interview process is structured to be welcoming and insightful. We aim to give you as much insight into our company as we gain from learning about you. Typically, this involves 3-4 interviews, either virtual or in-person.
