Customer Success Manager

Company Overview

eflow Global is a leading provider of Regtech cloud solutions to Investment firms. Built on 20 years of continuous innovation, our unique SAAS platform provides clients with the reporting tools they need to ensure regulatory compliance.

Following a successful funding round, we are expanding globally with the vision to become the #1 partner for investment and trading compliance across the UK, EMEA and North America. As part of our expansion plans, we are actively recruiting talented individuals who want to progress and develop their career in a fast-paced tech company.

Role Description

As a Customer Success Manager, you will be responsible for managing and nurturing relationships with our clients. Your primary focus will be to ensure the satisfaction and success of these clients. The role involves a combination of proactive client engagement and strategic relationship management.

It is NOT essential to have prior experience in Regtech or FinTech. Attitude, team ethic, and transferable skills are most important to us. We are specifically looking for individuals who want a career and not just a job.

Key Responsibilities

1) Client Relationship Management:

• Build strong, long-lasting relationships with clients.
• Understand clients' business needs and align our solutions to meet those needs.
• Serve as the main point of contact for client inquiries, concerns, and escalations.

2) Customer Success:

• Ensure clients are deriving maximum value from our products and services.
• Monitor and analyse customer usage patterns and provide proactive recommendations for optimization and efficiency.
• Conduct regular check-ins to assess client satisfaction and address any issues.

3) Product Knowledge:

• Stay updated on our product offerings and industry trends.
• Train clients on new features and functionalities to optimise their usage.

4) Performance Metrics:

• Maintain high customer satisfaction scores and retention rates.

5) Communication:

• Provide regular updates to clients on new features, upgrades, and relevant industry information.
• Collaborate with internal teams to ensure client needs are communicated and addressed effectively.

Career Progression

Successful performance in the Customer Success Manager role will open opportunities for career progression, including the chance to take on more challenging roles such as managing bigger enterprise accounts and being the first escalation point to other CSMs in the Team.

Qualifications and Skills

• Proven experience in customer success or client relationship management.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Proactive and self-motivated, demonstrating a high level of initiative.
• Familiarity with CRM software and other relevant tools.
• Bachelor’s degree preferable but not essential depending on experience.