Client Success Manager

As a Client Success Manager, you play a critical role in establishing and maintaining long-term relationships with a portfolio of clients, ensuring they fully utilise fundcraft’s platform to achieve their operational goals. Acting as the primary point of contact, you manage all client needs and inquiries, providing expert support and guidance. You also function as a project manager, coordinating client requests and directing them to the relevant expert departments, such as Transfer Agency, Fund Accounting, Compliance, and others, ensuring seamless and timely service delivery.

In addition to maintaining these relationships, you are responsible for onboarding new clients, guiding them through the migration process, conducting platform training, and ensuring a smooth transition. Your exceptional communication and project management skills, along with a strong understanding of financial services, allow you to anticipate client needs and deliver a consistently high level of service, ensuring long-term client satisfaction and success.

This position is based in Paris and reports directly to the Head of Client Success.

Key Responsibilities:

• Develop scalable and automated client communication strategies in collaboration with the Product Development department, focusing on high-impact areas.
• Oversee the Client Mailbox’s adherence to response timelines. Address escalated issues from Client Success Senior Associate and ensur