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Customer Success Specialist (US Eastern Time Zone)

MDOTM
Remote, USA
Full-time
Entry
Remote
Discovered 1 months ago
Microsoft Office

Full Job Posting

Key Responsibilities

  • Own end-to-end client relationships , acting as the primary point of contact and trusted partner throughout onboarding and ongoing engagement
  • Lead and continuously improve onboarding and training processes , ensuring clients fully adopt and effectively use MDOTM’s solutions
  • Monitor client engagement, usage, and performance, proactively identifying risks and opportunities to enhance the client experience
  • Drive client success by defining clear success metrics , tracking progress, and ensuring clients achieve their desired outcomes
  • Deliver high-quality, tailored presentations and insights , supporting both existing client relationships and commercial opportunities
  • Act as the voice of the client internally , translating feedback into actionable improvements and collaborating with Product to refine solutions and processes
  • Identify and support opportunities for account growth, retention, and increased product adoption
  • Take ownership of initiatives to improve client experience, processes, and product evolution , contributing proactively to company objectives
  • ‍

Requirements

  • Bachelor’s or Master’s degree in Economics, Business Administration, Management, or related fields
  • Proven ability to manage client relationships in a B2B or institutional environment (fintech/financial services/investment management space is a strong plus)
  • Strong communication skills, with the ability to translate complex or technical concepts into clear, actionable insights
  • Ability to connect client needs with product solutions, translating requirements into concrete developments
  • Interest in financial markets and quantitative solutions is a plus
  • Strong time management skills and a highly analytical mindset
  • Proficiency with Microsoft Office applications
  • Proactive, ownership-driven mindset with the ability to operate autonomously and contribute to continuous improvement
  • ‍

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