Client Success Associate

2 months ago

Toronto, Canada Boosted.ai Full time

Boosted.ai is a fintech company headquartered in Toronto, Canada with offices in New York City and Nashville. We provide finance-specific AI tools that automate custom research workflows, analyzing data continuously from millions of sources, all tailored to the needs of our investment management clients. We are a well funded, post Series-B company - our lead investors are innovators and disruptors in financial and technology markets, including Spark Capital (Twitter, Slack, Affirm), Ten Coves Capital (Plaid, Sentieo, TouchBistro), Portage Ventures (Wealthsimple, Borrowell, Nesto), and RBC (Royal Bank of Canada).

**Position Description**

Boosted.ai is seeking a motivated **Client Success Associate** to join our dynamic team. In this role, you will serve as a vital point of contact for our clients, helping them navigate our software platform and ensuring they derive maximum value from our services. You will work collaboratively with various internal teams to support our clients' needs across all accounts.

We are seeking an ambitious professional who is eager to build a career at the intersection of finance and cutting-edge AI technology. This role offers the opportunity to develop your skills and expertise in customer success, with the potential to transition into an account management position. As you grow in this role, you will take on the responsibility of driving growth and retention for a portfolio of clients, playing a key part in their success and our company's continued innovation.

**What You'll Be Doing (Key Responsibilities)**
- Provide exceptional support to clients by answering queries and assisting with software navigation.
- Ability to create and optimize prompts and workflows using agentic AI to enhance client interactions and drive efficient solutions.
- Ownership of designated accounts and/or management of a shared account pool through queue or incident routing tools, ensuring timely resolution of client inquiries and effective resource allocation.
- Conduct regular follow-up calls with clients to ensure satisfaction and engagement with our products.
- Assist in creating presentations and materials to educate clients about our offerings and enhancements.
- Track client engagement metrics to identify opportunities for improvement and proactive outreach.
- Collaborate with internal teams to resolve issues and implement client feedback to improve processes.
- Maintain a comprehensive understanding of our products and services to assist customers effectively.
- Help optimize existing Client Success processes and support initiatives to enhance the customer experience.

**Who You Are (Skills and Attributes)**
- **Educational Background**
- Bachelor's degree in Finance, Economics, Business, Computer Science, or a related field
- **Professional Experience**
- At least one year of experience in financial services, consulting, or a similar role, within fintech or AI/machine learning environments
- Proven experience in client-facing roles involving finance or strategic consulting
- **Technical and Industry Knowledge**
- Strong understanding of financial markets, investment strategies, and portfolio management
- Proficient with tools such as Microsoft Office, Client Relationship and Workforce Enhancement tools such as Google Workspace, HubSpot, Jira, Slack, and Zoom
- Excels in leveraging large language models (LLMs) for novel use cases
- **Skills and Competencies**
- Excellent verbal and written communication and presentation skills
- Ability to convey complex technical concepts to both technical and non-technical audiences
- Strong analytical and problem-solving skills with a strategic mindset
- Self-motivated with excellent time management and organizational skills
- Ability to build and maintain strong relationships with clients and internal teams
- Proven track record of success in fast-paced, rapidly evolving technological environments, demonstrating adaptability and resilience
- **Personal Attributes**
- Demonstrated passion for problem-solving, with a proactive approach to identifying challenges and implementing effective solutions for clients
- Experience working with demanding clients in high-stress, time-sensitive environments, consistently delivering exceptional service and meeting critical deadlines
- Entrepreneurial spirit with a proactive approach to identifying opportunities and driving results
- Eager to learn and adapt in an extremely fast-paced, dynamic environment
- Proven ability to find, recommend, and implement needle-moving changes
- Demonstrated ability to take initiative and contribute innovative ideas
- Commitment to excellence and a high level of integrity
- Willingness to travel as needed

**Diverse Perspectives**:
We know that innovation thrives on product teams where diverse points of view come together to solve hard problems in ways that are just now possible. As such, we explicitly seek people that bring diverse life experiences, diverse educational backgrounds, diver

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