Customer Success Manager

2 weeks ago

Toronto, Canada Boosted.ai Full time

Boosted.ai is an artificial intelligence company that enhances portfolio management outcomes for the global financial industry. Our software, _Boosted Insights_, uses machine learning to empower fund managers to augment their investment process to source new ideas, manage risk and create alpha. Users of our software create predictive models for various use-cases based on their financial domain expertise, using any combination of factors such as fundamental, macro or custom data. We are headquartered in Toronto with an office in New York City.

**Position Description**

Boosted.ai is looking for a highly motivated, **Customer Success Manager**. Working with senior members of Boosted's management and product teams, you will be involved in setting up new accounts and onboarding new customers. You will build strong relationships with our clients through your deep understanding of our software platform in tandem with an understanding of the client's needs to ensure they extract full utility. The goal is to empower our clients to incorporate our machine learning platform within their investment process.

You will track client engagement and success metrics to ensure high satisfaction of the product after purchase. Demonstrate project management skills by understanding any issues, providing solutions and assigning specific tasks to individual teams or members with clear objectives. The role will involve conducting regular client calls, creating presentations, creating machine learning models (no coding knowledge required) and working with other team members to improve our processes.

You will need to be proactive and willing to improve on processes to help build and maintain a positive image to the client and in the industry.

If you are a highly motivated, entrepreneurial self-starter with a natural curiosity
- we'd love to chat

**Key Responsibilities**
- Strong customer-facing and presentation skills with the ability to establish credibility with senior financial executives.
- Conduct regular client calls
- Demonstrate project management skills

**Required Skills and Qualifications**
- An undergraduate degree in finance or business or work experience in finance.
- Experience with CRM systems.
- 2+ years of B2B SaaS customer success, account management or consulting experience
- Strong customer-facing and presentation skills with the ability to establish credibility with

**Favorable Experience**
- Prior fintech or investment management experience is a plus
- Experience and/or interest in AI/machine learning and financial modeling

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