Senior Client Relationship Manager

5 days ago


Vancouver, British Columbia, Canada MyFO Full time

About MyFO

We are a wealth management platform tailored for family offices, streamlining wealth management through secure, centralized tools.

Our mission is to empower families to manage, grow, and safeguard their assets with ease and efficiency.

Job Overview

We're currently looking for a highly motivated Senior Client Relationship Manager as we grow our team responsible for onboarding and client success. The ideal candidate will have a consistent track record of success, an ability to develop relationships and help clients succeed, and strong financial acumen.

Duties and Responsibilities

  • Provide outstanding customer experience to a portfolio of MyFO clients
  • Proactively maintain high levels of customer engagement and satisfaction that translate to retention and growth
  • Collaborate with team members in client success, support and sales to ensure issues are resolved and client needs are met
  • Explore and share client feedback to drive the product roadmap
  • Become an expert on our product and common desired outcomes to support clients from onboarding, retention and growth
  • Implement onboarding plans that guide customers towards achieving their goals and realizing value

Requirements

  • 1-3 years in a client-facing role (ex: Client Success, Support, Account Management, Sales)
  • Proven success in a SaaS or software company - bonus points for experience with wealthtech/fintech applications
  • A problem-solving mindset with a passion for exceeding customer expectations
  • Strong financial acumen
  • Experience with Hubspot or similar CRM platforms

What You Need to Succeed

  • A self-starter with the ability to navigate and execute in ambiguous environments
  • Empathetic and able to build strong relationships with clients
  • Detail-oriented, especially when it comes to numbers
  • Eager to learn and develop within a client success career path

Position Details

Type: Full-time

Location: Vancouver, BC (HQ)

Estimated Salary: $55,000/year



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