Client Success Associate

Boosted.ai is building AI purpose-built for finance to help teams do more. Our mission is to optimize investing and boost productivity. We're already trusted by leading enterprises and developers with over $5T under management with Boosted.ai.

From the fastest growing hedge funds to global financial institutions, our tool lets our users stay ahead of the competition with AI that works for them. We believe that modern investment professionals will win the future of finance by using the best tools; a unique competitive edge powered by data, experimentation, and automation.

Boosted.ai is the platform they use to cut through data overload, outpace competitors, and reclaim their time. We're looking for sharp, low-ego people to help teams find their edge.

**Why is Boosted.ai the best place to work?**
- Customers love the product (adopted by many of the biggest financial institutions and rapidly expanding to more firms)
- We're growing a lot (5x in the last year)
- Well-resourced — 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 Do**
- 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.

**What You'll Bring**
- **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