Director, Asset Manager Customer Success, TIFIN AMP

WHAT YOU'LL BE DOING:

A division of TIFIN, TIFIN AMP provides Asset Management firms with unique insights to turbocharge their distribution of fund products through the US Intermediary/advisor-sold channel. It is the first end-to-end digital distribution solution in the industry. Our centralized data platform leverages the combined data from all of our services, which is then enriched with partner and third-party data. We provide insights to asset managers about their target audience and how to best reach that audience. 

The Director, Customer Success is a key role within TIFIN's Asset Management Customer Success team. This team is responsible for being the main point of contact with leading Asset Management firms to use the TIFIN ecosystem to enhance their sales, marketing, and data needs to drive more efficient fund distribution. This role's main responsibilities include being the day-to-day liaison with our key client stakeholders to ensure a successful relationship, support our customers in realizing the value from their partnership, and find ways to grow and expand the partnership by coordinating various campaigns and deliverables to help promote awareness and consideration as well as engagement of our customer's investment solutions with key advisors and individual investor audiences.

The role will work hand-in-hand with our Engineering, Data Science, and Sales teams on a regular basis. In partnership with Sales, this role will ensure a seamless transfer of trust from the moment a contract is signed until the partner is onboarded. In addition, Customer Success is responsible for working with marketing to deliver ongoing qualitative and quantitative value/ROI for our clients to help support expansion and renewal efforts.

THE ROLE:

• Manage the day-to-day account activities and be the primary point of contact for the partnership
• Steer and help guide the client’s priorities and strategy to help ensure their long-term success
• Discover or create new opportunities to deepen the partnership
• Coordinate and align multiple stakeholders within the client’s organization and TIFIN to execute a consistent cadence and rhythm with the account
• Oversee ongoing touch points, including any analytic and reporting needs to showcase performance
• Ensure renewal rates and reduce churn in our accounts
• Expand our revenue in accounts through identifying and closing cross-sell and up-sell opportunities
• Create future lifetime value through higher product adoption, customer satisfaction, and overall health scores

WHO YOU ARE:

• 5+ years of overall Professional Services, Customer Success, or similar relevant experience.
• Preferably 3+ years in financial services or financial technology
• Deep understanding of asset and/or wealth management is a major plus
• Excellent project management skills
• Track record of generating long-term commercial results in enterprise accounts
• Demonstrated ability to learn complex new technologies
• Comfort working in a fast-paced environment
• Demonstrated ability to communicate effectively with different levels of management and tailor messages appropriately
• Excellent proficiency with Microsoft PowerPoint, Microsoft Excel, Google Slides, Google Sheets

COMPENSATION AND BENEFITS PACKAGE:

The expected starting salary range for this position is between $100,000 - 130,000. Applicable salary ranges may differ across markets. Actual pay will be determined based on experience and other job-related factors permitted by law.