Enterprise Client Success Representative
| Company | Broadridge |
|---|---|
| Location | Toronto, ON, Canada |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- Bachelor’s degree or equivalent experience preferred
- 4+ years of demonstrated Customer Success or Account Management experience in a high-growth SaaS environment, preferably with large Enterprise customers
- Direct experience working in Financial Services, Fintech, or Marketing
- Strong business acumen and a proven track record for providing strategic advice to customers and building sustainable customer relationships
- Exceptional communication and interpersonal skills
- Highly organized with excellent oral and written communication skills
- High level of enthusiasm, initiative, commitment, and professionalism
- Ability to engage with all levels in an organization
- Strong client interfacing and client relationship building
- Strong to Advanced Microsoft Excel and PowerPoint skills
- Ability to manage time effectively, multitask and prioritize
- Strong problem-solving and analytical skills
- Must have reliable internet connection and ability to work well independently
Responsibilities
- Serve as the primary point of contact and trusted partner for Broadridge Advisor Solutions Enterprise clients at the home office level
- Triage client escalations and issues with speed and urgency, in accordance with SLAs, orchestrating resources across the company as appropriate
- Become a Subject Matter Expert of our Platforms, Products and Services, and be able to articulate the value to our clients
- Manage client engagements in order to provide an exceptional experience and program
- Develop and nurture exceptional relationships with clients
- Proactively identify unmet client needs and solution to address with quality
- Collaborate with clients to achieve specific data and analytic business objectives
- Monitor product solution usage in a customer environment
- Drive customer outcomes, adoption, and continue to the overall client experience
- Gather feedback from clients for continual process, service, and product improvements
- Promote training and education to ensure successful customer onboarding and readiness
- Manage and optimize new client onboarding and ongoing program management
Preferred Qualifications
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No preferred qualifications provided.