Customer Success & Sales Operations Specialist

Role Overview

Join our growing team as a Client Success & Sales Operations Specialist, combining sales operations support with end-to-end client onboarding and relationship management.

What You Will Do

Work closely with sales managers, supporting client engagements from initial discussions through contract execution, proof of concept, implementation, and successful launch.

Why It Might Be a Fit

The ideal candidate brings a strong understanding of the financial services or fund administration industry, excellent communication skills, and the ability to independently manage client interactions and coordinate with internal teams.

Requirements

• Prior experience in customer success, client servicing, relationship management, implementation, or a similar client-facing role within financial services.
• Strong understanding of fund administration workflows, client requirements, and the broader financial services ecosystem.
• Excellent verbal and written communication skills, with the confidence to interact directly with senior client stakeholders.
• Ability to understand product functionality, explain solutions clearly, and independently address client questions.
• Strong organizational skills, attention to detail, and the ability to manage multiple client engagements simultaneously.
• Ability to coordinate effectively across sales, product, technology, and operations teams.
• Proactive problem-solving mindset with a strong sense of ownership and accountability.