Client Success Associate, Boosted.ai
AI-driven investment software
Open for applications
AI-driven investment software
21-100 employees
Open for applications
21-100 employees
Company mission
Boosted.ai's mission is to augment portfolio construction for investors through AI-driven quant tools without requiring any coding or data science background.
Role
Who you are
- Bachelor's degree in Finance, Economics, Business, Computer Science, or a related field
- 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
- Strong understanding of financial markets, investment strategies, and portfolio management
- Familiarity with AI/machine learning technologies and their applications in finance
- 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
- 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
- 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 to learn and adapt in an extremely fast-paced, dynamic environment
- Proven ability to find, recommend, and implement needle-moving changes
- Demonstrated ability to take initiative and contribute innovative ideas
- Commitment to excellence and a high level of integrity
- Willingness to travel as needed
What the job involves
- 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
- 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
Our take
Gaining insights from the analysis of large quantities of financial data is essential for investment managers to create value within their equity portfolios, but there is only so much data that teams of humans can analyse. Robo-advisor investment tools leverage AI to boost scope and advise smart investment moves, but current solutions generally exist for individual investors as opposed to retail investment managers.
Boosted.ai provides an AI-driven investment platform for retail investment managers, leveraging machine learning algorithms to learn an investor's expertise, model it, and provide investment decisions to enhance portfolio outcomes. Portfolios are ranked based on the user's goals, Sharpe ratios, and risk assessment , and are analysed through the human-interrupted AI system without requiring any coding, data science, engineering, or specialised hardware.
Whilst the concept of AI-assistance in investment is nothing new, Boosted.ai has taken a unique stance by encouraging the human-interrupted use of its tools specifically by retail investment managers. Furthermore, the company is aiming to increase the availability and accessibility of such software by taking a no-code and data-free approach.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 5 rounds)
Nov 2024
$15m
LATE VC
Aug 2024
$10m
GROWTH EQUITY VC
Total funding: $69.4m
Company benefits
- Comprehensive health benefits
- Flexible hours and time off
- Have fun & learn together
- Work from anywhere
- Opportunity to lead, learn & grow
Company HQ
St. Lawrence, Toronto, ON
Articles
Leadership
Joshua Pantony
(CEO)Experience as CTO and Co-founder of Maluuba. Senior Machine Learning / Software Engineer for Bloomberg LP from 2013 to 2017.
Jon Dorando
(CTO)R&D Manager & Applied ML Scientist for Bloomberg from 2010 to 2017.
Salary benchmarks
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