Client Success Manager, FundApps
$95-110k
+ Peer micro-bonuses
More information about location
3 days a week in office
Regulatory compliance automation software
Job no longer available
Regulatory compliance automation software
101-200 employees
Job no longer available
$95-110k
+ Peer micro-bonuses
More information about location
3 days a week in office
101-200 employees
Company mission
To help investment managers harness the power of community & technology to automate regulatory compliance.
Role
Who you are
- Relevant Background: At least 2 years in a Client Success or Technical Account Management function, preferably within a financial SaaS or RegTech company. Strong understanding of client management systems, processes, and metrics
- Industry Knowledge: Experience working with asset managers, hedge funds, pension funds, and/or banks
- Proactive Mindset: Ability to adapt to change quickly and handle a fast-paced, challenging environment
- A resourceful mindset focused on delivering value and enhancing client relationships
- Technical Acumen: Ability to quickly learn technical knowledge related to FundApps, including financial instruments, trading terminology, and Shareholding Disclosure and Aggregation methodology
- Communication Skills: Excellent written and verbal communication skills coupled with excellent organizational skills and a passionate, dedicated, and solutions-focused attitude
What the job involves
- As part of the Client Success team within Client Services, you’ll ensure clients get the most value from our products and services
- While the objectives align with what’s expected from most Client Success roles—enhancing client understanding and adoption—our approach leverages technology, automation, data, and scalable strategies
- This position requires a blend of technical acumen, data analysis, communication, and strategic thinking, and success in this role will be measured by both client satisfaction and by how effectively and efficiently we achieve this
- Client Engagement: Establish best practices for client success, foster strong relationships, and maintain consistent touchpoints with clients throughout their journey
- Spotting ARR Opportunities: Recognize clients with growth potential to expand their use of our services
- Driving Process Excellence: Ensure client interactions are accurately recorded in our CRM and that all systems are regularly maintained and updated
- Providing Data-Driven Insights: Gather and analyze data to assess client health, implement strategies to drive product adoption and client satisfaction, and mitigate churn risks
- Improving Our Services: Collaborate with Product and Regulatory Content teams to convey client needs and suggest product enhancements
- Work with the Client Experience team to identify thematic support issues and create scale solutions while promoting client self-service and optimizing our existing self-serve resources
- Continuous Learning: Develop expertise in our products, gain a deep understanding of financial concepts, and commit to ongoing learning
Our take
FundApps is a Compliance-as-a-Service company, aiming to provide some of the world’s largest asset managers, hedge funds, and investment banks with automated compliance monitoring services.
It aims to solve the three main problems faced by compliance teams: keeping track of international regulation, interpreting it correctly, and accurately aggregating exposure across portfolios. FundApps combines web-based technology, regulatory expertise, market data and the specialist knowledge of its community in order to help financial institutions comply with international regulations.
FundApps differentiates itself through the proprietary technology it uses to accurately capture the latest changes in regulation. Its service monitors more than $17 trillion in assets under management, or about 15% of all global assets, on behalf of clients from all over the world. It is continuing to expand its partnership network - in 2023, the Abu Dhabi Investment Authority implemented FundApps' compliance suite to monitor its significant sovereign wealth funds.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
19% employee growth in 12 months
Company
Company benefits
- 🕐 Work/life balance
- 👶 26 weeks leave for all new parents regardless of gender, location or family structure
- 🎓£1,000 (or equivalent) learning budget each year and unlimited professional development leave
- 🍏 Private medical and life insurance
- 💚 Wellbeing benefits such as mental health coaching
- 💰 Peer micro-bonuses through Bonusly
- 🚢 25 days holiday leave + an extra day next year if you use it all + an extra day after 3 & 5 years
- 🧳 5 Years @ FundApps - additional 4 week paid holiday leave during your 5th year as a FundApper
- ❤️ Volunteering leave
- 🎁 Birthday off
- 💡 Peer-led ‘Brown-bag lunch’ learning sessions
Company HQ
Finsbury, London, UK
Leadership
Andrew Patrick White
(Founder & CEO)Previous experience in Software Engineering, Product Management, and Business Development. Former Managing Director at Aquin International.
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