Senior Customer Success Manager / Financial Analyst, Landytech
B2B SaaS Fintech , French Speaker
+ Stock options
2-5 days a week in office
Investment management platform
Open for applications
Investment management platform
101-200 employees
Open for applications
+ Stock options
2-5 days a week in office
101-200 employees
Company mission
To empower asset stakeholders by revolutionising access to investment data and insights in one central platform.
Role
Who you are
- You have 4-7 years of experience in doing technical analyses of financial products, or you have done consultative account management of financial products, with tech analysis
- You have a Bachelor's degree in Business, Finance, Economics, Accounting or a related field
- You are extremely strong in Excel and financial analyses
- You have experience working in wealth/asset management or you have done consulting for FS related businesses
- You can demonstrate strong project management, retention and cross-sell skills
- You are a great listener and you anticipate clients’ needs
- You are excellent at building relationships and influencing key partner stakeholders
- You are fluent/native in both English and French, any other European language is a plus
What the job involves
- The Senior CSM/Financial Analyst (French Speaking) role is a critical hands-on technical role, helping customers get comfortable with our platform, navigating them on their journey, and getting them where they need to be
- Having strong knowledge of investment products and systems skills, this role will help clients achieve their goals and objectives in utilizing our Sesame platform
- This role is consultative in nature and central to our clients’ success, and requires patience in order to deliver world-class service to a myriad of clients at different levels
- As well, given accelerated product development, the person who joins, will need to stay on top of new functionalities and apply them whether onboarding a new client or dealing with existing clients
- In addition, understanding clients' use cases and needs for new technology or features will be important in the overall product development communication process
- Monitoring and ensuring the successful onboarding of new clients, from implementation to everyday use of the platform, liaising with the Implementations, Product and Data Teams along the way during the different phases, and being point of contact on the clients’ side
- In-depth understanding of investment products and being able to confidently speak about various products’ performance and analytics on our Sesame platform
- Being able to identify issues on the platform, inconsistencies or root-cause for clients’ not able to optimise our platform in the best possible way, and communicating these issues to the relevant technical departments for immediate solutions to be found
- Being able to draw conclusions from clients’ feedback and use of platform about utilization of our product and potential need for add-ons and other products for an even greater customer experience
- Being part of a new and growing team, having the opportunity to make an impact and develop and maintain a customer satisfaction framework, setting up high standards
- Actively engaging with the clients, identifying and championing for any new/partner opportunities
Salary benchmarks
Our take
Nowadays, money is flowing into private market investments and illiquid asset classes, and it is becoming increasingly difficult for wealth managers to communicate investments and financial information quickly and efficiently to their clients.
London-based Landytech is a fintech startup transforming the way asset owners, managers and advisors access investment information. The company has developed its own software, called Sesame, and it provides clients with the tools they need to track the value of their portfolios, conduct analysis and deliver reports.
With successful funding rounds, Landytech has raised capital that has allowed it to accelerate its growth, with a focus on growing its team internationally and further developing its product to support the partnership with its client base of single and multi-family offices, trustees and asset managers.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Some candidates hear
back within 2 weeks
Company
Company benefits
- Stock options, with extra incentives for high performers for London and Paris-based employees
- Work between home and our offices with our hybrid working model
- Private health care coverage provided by BUPA
- Access to company Uber and Uber Eats account when working outside of normal office hours
Company values
- Results: We foster a culture that strives for meaningful, impactful, smart, real results that can be quantified and verified
- Communication: We share our goals, communicate effectively and share information to empower educate and inform both our employees and clients
- Creativity: We value and encourage creativity across our teams. We champion innovation and thinking outside of the box when it comes to solving complex challenges
- Passion: We are passionate about our work and the challenges we help our clients overcome
- Meritocracy: We believe in progression based on merit and achievement
- Respect: We value everyone and treat people with dignity and professionalism. We foster diversity and inclusion and give everyone equal opportunity
Company HQ
South Kensington, London, UK
Leadership
Benjamin Mouté
(CEO)Previously worked as the Head of Investments at Schroders New Finance.
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