What are the responsibilities and job description for the Client Success Manager position at Linedata?
About Us
WHY Linedata?
Linedata is an award-winning software solutions company. We believe finance matters to our society as much as energy to life and fueling financial transformation is vital for development and leadership.
We humanize technology :
We are passionate experts who provide investment management and credit communities with innovative, user-friendly products which help their businesses grow in over 50 countries
Our environment is international, ego-free and relaxed. We believe in building confidence through giving clear responsibilities to our team members and managing to given goals and targets. We celebrate success and we enjoy each other’s company
We employ more than 1100 employees representing 40 nationalities spread throughout our offices in 14 countries. We believe in mobility, diversity & teamwork.
Our mission is to continue to find new ways to create and build flexible, mission-critical software and services and to stay on the cutting edge of the financial software space.
JOIN THE MOVEMENT
We provide the investment management and credit communities with an innovative, user-friendly suite of products that, through detailed market and client insights, help their business to grow in over 50 countries.
We are transforming the financial services community which is in constant evolution.
With our agility, we make technology simple & accessible for our users. Let’s work together to achieve the best solutions for our clients.
Chat with our insiders and learn more about your future role at Linedata! Start the conversation: here
Commitment to Diversity
We recognize, celebrate, and seek to increase diversity across our organization. Diversity is an asset to organizations and is linked to better performance. It is an integral part of how we do business and imperative to our success. As an international Group, we also believe that our people need to reflect our clients and local communities.
Linedata is an Equal Opportunity Employer. We are committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation based on an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information, marital status, sex, gender, age, sexual orientation, veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws.
Job Description
As a member of the Client Services Team, the Client Success Manager will ensure our clients' satisfaction and success by building strong relationships, understanding their needs, and driving the adoption and optimization of our financial software solutions. This role requires a proactive, client-focused individual who can effectively communicate, strategize, and collaborate with internal and client teams to deliver measurable outcomes.
Key Responsibilities:
WHY Linedata?
Linedata is an award-winning software solutions company. We believe finance matters to our society as much as energy to life and fueling financial transformation is vital for development and leadership.
We humanize technology :
We are passionate experts who provide investment management and credit communities with innovative, user-friendly products which help their businesses grow in over 50 countries
Our environment is international, ego-free and relaxed. We believe in building confidence through giving clear responsibilities to our team members and managing to given goals and targets. We celebrate success and we enjoy each other’s company
We employ more than 1100 employees representing 40 nationalities spread throughout our offices in 14 countries. We believe in mobility, diversity & teamwork.
Our mission is to continue to find new ways to create and build flexible, mission-critical software and services and to stay on the cutting edge of the financial software space.
JOIN THE MOVEMENT
We provide the investment management and credit communities with an innovative, user-friendly suite of products that, through detailed market and client insights, help their business to grow in over 50 countries.
We are transforming the financial services community which is in constant evolution.
With our agility, we make technology simple & accessible for our users. Let’s work together to achieve the best solutions for our clients.
Chat with our insiders and learn more about your future role at Linedata! Start the conversation: here
Commitment to Diversity
We recognize, celebrate, and seek to increase diversity across our organization. Diversity is an asset to organizations and is linked to better performance. It is an integral part of how we do business and imperative to our success. As an international Group, we also believe that our people need to reflect our clients and local communities.
Linedata is an Equal Opportunity Employer. We are committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation based on an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information, marital status, sex, gender, age, sexual orientation, veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws.
Job Description
As a member of the Client Services Team, the Client Success Manager will ensure our clients' satisfaction and success by building strong relationships, understanding their needs, and driving the adoption and optimization of our financial software solutions. This role requires a proactive, client-focused individual who can effectively communicate, strategize, and collaborate with internal and client teams to deliver measurable outcomes.
Key Responsibilities:
- Proactively understand clients' business goals and objectives, including both short and long-term initiatives, and align our software solutions to meet their needs.
- Support clients through onboarding, implementation, and ongoing adoption of the software.
- Monitor client usage and engagement metrics, identifying opportunities for optimization and upsell.
- Conduct regular check-ins, reviews, and feedback sessions with clients to assess satisfaction and address any concerns.
- Act as a subject matter expert on the financial software platform, staying up-to-date with product updates and industry trends.
- Collaborate with internal teams, including product, support, and sales, to advocate for client needs and deliver solutions.
- Develop and deliver customized training sessions, webinars, and documentation to support client education and usage.
- Track and report on key performance metrics related to client success, such as retention rates, software adoption levels, and client satisfaction scores.
- Identify risks of churn and develop strategies to mitigate them, ensuring long-term client retention and growth.
- Bachelor’s degree in Business, Finance, or a related field.
- 3-5 years of experience in client success, account management, or a similar role, preferably in the financial software or asset management industry.
- Strong understanding of asset management, financial markets, and related software solutions.
- Excellent communication, presentation, and interpersonal skills.
- Proven ability to manage multiple clients and projects simultaneously, with strong organizational and time-management skills.
- Strong problem-solving skills and a proactive approach to identifying and addressing client needs.
- Ability to work independently and collaboratively in a fast-paced, dynamic environment.
- Expand usage and adoption of software and services, fostering stronger client loyalty and deeper integration.
- Achieve and maintain high client satisfaction scores (e.g., Net Promoter Score (NPS) above [target score]).
- Meet or exceed client retention and renewal rate targets (e.g., 98% retention rate).
- Identify upsell and cross-sell opportunities, contributing to revenue growth targets.
- Develop and maintain strong relationships with key stakeholders at client organizations.
