- Develop and nurture strong relationships with the Investors and C-level clients to understand their goals, challenges, and requirements.
- Act as the main point of contact for client inquiries, ensuring timely and effective resolution of issues.
- Document client interactions, ensuring accurate and up-to-date records.
- Collaborate with cross-functional teams to ensure client satisfaction and seamless project delivery.
- Strategically monitor major clients to anticipate possible needs or avenues that could be fulfilled by SWC.
- Stay up-to-date and gain in-depth understanding of the company’s products/services.
- Stay informed about industry trends, market changes, and competitors to provide clients with relevant insights.
- Guide clients through the onboarding process, ensuring a smooth transition and positive experience.
- Provide training sessions to educate clients on products/services, updates, and best practices.
- Develop and update onboarding documentation to provide clients with clear instructions and support.
- Help proactively manage customer renewals, ensuring high retention rates and customer satisfaction.
- Work closely with the sales team to identify upselling opportunities.
Bachelor’s degree in any relevant field. At least 1-2 years of experience in customer success. Excellent communication skills in English, both verbal and written, French language ability is a plus. Strong interpersonal skills to build and maintain relationships with clients; capacity to interact with high-level executives and seasoned investors. Excellent problem-solving mindset with a proactive, customer-centric approach and the ability to think critically. Proficiency in CRM software (Hubspot is a plus) and other relevant tools. Proficiency in Airtable is a plus.Ability to work independently and collaboratively in a fast-paced environment.