We are looking for an experienced and highly motivated Client Success Manager to join a fast growing company modernizing the finance industry in our NY office. The right individual is someone who loves to cultivate and maintain excellent customer relationships and is an experienced top producer. This person will join our growing global team in a role focused on maintaining and growing our client base. This person will have experience working with many stakeholders across the enterprise including engineers and senior business management, they will be able to speak to technical and business personas with confidence representing OpenFin. They will be in charge of day to day account management and will help coordinate all events across the client lifecycle such as on-boarding, deployment of software, adoption of new product features and contract renewals.

About OpenFin:

OpenFin is a fast-growing financial technology company backed by the world’s largest banks and most respected Fintech VCs, including J.P. Morgan, Barclays, HSBC, Wells Fargo, SC Ventures, Bain Capital Ventures, DRW, Nyca Partners, and Pivot Investment Partners.  We are growing rapidly and looking for talented people to join our diverse team.  OpenFin modernizes and democratizes app development and distribution in the finance space. We provide a secure OS that brings a fast and intuitive app experience to the financial desktop. Built on Google’s Chromium and GitHub’s Electron open source projects, OpenFin combines native experience, data sharing, lightning-fast distribution, and robust security with an agile web development and deployment model to accelerate digital transformation and innovation. OpenFin is used by thousands of developers to deploy and run more than 1200 apps at more than 1500 financial institutions.  OpenFin’s customers include the largest banks, asset managers, hedge funds and financial services vendors in the world.

Job Description:

A Client Success Managers (CSM) main responsibility is client satisfaction. They will be the main point of contact for our clients and will assist in account coordination activities including support, deployment, product adoption, cross sells, upsells and renewals. The CSM will work to build and strengthen our relationships with clients.. Cultivating adoption of the OpenFin technology and feature set within our client base will be at the core of this position's responsibilities. Commercial success will be achieved by ensuring client satisfaction, strategically networking through the client organisation, effectively communicating the OpenFin value proposition and developing a customer centric solution.  The primary measures of success will be 1)achieving renewal targets, 2) maintaining a high client satisfaction score and 3) product adoption metrics. CSMs at OpenFin are also expected to represent the company at industry events.

The successful candidate will have previous experience working with financial services vendors, asset managers and banks. We are looking for candidates who have experience renewing contracts at enterprise SaaS/software/technology business, within the financial services market. Candidates should be well versed in multi layered account management and sales processes that accelerate successful outcomes. Experience doing account management for SaaS companies who have sold to Financial Institutions and Vendors. is highly preferred.

Main responsibilities will include:

  • Developing and executing strategic account plans to achieve client satisfaction 
  • Helping the SDs to identify opportunities to expand our footprint in our existing customer base
  • Building and maintaining strong, long-lasting customer relationships with senior stakeholders within client organisations
  • Partnering with customers to understand their ongoing business needs and objectives and partnering internally with our SDs to help coordinate and execute the account vision 
  • Customer centric mindset which will help troubleshoot/coordinate and solve deployment issues, support ticket management, engineering challenges and product feature requests. 
  • Effectively communicating the OpenFin value proposition through proposals and presentations
  • Quickly developing a deep understanding of OpenFin’s product and underlying technology and an ability to communicate OpenFin product benefits to senior business and technology stakeholders and them grow within the OpenFin Ecosystem

Requirements for the role:

  • Previous capital markets experience and knowledge of workflows
  • Proven sales CSM experience, in an enterprise SAAS environment, meeting or exceeding renewal targets
  • Proven track record of maintaining large enterprise deals and experience displaying strong account management skills 
  • Ability to communicate, present and influence all levels of a target organisation, including executive and C-Suite level
  • Proven ability to articulate the distinct aspects of products and services, tendency towards technical expertise is preferred 
  • Proven ability to position products against competitors
  • Genuine enthusiasm and interest in technology
  • Excellent listening, negotiation and presentation skills
  • Excellent verbal and written communications skills
  • Experience working with Sales Force, Jira, Zen Desk and CS software is preferred
  • Self starter with a positive attitude looking to work in a team based environment

Life at OpenFin

At OpenFin, our mission is to stay on the cutting edge of web technologies and to enable our customers to do the same. While we are currently remote, we pride ourselves on our friendly, understanding office culture. Our goal is to create a space where employees can learn and innovate, and overall, have a good time doing it. Our employees have a diverse set of interests and experiences, and we encourage you to explore those interests and share with us! We have regular happy hours and social events. Our office and our employees are conducive to a productive learning experience -- all the while creating innovative and compelling solutions for our clients.

OpenFin offers:

  • Experienced, dedicated, and hands-on managers who will prioritize you and your team's growth
  • A highly collaborative development process that values both team players and independent learners
  • Health, Dental, and Vision Insurance plans
  • Health and Commuter FSAs 
  • 401(k) administration
  • Employee Share Option incentive plan

Apply for this Job

* Required
  
  


U.S. Equal Opportunity Employment Information (Completion is voluntary)

Individuals seeking employment at OpenFin are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation. You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.


Form CC-305

OMB Control Number 1250-0005

Expires 05/31/2023

Voluntary Self-Identification of Disability

Why are you being asked to complete this form?

We are a federal contractor or subcontractor required by law to provide equal employment opportunity to qualified people with disabilities. We are also required to measure our progress toward having at least 7% of our workforce be individuals with disabilities. To do this, we must ask applicants and employees if they have a disability or have ever had a disability. Because a person may become disabled at any time, we ask all of our employees to update their information at least every five years.

Identifying yourself as an individual with a disability is voluntary, and we hope that you will choose to do so. Your answer will be maintained confidentially and not be seen by selecting officials or anyone else involved in making personnel decisions. Completing the form will not negatively impact you in any way, regardless of whether you have self-identified in the past. For more information about this form or the equal employment obligations of federal contractors under Section 503 of the Rehabilitation Act, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

You are considered to have a disability if you have a physical or mental impairment or medical condition that substantially limits a major life activity, or if you have a history or record of such an impairment or medical condition.

Disabilities include, but are not limited to:

  • Autism
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, or HIV/AIDS
  • Blind or low vision
  • Cancer
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or hard of hearing
  • Depression or anxiety
  • Diabetes
  • Epilepsy
  • Gastrointestinal disorders, for example, Crohn's Disease, or irritable bowel syndrome
  • Intellectual disability
  • Missing limbs or partially missing limbs
  • Nervous system condition for example, migraine headaches, Parkinson’s disease, or Multiple sclerosis (MS)
  • Psychiatric condition, for example, bipolar disorder, schizophrenia, PTSD, or major depression

1Section 503 of the Rehabilitation Act of 1973, as amended. For more information about this form or the equal employment obligations of Federal contractors, visit the U.S. Department of Labor's Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.