Customer Onboarding & Success Expert

About Finesse(Sensei's child company): Finesse is a cutting-edge WealthTech SaaS platform designed for financial professionals, including Registered Investment Advisors (RIAs) and Mutual Fund Distributors (MFDs). It provides robust tools for risk profiling, portfolio analytics, and multi-asset investment management. Our mission is to empower financial advisors with data-driven insights and seamless workflows to enhance client engagement and decision-making.

Key Responsibilities:

• Attend Sales calls and demos: Attend sales calls and demos with prospects, understand and note down key requirements and take aways.

• Onboarding & Implementation: Guide new customers through the onboarding process, including account setup, platform training, and initial troubleshooting.

• Customer Training: Conduct live demos, webinars, and one-on-one training sessions to help users understand Finesse’s features and best practices.

• Customer Success & Support: Serve as the primary point of contact for clients, addressing inquiries and ensuring quick resolution of issues.

• Retention & Engagement: Monitor customer usage, identify potential churn risks, and proactively engage with users to ensure they derive value from Finesse.

• Feedback & Product Enhancement: Gather insights from clients and collaborate with the product team to enhance features and improve user experience.

• Process Improvement: Continuously refine onboarding and customer success strategies to improve efficiency and satisfaction.

Who You Are:

• 2+ years of experience in Operations within a Wealth Management firm, Asset Management Company (AMC), or Registrar & Transfer Agent (RTA)

• Strong understanding of financial products, wealth management, or investment advisory processes.

• Deep understanding of how the Mutual Fund ecosystem operates for a Wealth Manager.

• Skilled in Microsoft Excel with capabilities of handling and processing large data set and using formulas.

• Excellent communication and interpersonal skills, with the ability to build strong client relationships.

• Proactive problem solver with a customer-first mindset.

Why Join Us? • Be part of a fast-growing WealthTech startup with a mission to transform financial advisory services. • Work closely with a dynamic team of product, tech, and business leaders. • Competitive salary and growth opportunities within the organization. If you're passionate about helping customers succeed and want to be a key player in our growth journey, we’d love to hear from you! Please reach out to us at akshatha@sen-sei.in