Review client configuration and business processes and make recommendations that maximize the potential of defi products.
Meet with clients regularly to discuss strategic initiatives and brainstorm on how defi can help them achieve their goals.
Identify opportunities proactively to improve client product experiences and follow internal processes to execute ideas.
Make recommendations on product improvements that would improve client satisfaction• Serve as the primary relationship manager for assigned clients.
Follow escalations processes to ensure client concerns are addressed timely.
Communicate roadblocks to leadership that might hinder client satisfaction or client success.
Serve as the front line of communication for assigned clients by receiving all initial client inquiries and facilitating coordination as needed to serve clients successfully.
Educate clients on defi product features including how to configure, test and implement.
Monitor and analyze client dashboard metrics and data.
Coordinate resolution to client concerns identified through dashboard/metric data analysis.
Encourage feature adoptions that align with client needs to maximize success potential.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Required Qualifications
Bachelor's Degree or equivalent experience
5+ years’ experience in lending, financial services, and/or SaaS companies
Proficiency in working with Microsoft tools: Word, Excel, PowerPoint, and Outlook.
Ability to manage influence through persuasion, negotiation, and consensus building
Strong empathy for customers AND passion for revenue and growth
Analytical and process-oriented mindset
Demonstrated desire for continuous learning and improvement
Enthusiastic and creative team member with the ability to inspire others
Communication and presentation skills
Flexible during times of change
Team player able to effectively interact with colleagues and business partners across the company
Preferred Qualifications
BBA or related degree/experience
Project Management or Client Success Manager or Service Management experience
Travel required
Up to 10% travel
Affirmative Action/EEO statement
defi SOLUTIONS is an Equal Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
