Job
Description
Role Overview: Applied Software, a leading fintech product company in the investment and wealth management space, is seeking a Client Engagement and Success Specialist to enhance client relationships, facilitate onboarding processes, and provide exceptional service to clients and prospects. In this role, you will be instrumental in ensuring a premium, people-first experience for all clients. Key Responsibilities: - Act as a client-facing touchpoint for prospects and new clients, guiding them through the onboarding process and ensuring a seamless experience. - Coordinate and host client visits, including meet & greet, logistics arrangement, scheduling internal meetings, and ensuring professional execution. - Support leadership in client presentations, reviews, and industry events focused on culture, governance, and brand representation. - Maintain ongoing client engagement through timely follow-ups, sharing updates, and upholding WealthSpectrum's values. Administration & Coordination: - Plan and organize internal and external events, such as client workshops, office visits, and leadership interactions. - Manage logistics and office administration related to client-facing activities. - Collaborate with internal teams (product, engineering, client support) to align schedules, presentations, and deliverables. - Prepare client-related documentation, decks, and visit summaries for leadership. Qualifications Required: - Strong interpersonal, communication, and presentation skills with a client-first mindset. - Proficiency in managing logistics, schedules, and client-facing events with professionalism. - Prior experience in client success, account coordination, or executive assistance roles is advantageous. - Excellent organizational skills with meticulous attention to detail. - Proactive, people-oriented personality with confidence in representing the company to senior executives. - Familiarity with tools such as MS Office/Google Workspace for scheduling, presentations, and documentation. Role Overview: Applied Software, a leading fintech product company in the investment and wealth management space, is seeking a Client Engagement and Success Specialist to enhance client relationships, facilitate onboarding processes, and provide exceptional service to clients and prospects. In this role, you will be instrumental in ensuring a premium, people-first experience for all clients. Key Responsibilities: - Act as a client-facing touchpoint for prospects and new clients, guiding them through the onboarding process and ensuring a seamless experience. - Coordinate and host client visits, including meet & greet, logistics arrangement, scheduling internal meetings, and ensuring professional execution. - Support leadership in client presentations, reviews, and industry events focused on culture, governance, and brand representation. - Maintain ongoing client engagement through timely follow-ups, sharing updates, and upholding WealthSpectrum's values. Administration & Coordination: - Plan and organize internal and external events, such as client workshops, office visits, and leadership interactions. - Manage logistics and office administration related to client-facing activities. - Collaborate with internal teams (product, engineering, client support) to align schedules, presentations, and deliverables. - Prepare client-related documentation, decks, and visit summaries for leadership. Qualifications Required: - Strong interpersonal, communication, and presentation skills with a client-first mindset. - Proficiency in managing logistics, schedules, and client-facing events with professionalism. - Prior experience in client success, account coordination, or executive assistance roles is advantageous. - Excellent organizational skills with meticulous attention to detail. - Proactive, people-oriented personality with confidence in representing the company to senior executives. - Familiarity with tools such as MS Office/Google Workspace for scheduling, presentations, and documentation.
