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Client Success Manager

InvestorFlow
City of London, England
Full time
4 weeks ago
InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.
We are seeking a Client Success Manager with a proven track record of managing complex, enterprise-level client relationships in the Private Markets space. This role is ideal for a proactive and strategic CSM who thrives in high-stakes environments and can navigate nuanced client dynamics with professionalism and precision. The ideal candidate will hold a Salesforce Administrator certification (or equivalent experience) and bring deep expertise in driving adoption, retention, and growth across a sophisticated client base. 

You Will

You Have

InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in Menlo Park, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com.
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