Client Success Associate

Boosted.ai is building AI purpose-built for finance to help teams do more. Our mission is to optimize investing and boost productivity. We’re already trusted by leading enterprises and developers with over $5T under management with Boosted.ai.

From the fastest growing hedge funds to global financial institutions, our tool lets our users stay ahead of the competition with AI that works for them. We believe that modern investment professionals will win the future of finance by using the best tools; a unique competitive edge powered by data, experimentation, and automation.

Boosted.ai is the platform they use to cut through data overload, outpace competitors, and reclaim their time. We’re looking for sharp, low-ego people to help teams find their edge.

Why is Boosted.ai the best place to work?

• Customers love the product (adopted by many of the biggest financial institutions and rapidly expanding to more firms)
• We’re growing a lot (5x in the last year)
• Incredible culture (our customers keep applying to work here)
• Well-resourced — our lead investors are innovators and disruptors in financial and technology markets, including Spark Capital (Twitter, Slack, Affirm), Ten Coves Capital (Plaid, Sentieo, TouchBistro), Portage Ventures (Wealthsimple, Borrowell, Nesto), and RBC (Royal Bank of Canada)

Position Description

Boosted.ai is seeking a motivated Client Success Associate to join our dynamic team. In this role, you will serve as a vital point of contact for our clients, helping them navigate our software platform and ensuring they derive maximum value from our services. You will work collaboratively with various internal teams to support our clients’ needs across all accounts.

We are seeking an ambitious professional who is eager to build a career at the intersection of finance and cutting-edge AI technology. This role offers the opportunity to develop your skills and expertise in customer success, with the potential to transition into an account management position. As you grow in this role, you will take on the responsibility of driving growth and retention for a portfolio of clients, playing a key part in their success and our company's continued innovation.

What You'll Do

• Provide exceptional support to clients by answering queries and assisting with software navigation.
• Ability to create and optimize prompts and workflows using agentic AI to enhance client interactions and drive efficient solutions.
• Ownership of designated accounts and/or management of a shared account pool through queue or incident routing tools, ensuring timely resolution of client inquiries and effective resource allocation.
• Conduct regular follow-up calls with clients to ensure satisfaction and engagement with our products.
• Assist in creating presentations and materials to educate clients about our offerings and enhancements.
• Track client engagement metrics to identify opportunities for improvement and proactive outreach.
• Collaborate with internal teams to resolve issues and implement client feedback to improve processes.
• Maintain a comprehensive understanding of our products and services to assist customers effectively.
• Help optimize existing Client Success processes and support initiatives to enhance the customer experience.

What You'll Bring

• Educational Background
  • Bachelor's degree in Finance, Economics, Business, Computer Science, or a related field
• Professional Experience
  • At least one year of experience in financial services, consulting, or a similar role, within fintech or AI/machine learning environments
  • Proven experience in client-facing roles involving finance or strategic consulting
• Technical and Industry Knowledge
  • Strong understanding of financial markets, investment strategies, and portfolio management
  • Familiarity with AI/machine learning technologies and their applications in finance
  • Proficient with tools such as Microsoft Office, Client Relationship and Workforce Enhancement tools such as Google Workspace, HubSpot, Jira, Slack, and Zoom
  • Excels in leveraging large language models (LLMs) for novel use cases
• Skills and Competencies
  • Excellent verbal and written communication and presentation skills
  • Ability to convey complex technical concepts to both technical and non-technical audiences
  • Strong analytical and problem-solving skills with a strategic mindset
  • Self-motivated with excellent time management and organizational skills
  • Ability to build and maintain strong relationships with clients and internal teams
  • Proven track record of success in fast-paced, rapidly evolving technological environments, demonstrating adaptability and resilience
• Personal Attributes
  • Demonstrated passion for problem-solving, with a proactive approach to identifying challenges and implementing effective solutions for clients
  • Experience working with demanding clients in high-stress, time-sensitive environments, consistently delivering exceptional service and meeting critical deadlines 
  • Entrepreneurial spirit with a proactive approach to identifying opportunities and driving results
  • Eager to learn and adapt in an extremely fast-paced, dynamic environment
  • Proven ability to find, recommend, and implement needle-moving changes
  • Demonstrated ability to take initiative and contribute innovative ideas
  • Commitment to excellence and a high level of integrity
  • Willingness to travel as needed

Our Values

We are guided by a set of values that are at the core of our actions and define our culture. These principles are the foundation of our work, and we are committed to upholding them in everything we do.

• Collaborative – We value our team and know that success can only come from working together
• Client Centric – Our focus is always on our clients and consistently delivering them value
• Action Oriented – We remove barriers and we seek to improve in measurable ways
• Accountable – We are accountable for ourselves, and we hold each other accountable
• Respectful – We are proud of our work, we are respectful of each other’s opinions, and we keep a positive attitude

What we offer

We want our benefits to reflect our values and offer the following to full-time employees:

• Flexible (Unlimited) Paid Time Off
• Medical, Dental, and Vision benefits for you and your family
• Life Insurance and Disability Benefits
• Access to a 401(k) retirement savings plan (for U.S. employees)
• Paid Parental Leave
• Free access to use Boosted.ai Alfa™ to make money
• We love the energy of in-person collaboration while also offering the flexibility to work from home when needed

These benefits are further detailed in Boosted.ai’s policies and are subject to change at any time, consistent with the terms of any applicable compensation or benefits plans. Eligible full-time employees can participate in Boosted.ai’s equity plans subject to the terms of the applicable plans and policies.

Be you, with us

We're working to bring the transformative power of AI to every organization in the world. To do so, it is important to us that the diversity of our employees represents the diversity of our customers. We believe that our work and culture are better when we encourage, support, and respect different skills and experiences represented within our team. We encourage you to apply even if your experience doesn't precisely match the job description. We strive to evaluate all applicants consistently without regard to race, color, religion, gender, national origin, age, disability, veteran status, pregnancy, gender expression or identity, sexual orientation, citizenship, or any other legally protected class.