Full-Time

Client Onboarding and Success Manager

Posted on 4/27/2024

Alloy

Alloy

201-500 employees

Automates identity risk solutions for banks

Data & Analytics
Financial Services

Senior, Expert

London, UK

Required Skills
Sales
Communications
Requirements
  • Bachelor's degree in Business Administration, Computer Science, or a related field (or equivalent experience).
  • 5+ years of Client Success, Account Management, or related roles.
  • Proven experience in a customer-facing role, focusing on onboarding and client success within a SaaS environment.
  • Strong leadership skills with the ability to motivate and lead cross-functional teams
  • Excellent communication skills, both verbal and written, with the ability to convey technical concepts to non-technical audiences.
  • Experience implementing and optimizing support processes and systems, such as ticketing platforms and knowledge bases.
  • Analytical mindset with the ability to leverage data and metrics to drive decision-making and improve service quality.
  • Customer-centric mindset with a passion for delivering exceptional experiences and building long-lasting relationships.
Responsibilities
  • Develop and execute comprehensive strategies for customer onboarding and project-level support, aligning with company goals and objectives.
  • Oversee the onboarding process for new clients, ensuring a smooth transition from initial setup to full utilization of our products.
  • Collaborate with cross-functional teams, including sales, product development, and implementation, to coordinate onboarding activities and address client needs effectively.
  • Collaborate with each client to establish measurable outcomes, KPIs, and communication routines to review results and prioritize strategies to support continuous improvement models.
  • Serve as a primary point of contact for escalated customer issues, demonstrating empathy, patience, and problem-solving skills to ensure timely resolution.
  • Create and maintain comprehensive documentation, tutorials, and training materials to empower clients to maximize the value of our solutions.
  • Conduct training sessions and workshops for clients to facilitate adoption and proficiency with our products.

Alloy offers an end-to-end identity risk solution for banks and fintechs, automating account opening, ongoing monitoring, and credit underwriting with a focus on fraud, compliance, and credit risk management. The platform utilizes configurable technologies and a broad network of data partners to support decision-making throughout the customer lifecycle.

Company Stage

Series C

Total Funding

$210.8M

Headquarters

New York, New York

Founded

2015

Growth & Insights
Headcount

6 month growth

1%

1 year growth

-4%

2 year growth

11%

Benefits

Unlimited PTO

16 weeks of parental leave

Premium medical, dental, vision, HSA, & FSA programs

401k with matching and immediate vesting & eligibility

Commuter, health & wellness benefits

$1,000 annual learning & development stipend

Memorable team events and retreats

INACTIVE