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Full-Time

Client Success Associate

Posted on 6/6/2024

Doran Jones Inc.

Doran Jones Inc.

51-200 employees

Financial data engineering and application development

Consulting
Enterprise Software
Financial Services

Compensation Overview

$60k - $75kAnnually

Entry

New York, NY, USA

Category
Customer Success Management
Sales & Account Management
Required Skills
Sales
Communications
Requirements
  • Ability to learn quickly and understand Securities Finance products
  • Ability to learn the platform and be able to demo and train users on it
  • Ability to respond and escalate customer requests internally in a timely manner
  • Ability to retain customers and grow a portfolio’s overall revenue value
  • Great communication skills and an ability to interact with potential users of the platform
  • Tenacity to get in front of users, even when they may be reluctant to engage
Responsibilities
  • Independently lead day-to-day interactions with clients
  • Act as the client's go-to advocate and navigate internal processes and the client to provide a high level of customized service for the client
  • Strategically build the client’s ability to operate the platform in a self-service manner for any use case by providing actionable recommendations
  • Develop a perspective on the viable use cases of the products for each client and establish new use cases wherever possible
  • Run a reliable and organized account process that stays on top of deadlines and is capable of seamlessly introducing new revenue growth initiatives
  • Additional responsibilities as and when required by the business
  • Track and communicate commercial and technical blockers for client success on the products, including the commercial impact of client needs to influence the internal allocation of Product Resources
  • Support sales in discussions regarding renewal of contracts, with support from management to establish appropriate commercials and achieve client senior leadership buy-in

Doran Jones Inc specializes in Data Engineering and Application Development focusing on Capital Markets, Risk, and Regulatory Compliance. The company excels at leveraging Agile transformation expertise, AI, and machine learning tools to facilitate effective digital transformations in the financial services sector.

Company Stage

M&A

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

2010

Growth & Insights
Headcount

6 month growth

20%

1 year growth

20%

2 year growth

20%
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Simplify's Take

What believers are saying

  • The acquisition by McLaren Strategic Ventures could provide Doran Jones with enhanced resources and global reach, fostering growth and innovation.

What critics are saying

  • Integration challenges with McLaren Strategic Ventures could lead to cultural and operational misalignments, affecting employee morale and productivity.

What makes Doran Jones Inc. unique

  • Doran Jones specializes in capital markets, risk, and regulatory requirements, setting it apart from general technology consulting firms.
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