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Full-Time

Client Success Representative

Posted on 5/28/2024

Enfusion

Enfusion

1,001-5,000 employees

Cloud-native SaaS platform for financial operations

Data & Analytics
Fintech

Compensation Overview

$65k - $70kAnnually

+ Bonus

Mid

Chicago, IL, USA

Category
Customer Success Management
Sales & Account Management
Required Skills
Communications
Requirements
  • 1+ Years of full-time and/or internship experience in a Product Support Role
  • Bachelor’s degree in Finance, Accounting, Economics, Financial Math or related fields
  • Flexibility and confidence to handle and prioritize multiple tasks
  • Understanding of investment management workflows and operations
  • Multi-Asset class knowledge in Equities, Fixed Income, FX, Structured Products, Derivatives
  • Excellent written and verbal communication skills
  • Organized, detail-oriented, and analytical
Responsibilities
  • Integrate knowledge of Financial Products and Enfusion Software to provide client-facing support
  • Learn Enfusion’s Middle and Back Office modules to support client queries
  • Build and maintain strong client relationships
  • Determine criticality of client tickets and escalate when necessary
  • Proactively monitor client health and address issues
  • Assist clients in Trade Booking and decompose P&L calculations
  • Engage with clients to support General Ledger Accounting Queries
  • Advise clients on best practices and work with internal teams

Enfusion offers a cloud-native SaaS platform that integrates front-, middle-, and back-office functions, providing a single source of truth for all users and enabling seamless API-powered integrations. The platform supports remote work and provides managed services for middle and back office.

Company Stage

IPO

Total Funding

$256M

Headquarters

Chicago, Illinois

Founded

1997

Growth & Insights
Headcount

6 month growth

3%

1 year growth

8%

2 year growth

27%
INACTIVE