WHO WE ARE:
TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, Motive Partners and a who’s who of the financial service industry. We are creating engaging wealth experiences to better financial lives through AI and investment intelligence powered personalization. We are working to change the world of wealth in ways that personalization has changed the world of movies, music and more but with the added responsibility of delivering better wealth outcomes.
We use design and behavioral thinking to enable engaging experiences through software and application programming interfaces (APIs). We use investment science and intelligence to build algorithmic engines inside the software and APIs to enable better investor outcomes.
In a world where every individual is unique, we match them to financial advice and investments with a recognition of their distinct needs and goals across our investment marketplace and our advice and planning divisions.
OUR VALUES: Go with your GUT
- Grow at the Edge. We are driven by personal growth. We get out of our comfort zone and keep egos aside to find our genius zones. With self-awareness and integrity we strive to be the best we can possibly be. No excuses.
- Understanding through Listening and Speaking the Truth. We value transparency. We communicate with radical candor, authenticity and precision to create a shared understanding. We challenge, but once a decision is made, commit fully.
- I Win for Teamwin. We believe in staying within our genius zones to succeed and we take full ownership of our work. We inspire each other with our energy and attitude. We fly in formation to win together.
WHAT YOU’LL BE DOING:
A division of TIFIN, TIFIN AMP provides Asset Management firms with unique insights to turbocharge their distribution of fund products through the US Intermediary/advisor-sold channel. It is the first end-to-end digital distribution solution in the industry. Our centralized data platform leverages the combined data from all of our services, which is then enriched with partner and third-party data. We provide insights to asset managers about their target audience and how to best reach that audience.
The Director, Customer Success is a key role within TIFIN’s Asset Management Customer Success team. This team is responsible for being the main point of contact with leading Asset Management firms to use the TIFIN ecosystem to enhance their sales, marketing, and data needs to drive more efficient fund distribution. This role’s main responsibilities include being the day-to-day liaison with our key client stakeholders to ensure a successful relationship, support our customers in realizing the value from their partnership, and find ways to grow and expand the partnership by coordinating various campaigns and deliverables to help promote awareness and consideration as well as engagement of our customer’s investment solutions with key advisors and individual investor audiences.
The role will work hand-in-hand with our Engineering, Data Science, and Sales teams on a regular basis. In partnership with Sales, this role will ensure a seamless transfer of trust from the moment a contract is signed until the partner is onboarded. In addition, Customer Success is responsible for working with marketing to deliver ongoing qualitative and quantitative value/ROI for our clients to help support expansion and renewal efforts.
THE ROLE:
- Manage the day-to-day account activities and be the primary point of contact for the partnership
- Steer and help guide the client’s priorities and strategy to help ensure their long-term success
- Discover or create new opportunities to deepen the partnership
- Coordinate and align multiple stakeholders within the client’s organization and TIFIN to execute a consistent cadence and rhythm with the account
- Oversee ongoing touch points, including any analytic and reporting needs to showcase performance
- Ensure renewal rates and reduce churn in our accounts
- Expand our revenue in accounts through identifying and closing cross-sell and up-sell opportunities
- Create future lifetime value through higher product adoption, customer satisfaction, and overall health scores
WHO YOU ARE:
- 5+ years of overall Professional Services, Customer Success, or similar relevant experience.
- Preferably 3+ years in financial services or financial technology
- Deep understanding of asset and/or wealth management is a major plus
- Excellent project management skills
- Track record of generating long-term commercial results in enterprise accounts
- Demonstrated ability to learn complex new technologies
- Comfort working in a fast-paced environment
- Demonstrated ability to communicate effectively with different levels of management and tailor messages appropriately
- Excellent proficiency with Microsoft PowerPoint, Microsoft Excel, Google Slides, Google Sheets
COMPENSATION AND BENEFITS PACKAGE:
The expected starting salary range for this position is between $100,000 - 130,000. Applicable salary ranges may differ across markets. Actual pay will be determined based on experience and other job-related factors permitted by law.
TIFIN offers a competitive benefits package that includes:
- Performance linked variable compensation, including equity
- Medical, dental, vision, life and disability insurance
- Flexible Spending Account (FSA) and Health Savings Account (HSA)
- 401(k) Retirement Plan
- Flexible PTO policy and Company-paid holidays
- Parental Leave: 12 week paid maternity, 4 week paid paternity leave
- Corporate Social Responsibility and volunteering opportunities
- Access to our Chief Mindfulness Officer, including 1:1 personal coaching for executives and rising stars
- Company sponsored events like Qi Gong, Lunch & Learns, Development Workshops, Dinners, Happy Hours, and more!
- The ability to make a real impact in an incredibly fast-growing organization
A note on location. While we have team centers in New York City, San Francisco, Charlotte, and Mumbai, TIFIN is headquartered in Boulder, CO and our preference is to build the team here whenever possible, so relocation packages are available for any candidate willing to relocate to the Boulder area.
TIFIN is proud to be an equal opportunity workplace and values the multitude of talents and perspectives that a diverse workforce brings. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status.
