- Developing a strong understanding of the Customer Journey within Sentieo to drive more value for our clients
- Managing a book of business, overseeing renewals and closing upsells
- Building clear learning plans for a wide array of clients and use cases
- Performing our onboarding process while working with our team to continually improve and refine our customer onboarding experience
- Identifying common customer challenges to help us build better solutions and processes
- Partnering closely with our Product and Sales teams to explain our customers’ needs and shaping our product to meet them
- Generating customer references and case studies
- 3-5 years of experience in customer success, strategic consulting, or project management role
- Experience overseeing the full lifecycle of strategic projects
- Ability to interface with multiple internal and external business units in an organized way
- Self-motivated, proactive team player with a natural curiosity and passion for learning
- Strong interpersonal skills and experience building relationships
- Ability to deal with high-pressure situations with poise, diplomacy, and tact
- Consistent track record of highly professional customer service in a fast-paced, dynamic environment
- Highly process-oriented mindset, with a love of telling stories with data
- Excellent ability to empathize and identify with customer needs to solve their problems
- Background in finance (buy-side or sell-side), and/or background in financial services
- Interest in personal investing
- Client-facing background
We set out to build Sentieo to help you find an edge. As former hedge fund analysts, we are very familiar with the challenge of digging through an inhuman amount of information to find that one key data point that makes or breaks your investment thesis. With new datasets appearing daily, your job as an investor continues to grow more challenging and complex. This is why we built Sentieo. Sentieo is a financial data platform underpinned by the latest search technology. We overlay search, collaboration and automation on key aspects of an analyst's workflow so that you can spend less time searching and more time analyzing. Don’t take our word for it. We would love nothing more than to show you what we have built.
Want to learn more about Sentieo? Visit Sentieo's website.
Reddit is an American social news aggregation, web content rating, and discussion website.