Customer Success
CointrackerSalary not specified
- Full Time
- Entry Level & New Grad
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Consumer SoftwareIndustries
Requirements
The ideal candidate should have at least 2 years of experience interacting directly with customers at a financial services firm. Excellent communication skills are required, along with a proven track record of removing barriers to customer adoption. A driven, curious, and passionate attitude towards ensuring customer success with Arta Finance is essential.
Responsibilities
The Customer Success Manager will contribute meaningfully to the long-term success of the customer portfolio by finding efficient and creative ways to manage customers and deliver a positive impact. They will monitor and maintain account health for Arta Members, proactively identifying opportunities to increase customer retention, satisfaction, and overall value from services. Serving as the primary point of contact for Arta Members, they will guide them through the suite of offerings, facilitate connections with experts in various fields, assist in managing the client email queue, and work closely with internal teams to provide feedback and insights. Additionally, they will assist members in accessing services within the Family Office network and contribute to the continuous improvement of internal systems and tools.
Skills
Customer Success
Communication
Customer Relationship Management
Account Management
Retention
Problem-Solving
Financial Services
Customer Support
Client Communication
Product Knowledge
Arta Finance
Provides personalized investment strategies and services
About Arta Finance
Arta Finance provides tailored investment solutions for a variety of clients, including individual investors and institutional entities. The company focuses on creating personalized investment strategies that align with the specific financial and tax needs of its clients. Revenue is generated primarily through management fees for overseeing investment portfolios and transaction fees for executing trades. Arta Finance promotes a client-centric approach, encouraging clients to evaluate investment opportunities based on their own objectives and risk tolerance. While the company offers expert advice, it does not guarantee the success of its strategies, emphasizing the risks involved in investing. Additionally, it advises clients to consult tax professionals to consider tax implications before making investment decisions.
Key Metrics
Mountain View, CaliforniaHeadquarters
2021Year Founded
$87.5MTotal Funding
SERIES_ACompany Stage
Financial ServicesIndustries
51-200Employees