MDOTM is looking for a proactive and client-oriented Customer Success Specialist. The ideal candidate combines strong communication skills with a problem-solving mindset and a genuine interest in delivering high-quality client experiences. In this role, you will work closely with colleagues across Operations, Product, and Business Development, contributing to both the execution of day-to-day activities and the continuous improvement of client experience. You will play a key role in bridging clients, business needs and product development, helping translate MDOTM’s long-term strategy into effective and scalable client solutions.
Key Responsibilities
- Own end-to-end client relationships, acting as the primary point of contact and trusted partner throughout onboarding and ongoing engagement
- Lead and continuously improve onboarding and training processes, ensuring clients fully adopt and effectively use MDOTM’s solutions
- Monitor client engagement, usage, and performance, proactively identifying risks and opportunities to enhance the client experience
- Drive client success by defining clear success metrics, tracking progress, and ensuring clients achieve their desired outcomes
- Deliver high-quality, tailored presentations and insights, supporting both existing client relationships and commercial opportunities
- Act as the voice of the client internally, translating feedback into actionable improvements and collaborating with Product to refine solutions and processes
- Identify and support opportunities for account growth, retention, and increased product adoption
- Take ownership of initiatives to improve client experience, processes, and product evolution, contributing proactively to company objectives
Requirements
- Bachelor’s or Master’s degree in Economics, Business Administration, Management, or related fields
- Proven ability to manage client relationships in a B2B or institutional environment (fintech/financial services/investment management space is a strong plus)
- Strong communication skills, with the ability to translate complex or technical concepts into clear, actionable insights
- Ability to connect client needs with product solutions, translating requirements into concrete developments
- Interest in financial markets and quantitative solutions is a plus
- Strong time management skills and a highly analytical mindset
- Proficiency with Microsoft Office applications
- Proactive, ownership-driven mindset with the ability to operate autonomously and contribute to continuous improvement
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Bachelor's or Master's degree in Economics, Business Administration, Management, or related fields; proven B2B client relationship management; strong communication and analytical skills; Microsoft Office proficiency; interest in financial markets preferred.
Key Responsibilities
- managing client relationships
- improving onboarding processes
- monitoring client engagement
Skills & Tools
Microsoft Office
Job Details
- Category: Customer Service
- Seniority: Entry Level
- Commitment: Full Time
- Workplace: Remote — United States
- Languages: English
About MDOTM
A technology company providing AI-driven investment solutions and client success services. — Industry: Information Technology