Principal Consultant overseeing client relationships, commercial strategy, and delivery governance at CMSPI. Responsible for deepening executive relationships and ensuring high - quality delivery with a consulting mindset.
About the role
- Treasury Consultant managing onboarding and customer relationships for SaaS financial technology startup. Collaborating with multiple teams to provide exceptional customer service and support.
Responsibilities
- Guide new customers through the onboarding process, ensuring they understand and effectively use our SaaS product.
- Build and maintain strong, long-lasting relationships with customers, acting as their primary point of contact.
- Provide timely and effective support to resolve customer issues, coordinating with internal teams as necessary.
- Advocate for customers' needs and feedback within the company, ensuring our products continuously meet their evolving requirements.
- Monitor customer health metrics and proactively address potential issues to prevent churn.
- Identify opportunities for upselling and ensure successful renewals by demonstrating the value of our products.
Requirements
- 3+ years of experience in customer success, account management, or a related field in financial technology industry.
- Excellent verbal and written communication skills, with the ability to effectively convey complex information.
- A strong commitment to providing exceptional customer service and satisfaction.
- Proactive and analytical mindset with the ability to identify issues and develop practical solutions.
- Comfortable with technology and quick to learn new software and tools.
- A degree in business, finance, or a related field is preferred.
- Working proficiency in English & fluent in Spanish.
Benefits
- A competitive salary according to the project and responsibility.
- Hybrid working setup & flexible schedule
- Latest technology of your choice to do your impactful work with.
- Access to private health insurance with Sanitas
- Access to salary on demand, restaurant card, transport card, and kindergarden checks through Payflow
- English Classes
- Career progression - we are a small team with great ambitions.
- An opportunity to work hand in hand with our founders who built their careers in Investment Banking at J.P. Morgan for more than a decade.
- 360º development - through internal and external talks, sponsored conferences and many more to come.
- Twice-yearly performance reviews
- Team Buildings plans
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Data Consultant managing environmental data using EQuIS. Collaborating across teams to ensure data quality and reporting.
Consultant, Aquatic Scientist at ERM contributing to environmental projects across Western Canada. Involves fieldwork, data analysis, and collaboration with multidisciplinary teams.
Business Continuity & Resilience Consultant providing expert guidance to clients on continuity and resilience strategies. Collaborating with stakeholders to enhance their business continuity plans.
Senior Solution Consultant responsible for implementing Coveo's AI - driven search solutions for enterprise clients. Leading workshops and ensuring seamless integration into client systems.
Senior Consultant in HSE managing industrial safety projects, collaborating with clients to ensure compliance. Leading assessments and training sessions to improve safety culture within organizations.
Consultant en Stratégie Data IA à Paris, impliqué dans les missions de conseil en IA pour des clients prestigieux. Participation à la rédaction de propositions commerciales et au développement interne d'AI Builders.
Real Estate Valuation Consultant managing daily workflows and client valuations for institutional real estate funds. Requires strong Excel proficiency and financial modeling experience for commercial property types.
Power Platform Consultant developing applications using Microsoft technologies for clients like BMW Group and Henkel. Focused on digital transformation and process automation through innovative solutions.
Deliver Microsoft Teams Phone solutions and lead migrations from PBX systems. Integrate telephony components (SIP trunks, VoIP, SBCs), ensure stable operations and quality monitoring with CQD and Call Analytics.