Our mission, at Essentia, is to help human investors make measurably better investment decisions - so customers are at the very center of everything we do. In 2020, we created our Customer Success function, which is all about going above and beyond to ensure that our clients are engaging with our product and services, and deriving true value.
Our Customer Success Associate will report to the Customer Success Lead and will be in a position to add significant value from day one, as we continuously improve how we track, measure, and nurture the engagement levels of each of our clients.
You’ll be responsible for identifying and implementing process improvements across our business, researching best practices in Customer Success, and bringing together information about clients in a way that helps us stay one step ahead of their needs.
You’ll have direct exposure to every Essentia team, as well as to our customers: Chief Investment Officers, Heads of Equity, and Portfolio Managers.
It’s a full, challenging, and rewarding role that would suit someone with a keen interest in investment, previous experience in analytics (from university or work experience), excellent people skills, and a fine eye for detail.
And from here, the sky’s the limit: the Customer Success Associate role is a launchpad for progression within Essentia - a thorough understanding of our customers is a highly valuable commodity, especially on our Sales, Client Service, and Product teams.
Our Customer Success Associate will be someone who is naturally:
They will ideally have:
A minimum of a bachelor's degree in a relevant discipline
An interest in the field of behavioral finance
Previous experience in a client service role, and a passion for consistently delighting clients
A proven understanding of the equity investment management industry, through university or work experience
Excellent oral and written English communication skills
Strong Excel/Google Sheets skills
Experience with the following software applications: Salesforce, a marketing automation system (ideally Pardot), Google Drive/Sheets/Docs/Slides.
Competitive salary to be discussed at first contact.
Open, transparent, and inclusive culture with direct access to our CEO, MD, COO and CTO.
28 days holiday (plus public holidays).
Remote and flexible working options.
Healthcare and dental care.
Summer and Winter parties!
Free snacks and refreshments.
Paid-for relevant training and conference attendance.
CQ hotels discount.
We believe in equal employment opportunities for all employees and to providing our employees with a work environment free of discrimination and harassment. We encourage applicants of all ages and backgrounds.
If you'd like to work with us, apply now!