• Location
    • London
  • Date Posted
  • Jun. 1, 2021
  • Function
  • Technical & Customer Support
  • Sector
  • Financial Services

Capitolis is looking for a Client Services Associate for our FX product. This team is responsible for user support, client onboarding, project management of key client initiatives and ensuring the use and value exchange of our products for key client users. This person should be a highly organized, effective written and verbal communicator with a passion for building processes that scale. This position will report to the Director of Client Services and will be a part of the Customer Success organization alongside Adoption and Operations. This team partners closely with Sales, Product, Sales and Marketing to deliver programs to ensure client and user adoption and value from our solutions.

Key Responsibilities

  • Supports the onboarding process for new customers including system customization and administrative support
  • Provide proactive recommendations to internal stakeholders and manage customer support requests in Zendesk and Jira
  • Create platform user documentation such as FAQs and playbooks
  • Analyze Client Health via platform adoption
  • Project manage key client initiatives tied to operational efficiencies and client defrictioning
  • Partner with Product, Operations and Adoption on system functionality and enhancements to increase user adoption and value
  • Provide informed recommendations for process improvements that work for individuals as well as the business overall
  • Drive real change through implementation, adoption and continuous improvement of processes, solutions and best practices in our markets and businesses

Who You Are

  • 2+ years of experience in SaaS, with at least 1 year in a customer facing role
  • Experience working with Jira, Confluence, Salesforce, Zendesk, WalkMe, or other related systems
  • Ability to see both the big picture and the detail
  • Strong communicator (written and verbal) and collaborator with excellent problem-solving skills
  • Self-starter who takes initiative, values impact over effort and is motivated to drive performance
  • Ba/bs

Capitolis is the leading SaaS platform that drives financial resource optimization for capital markets. Founded in 2017, Capitolis’ network software enables financial institutions to optimize their balance sheets, which creates a fairer, safer, and healthier marketplace. More than 75 financial institutions, including banks, hedge funds and asset managers, leverage Capitolis’ technology to bring the best services to market and achieve high levels of return, while using the most appropriate amounts of their financial resources. Backed by world-class investors, including Andreessen Horowitz (a16z), Index Ventures, Sequoia Capital, Spark Capital, SVB Capital, and S Capital, as well as leading global banks such as Citi, J.P. Morgan and State Street, Capitolis’ team brings decades of experience in launching successful startups, technology and financial services and is growing rapidly in our offices in New York, London, and Tel Aviv.