Client Success Manager (CSM)

Posted:
11/12/2024, 8:33:47 PM

Location(s):
New York, United States ⋅ New York, New York, United States

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Customer Success & Support ⋅ Sales & Account Management

Workplace Type:
Hybrid

Brooklyn Investment Group is an SEC-registered Investment Adviser that leverages the A.I. technology of its parent company, Brooklyn Artificial Intelligence Research. This technology is combined with institutional-grade portfolio optimization and automated tax-loss harvesting to power personalized portfolios for our clients, including financial advisory firms and asset managers. Over the past five years, Brooklyn Artificial Intelligence Research has developed one of the world’s most powerful A.I. engines for customizing investment portfolios, and more than $5 billion has been traded on its portfolios created by A.I. to date. Our growing team comes from top universities and financial institutions such as Goldman Sachs, Citadel and Bridgewater Associates.

Opportunity

As a Client Success Manager (CSM), you’ll play a critical role in shaping the experience of Brooklyn clients on the company’s proprietary platforms. You’ll collaborate closely with our clients to prioritize and triage their requests, answer product-related questions, and work with both the Brooklyn team and our distribution partners on client-service related matters. As Brooklyn finds itself at a juncture of accelerating growth, this CSM role is an opportunity to ensure that each of our clients has a top-notch experience, and to proactively inform product management’s decision-making based on client feedback.

Brooklyn Investment Group

Website: https://bkln.com/

Headquarter Location: Brooklyn, New York, United States

Employee Count: 11-50

Year Founded: 2016

IPO Status: Private

Last Funding Type: Seed

Industries: Financial Services ⋅ Natural Language Processing ⋅ Predictive Analytics