As an Account Manager, you will develop strong client relationships, understand client needs, and execute strategies to manage client accounts effectively while growing revenue. You will collaborate with internal teams to address client challenges and ensure satisfaction, leveraging your knowledge of the financial services industry.

The Client Success Manager will enhance client understanding and adoption of FundApps' products, establishing best practices for client engagement, analyzing data for client health, and collaborating with teams to improve services. Responsibilities include identifying growth opportunities and ensuring efficient client interactions through a CRM.

The Client Success Associate will build and maintain strong relationships with clients, ensuring their experience with FundApps is positive. Responsibilities include managing client onboarding, supporting queries, and delivering excellent service, with the opportunity to develop product knowledge and take ownership of a client portfolio.