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Job Description
Essential Qualifications
- • 6+ years in client support, customer success, or client services — with at least 3 years
- managing a team
- • Experience leading support operations in a complex, data-intensive environment where answer
- quality matters more than speed — financial data, SaaS platforms, research services, or capital
- markets technology preferred
- • Demonstrated ability to improve CSAT, reduce resolution times, and scale support operations
- without sacrificing quality
- • Strong data fluency — comfortable pulling support metrics, building reports, identifying trends,
- and presenting findings clearly to leadership
- • Excellent written and verbal communication skills across audiences from end users to senior
- stakeholders
- • Experience managing distributed or offshore team members; specific history of retaining and
- growing talent to address complex and product related inquiries
- Familiarity with Salesforce or equivalent case management systems
- Background in commercial real estate, financial data, or institutional SaaS is a plus — not a
requirement
Skills
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