This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Client Success Associate - Midwest in United States.
In this role, you will act as a trusted partner to institutional clients, helping them optimize and digitize their investment workflows, ESG reporting, and operational due diligence processes. You will lead client onboarding, drive platform adoption, and deliver measurable value across accounts. Your work will include consulting on integrations, advising on best practices, and providing training to ensure clients leverage the platform fully. You will maintain strong client relationships, monitor engagement, and identify expansion opportunities. This position offers a fast-paced, collaborative environment with opportunities to influence the investment management ecosystem while working remotely in the Midwest.
