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Top Customer Success & Experience Jobs in Charlotte, NC
Fintech • News + Entertainment • Software • Database • Financial Services
Own end-to-end client onboarding for the LevPro platform, from scoping and kickoff through configuration, data migration, integrations, testing, training, and go-live. Translate client workflows into scalable system solutions, coordinate with internal and external technical teams, troubleshoot issues, document processes, and support long-term client relationships. The role partners with sales, data, customer success, product, engineering, and third parties while managing multiple implementations and improving implementation processes.
Top Skills:
Ai ModelsChatgptClaudeCompliance SystemsData Migration ToolsExcelLevproPortfolio Management SystemsThird-Party IntegrationsTrading Tools/Oms
Fintech • News + Entertainment • Software • Database • Financial Services
Provide Tier-1 client support for the Sky Road product suite: support and onboard trade workflows, templates, funds, permissions and application layouts; document workflows and permission models; escalate issues to development; coordinate with project managers for client onboarding and testing.
Top Skills:
Compliance SystemsExcelPortfolio Management SystemsSecurity Master SystemsSky RoadTrade And Order Management Systems
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