Client Success Consultant,Lending

Company Description

Curinos is the leading provider of data, technologies and insights that enable financial institutions to make better, and more profitable, data-driven decisions faster. Born out of the combination of two familiar industry powerhouses, Novantas and Informa’s FBX business, Curinos brings to market a new level of industry expertise across deposits, lending and digital experience solutions and technologies.

Job Description

Curinos is seeking a Client Success Consultant to partner with clients to achieve their lending business objectives using our industry-leading data, products and services. The ideal candidate has a strong background in the financial services industry, with a focus on lending, and experience in the Product Management, Operations, Data Analytics, Sales Enablement, and/or Customer Service functions specific to the Consumer/Small Business segment.  The chosen candidate is a natural problem solver who is passionate about delivering value to clients. They demonstrate an ease with working independently with minimal oversight, clear, concise client communication skills and exceptional project management abilities with a strong passion to succeed.

The Client Success Consultant will manage a portfolio of Curinos clients. They will serve as the client champion, guiding each relationship to ultimate success using Curinos platforms from early implementation and onboarding, to supporting day-to-day needs, to use case / value realization, to managing renewal cycles. On a daily basis, the Small Business Client Success Lead Analyst will work with both internal Curinos teams and external client teams to tackle individual challenges, deriving insights from data analytics and modeling to drive real impact.

Responsibilities Include:

• Client Relationships:
  • Know client strategy and overall objectives  
  • Build relationships with client senior executives and leadership within product management, pricing, treasury, and analytics teams and drive demand for Curinos products and services
  • Help clients realize value through our data, analyzer and optimizer tools lead strategic sessions with client executive teams to identify upside opportunities
  • Provide our clients with timely support for questions about both our solutions platforms and industry experience – know when to bring in company subject matter experts to provide additional support
  • Design and lead solutions training sessions to help our clients become acclimated and find value with the tools
• Project Management :
  • Manage project timelines, budgets, and deliverables for client implementation
  • Gather and define business requirements for new solutions implementations and/or existing client projects
• Business and Product Development:
  • Identify unmet client needs / unsolved challenges clients are facing through consistent interaction and discussion
  • Identify opportunities for existing Curinos solutions to meet client needs – set up introductions between the appropriate Curinos and client contacts
  • Identify product enhancement opportunities based on client needs to help shape the product roadmap

Qualifications

• Bachelor’s Degree or equivalent qualification or experience; MBA preferred
• Minimum 3-5 years of financial services industry experience with a concentration in any of the following functions in support of the Small Business/Consumer segment:
  • Customer Service
  • Data Analytics
  • Operations
  • Product Management
  • Sales Enablement

• Passion for helping clients, with a service-oriented attitude
• Strongly demonstrated project management skills
• Excellent communication skills, including the ability to frame a concise, compelling story to both clients and internal partners
• Excellent organizational and time management skills; attention to detail
• Ability to work independently
• Ability to travel as needed for client meetings; can range from 0% to 20% depending on the engagement, but will most likely be up to a few days per month

Base Salary Range: $110,000 - $125,000 plus bonus

This is a hybrid position, with the ideal candidate located near one of our regional hubs (New York, Chicago, Boston, Dallas, Toronto, & London) and able to travel to an office as needed for working sessions or team meetings.

Additional Information

Why work at Curinos?  

• Competitive benefits, including a range of Financial, Health and Lifestyle benefits to choose from 

• Flexible working options, including home working, flexible hours and part time options, depending on the role requirements – please ask! 

• Competitive annual leave,