MDOTM Ltd | AI-Driven Investment Solutions for Asset & Wealth Managers
Customer Success Specialist
New York, New York · Principal
Sponsorship not specifiedDetected 41 days ago
Business DevelopmentCustomer SuccessResearchLeadershipCommunicationProblem SolvingTime ManagementPublic SpeakingMicrosoft Office
About the role
- MDOTM is the Global leader in AI-driven investment solutions. Founded in 2015, we earned significant recognition in 2017 as the only European fintech startup selected by Google for its acceleration program in Silicon Valley.
- Since then, we have been growing continuously, establishing a strong international presence with offices in London, Milan and New York.
Responsibilities
- Own end-to-end client relationships, acting as the primary point of contact and trusted partner throughout onboarding and ongoing engagement
- Lead and continuously improve onboarding and training processes, ensuring clients fully adopt and effectively use MDOTM's solutions
- Drive client success by defining clear success metrics, tracking progress, and ensuring clients achieve their desired outcomes
- Deliver high-quality, tailored presentations and insights, supporting both existing client relationships and commercial opportunities
- Identify and support opportunities for account growth, retention, and increased product adoption
- Work at the leading edge of technology, leveraging our decade of experience in proprietary AI to build the next generation of industry-defining tools.
- Collaborate daily with an ultra-international team (18+ nationalities) spread across our offices in Milan, London and New York.
Requirements
- Proficiency with Microsoft Office applications
Nice to have
- Since then, we have been growing continuously, establishing a strong international presence with offices in London, Milan and New York.
- If you are looking for a fast-paced environment and you are willing to take ownership, this is the right opportunity for you!
- MDOTM is looking for a proactive and client-oriented Customer Success Specialist.
- The ideal candidate combines strong communication skills with a problem-solving mindset and a genuine interest in delivering high-quality client experiences.
- In this role, you will work closely with colleagues across Operations, Product, and Business Development, contributing to both the execution of day-to-day activities and the continuous improvement of client experience.
- You will play a key role in bridging clients, business needs and product development, helping translate MDOTM's long-term strategy into effective and scalable client solutions.
- Monitor client engagement, usage, and performance, proactively identifying risks and opportunities to enhance the client experience
- Act as the voice of the client internally, translating feedback into actionable improvements and collaborating with Product to refine solutions and processes
Compensation
- Competitive salary & truly flexible work environment.
- Annual company retreat at a stunning location.
Benefits
- Benefit from an unlimited learning and development budget to stay at the bleeding edge of AI research, alongside a fast-track path into technical leadership or principal research roles.
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