Customer Success Specialist
Primary stack
Job description
About the Position
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.
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
- Monitor client engagement, usage, and performance, proactively identifying risks and opportunities to enhance the client experience
- 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
- Act as the voice of the client internally, translating feedback into actionable improvements and collaborating with Product to refine solutions and processes
- Identify and support opportunities for account growth, retention, and increased product adoption
- Take ownership of initiatives to improve client experience, processes, and product evolution, contributing proactively to company objectives
Requirements
- Bachelor’s or Master’s degree in Economics, Business Administration, Management, or related fields
- Proven ability to manage client relationships in a B2B or institutional environment (fintech/financial services/investment management space is a strong plus)
- Strong communication skills, with the ability to translate complex or technical concepts into clear, actionable insights
- Ability to connect client needs with product solutions, translating requirements into concrete developments
- Interest in financial markets and quantitative solutions is a plus
- Strong time management skills and a highly analytical mindset
- Proficiency with Microsoft Office applications
- Proactive, ownership-driven mindset with the ability to operate autonomously and contribute to continuous improvement
We Offer
- Competitive salary
- Opportunity to work in a dynamic and innovative environment
- Professional development opportunities
About the Company
MDOTM is the global provider of AI-driven investment solutions for Institutional Investors. Founded in London in 2015, the company has a team of over 100 physicists, data scientists, engineers, and finance professionals. MDOTM provides Portfolio Advisory and Asset Allocation services to Banks, Insurance Companies, Family Offices, Pension Funds, Wealth and Asset Managers. Financial institutions across the UK, Europe, and the US leverage MDOTM’s advisory and its AI platform to support their investment process.
Locations: New York, London, Milan
Work Location Type: Hybrid
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