Client Care Implementation Specialist

Description

About Redbridge

Redbridge is the partner of choice for Finance Departments. Our firm supports mid and large corporates in all aspects of their financial transactions and projects related to Treasury and Debt, in order to increase their overall performance and profitability: treasury optimization, design and implementation of the optimal financing strategy, rating advisory, negotiation of financing, management of banking relationships.

Within the Analytics team, in tandem with a project manager, the junior analyst participates in several client implementation projects in parallel (on average 5), on behalf of large groups in Europe seeking to monitor / optimize their banking relationships worldwide (Delivery).

Key responsibilities

• Serve as a project manager for successful product implementations of the Redbridge proprietary bank fee analysis software. This could include working with the client to determine project scope and timeline, configuring the software system to meet client's needs, and training users.
• Act as a dedicated contact for new clients, answering questions and providing support.
• Work with product team to resolve bugs or other issues/feedback provided by internal and external clients.
• Arrange training sessions for internal and external users of the Redbridge proprietary bank fee analysis software.
• Execute reporting analysis for both internal and external clients.
• Monitor client reporting post advisory engagement, ensuring that bank negotiated pricing, conditions, and rates are applied correctly; challenge data as needed, working with the client and the banks to resolve issues.
• Proactively contact clients post-implementation based on account health metrics.
• Implement strategies to strengthen customer relationships, retain clients, and uncover new opportunities

Ideal profile:

• Bachelor's degree or a master's and 3+ years of experience in customer success, software implementation, project management, account management, or a similar client-facing role. Previous experience in a bank, fintech or treasury department preferred.
• Experience managing software implementation projects, from scoping and planning through configuration, deployment and user adoption, with the ability to quickly understand and explain software solutions. Implementing SaaS, treasury or finance tools is a plus.
• Excellent customer relationship skills, with the ability to understand client needs, ensuring service delivered exceed client's expectations, build trusted relationships and support customers over the long term.
• Comfortable managing multiple clients and complex projects simultaneously with a small team. Ability coordinating internal and external stakeholders and meeting deadlines.
• Excellent written and verbal communication skills in French and English.
• Proactive and solution-oriented, with the ability to identify issues and suggest improvements to processes and products.
• Strong mathematical skills to help gather, measure, organize and analyze data, proficiency in Excel.Respect audit policies and procedures surrounding the protection of customer data.

Recruitment Process

• Initial screening interview with the recruiter
• Interview with HR and a Team Member (+ Excel technical test)
• Final interview with the Head of Client Services (US)