Customer Support Specialist (CSS)     Darien, CT

We’re looking for a Customer Support Specialist to handle training and support for our clients. You will also have responsibility for ensuring customer success for those clients who you support as their primary contact. You’re responsible for helping customers achieve their goals with the software, whether the issue relates to a user error, training issue or something else entirely. The CSS is also responsible for communicating with our design and programming staff about enhancements appropriate for our product roadmap.

The CSS is responsible for:

  • Initial training on the software which can be performed on-site or through a web meeting.
  • Troubleshooting customer issues quickly with actions that resolve open issues and questions.
  • Recording support interactions in our Customer Support System (i.e. ZOHO).
  • Providing leadership that ensures customer satisfaction for those clients for whom you’re assigned as their primary support contact.
  • Developing and implementing client specific strategies to improve satisfaction and ensure contract renewals.
  • Assist in the development and improvement of training documentation and support materials that assist customers in their use of the software.
  • Provide recommendations for improvements in workflows and software utilization’.
  • Assist in the testing of new enhancements to the system.

The CSS should have:

  • Bachelor’s Degree (finance or information systems preferred).
  • Familiarity with Institutional Investment Asset Allocation and Performance Reporting.
  • Strong communication and problem-solving skills.
  • Strong Windows and EXCEL skills.

Exceptional candidates would:

  • Have experience with Investment Metrics' PARis platform.
  • Have experience in the performance reporting of investment consultants or wealth managers.
  • Have prior customer support experience with software for the Finance Industry.
  • Have prior account management or training experience.
  • Have experience with ZOHO.

Location DARIEN, CT, UNITED STATES
Interested? Please send your resume to hr@invmetrics.com.

Customer Support Specialist (CSS)     Chicago, IL

We’re looking for a Customer Support Specialist to handle training and support for our clients. You will also have responsibility for ensuring customer success for those clients who you support as their primary contact. You’re responsible for helping customers achieve their goals with the software, whether the issue relates to a user error, training issue or something else entirely. The CSS is also responsible for communicating with our design and programming staff about enhancements appropriate for our product roadmap.

The CSS is responsible for:

  • Initial training on the software which can be performed on-site or through a web meeting.
  • Troubleshooting customer issues quickly with actions that resolve open issues and questions.
  • Recording support interactions in our Customer Support System (i.e. ZOHO).
  • Providing leadership that ensures customer satisfaction for those clients for whom you’re assigned as their primary support contact.
  • Developing and implementing client specific strategies to improve satisfaction and ensure contract renewals.
  • Assist in the development and improvement of training documentation and support materials that assist customers in their use of the software.
  • Provide recommendations for improvements in workflows and software utilization’.
  • Assist in the testing of new enhancements to the system.

The CSS should have:

  • Bachelor’s Degree (finance or information systems preferred).
  • Familiarity with Institutional Investment Asset Allocation and Performance Reporting.
  • Strong communication and problem-solving skills.
  • Strong Windows and EXCEL skills.

Exceptional candidates would:

  • Have experience with Investment Metrics' PARis platform.
  • Have experience in the performance reporting of investment consultants or wealth managers.
  • Have prior customer support experience with software for the Finance Industry.
  • Have prior account management or training experience.
  • Have experience with ZOHO.

Location CHICAGO, IL, UNITED STATES
Interested? Please send your resume to hr@invmetrics.com.

Sales Director     Darien, CT

Investment Metrics provides a full suite of performance analytics and reporting solutions to institutional consultants, plan sponsors, asset managers and private wealth advisors. Built by institutional investment consultants, the company’s products and services are utilized by industry leaders across asset allocators and asset managers such as Aon Hewitt, Graystone Consulting/Morgan Stanley, RVK, Segal Marco Advisors, Wells Fargo, T. Rowe Price and JO Hambro Capital Management. In aggregate, the Investment Metrics platform enables performance analytics and client reporting across $7 trillion of assets under advisement for over 2,500 institutional plans.

Duties and Responsibilities

  • Own and achieve an annual sales target.
  • Manage entire sales process, including: prospecting, lead qualification, engagement of senior decision makers within prospects, demonstrating product capabilities and closing.
  • Develop a thorough understanding of IM product suite, use cases and how to position with prospective clients.
  • Consistently document all sales activity via CRM.
  • Develop strategic client and prospect plans to facilitate sales effectiveness.
  • Conduct pipeline review and future revenue forecast with leadership team on a regular basis.
  • Build strong relationships with C-level executives and other members of senior management within prospect organizations.
  • Constant analysis of competitive landscape, customer insights, and market trends.
  • Develop strong internal relationships with the ability to engage resources, when appropriate, throughout the sales process.
  • Collaborate with executive team to help create a sales culture.

Qualifications

  • Demonstrated success selling complex products into financial services industry.
  • 8-10 years of software sales experience.
  • Track record of success in closing new business and strategically growing existing client relationships.
  • Experience successfully managing a complex enterprise sales process with multiple stakeholders, working with executive, business, and technical leaders.
  • Understanding of the investment management industry with an emphasis on portfolio analytics, reporting, and monitoring solutions.
  • Ability to understand and maneuver inside a politically sensitive organization.
  • Strong commercial awareness.
  • Proven ability to be successful in a small company.
  • Strong, self-starting, driven attitude towards business growth.
  • Strong written and verbal communication skills.
  • Ability to travel within a US territory to meet prospects and clients.

Location DARIEN, CT, UNITED STATES
Interested? Please send your resume to hr@invmetrics.com.