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Customer Success Manager
Customer Success Manager
Equity Data Science's logo

Customer Success Manager

Shehzarin Lahewala's profile picture
Posted by Shehzarin Lahewala
1 - 2 yrs
Best in industry
Mumbai
Skills
Customer Success
Client Management
Client Servicing

Customer Success Manager


Job Type: Full Time

Job Location: Malad Mumbai

Experience: 1 - 2 Years

Rotational Shift: 02:30 pm to 11:30 pm05:00 am to 02:00 pm08:00 pm to 05:00 am

 

About the Role:

We are looking for a Customer Success associate with strong experience in client management, customer success, support or account management. One should have a strong understanding of investment management workflows and operations, client facing experience and ability to manage multiple projects and work collaboratively.

 

Responsibilities:

  1. Answering day to day client queries and providing creative solutions
  2. Working on large scale project that optimize our clients’ workflows
  3. Training clients on the EDS platform
  4. Helping to improve client documentation, writing help articles, or creating how to videos
  5. Becoming an expert on the EDS platform

 

Desired Skills / Qualifications:

  1. Candidate should possess a Bachelor or master’s degree in finance or Applied Statistics & Analytics.
  2. Experience of working at financial services/technology company((ie FactSet, MSCI, Enfusion, S&P, etc).
  3. Ability to manage multiple projects and work collaboratively.
  4. Should have excellent writing and verbal communication skills.

 

Benefits and Perks:​

  1. Atmosphere of growth and opportunity
  2. Collaborative culture of smart, young and dedicated people
  3. Super modern WeWork office with the cappuccino on tap, ping pong tables, and exciting atmosphere
  4. Other perks and employee benefit


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Shubham Vishwakarma

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About Equity Data Science

Founded :
2017
Type :
Products & Services
Size :
20-100
Stage :
Raised funding

About

EDS helps many of the world’s leading hedge funds and asset managers to make smarter investment decisions. We do this by harnessing public and private data on a modern, efficient and actionable user interface to serve best-in-class analytics and insights that accelerate superior investment ideas, research management and decision-making.


Our platform was created and road tested with the support of several top investment funds from 2012 before being made commercially available to the industry in 2017. We now employ a team of more than 70 former portfolio managers, data scientists, analysts and engineers, with the goal of making the investment process simple, efficient and insightful.

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Candid answers by the company

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EDS supports leading hedge funds and asset managers in making smarter investment decisions. By combining public and private data on a modern, user-friendly interface, we deliver top-tier analytics and insights that drive better investment ideas, research management, and decision-making. Our platform, developed with input from top investment funds since 2012, became commercially available in 2017. Today, our team of over 70 former portfolio managers, data scientists, analysts, and engineers is dedicated to simplifying and enhancing the investment process.

Product showcase

Idea Generation's logo
Idea Generation
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Make the most of the intelligence you access – search, aggregate, prioritize, rank, codify and analyze in one platform, across all global securities. Measure and iterate idea generation to improve conviction and ensure the best ideas make it into the portfolio.
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Research Management System's logo
Research Management System
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Only EDS offers a Research Management System (RMS) that combines real-time quantitative and qualitative data, both internal and external, into one platform. It empowers you to make quicker, more informed investment decisions backed by actionable insights.
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Portfolio Construction's logo
Portfolio Construction
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With EDS, your best ideas always make it into the portfolio, and are sized correctly, as it is based 100% on your intelligence and unique investment vision. Capitalize on opportunities and mitigate risk with actionable insights front and center.
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Risk Management's logo
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Integrate risk within your investment process to better understand what you’re buying, what you’re exposed to, and where your alpha is coming from.
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Performance Attribution
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Drive better investment decisions with an integrated approach to attribution, harnessing all performance metrics to generate meaningful insights, understand your strengths and know your blindspots.
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ESG solution
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Quantify your ESG intuition with integrated ESG intelligence, alongside all inputs, with configurable dashboards contextualizing all data that drives investment decisions.
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