Strategic Customer Success Manager - Asset Management
location_on4001, Roseland Avenue, Roseland Neighborhood, Dallas, Dallas County, Texas, 75204, United States
Job Description
About Responsive
Responsive, formerly RFPIO, is the market leader in a growing category of SaaS solutions called Strategic Response Management. More than 2,000 customers, including Google, Microsoft, Blackrock, T.Rowe Price, Adobe, Amazon, Visa and Zoom, are using the Responsive platform to manage business critical responses – including bids, questionnaires, assessments, and trust centers – that impact nearly half of a company's revenue. More than 35% of cloud SaaS leaders and more than 20 of the Fortune 100 standardize on Responsive, and the company has been voted “best in class"best in class"by G2 for 24 quarters straight. Customers have used Responsive to close more than $750 B750 B in transactions to date. To learn more, visit responsive.io.
About the Role
Customer Success enables customers to achieve their business outcomes by serving as trusted advisors focused on increasing adoption, reducing risk, and preventing churn. The Customer Success Manager (CSM), Strategic – Asset Management is a critical role in our organization, owning relationships with Responsive’s clients in Asset Management to build trust, demonstrate value, and ensure that our platform enables firms to streamline RFP, DDQ, and investor questionnaire processes using Responsive automation and AI to accelerate cycle times and improve accuracy.
As the primary point of contact for our customers, the Strategic CSM must navigate the complexities of institutional asset managers, private equity, hedge funds, and wealth management firms. The CSM brings a strong understanding of investment management operations, regulatory requirements, client reporting demands, key integration points with third parties, ensuring Responsive is seen as a trusted partner across the client lifecycle.
Remote Work
REMOTE IN CST/EST TIMEZONES
Work location
Work model: Remote
4001, Roseland Avenue, Roseland Neighborhood, Dallas, Dallas County, Texas, 75204, United States
Dallas, Texas
Key Responsibilities
- check_circleManage customer relationships and expectations for asset management clients
- check_circlePartner with proposal and compliance leaders to streamline RFP processes
- check_circleDrive adoption of automation and collaboration tools to expand team capacity and throughput
- check_circleLeverage analytics to quantify efficiency gains and demonstrate measurable ROI and cost savings
- check_circleUnify fragmented repositories into a single governed knowledge hub
- check_circleLead enablement on AI search and library management workflows
- check_circleAct as a strategic advisor to senior stakeholders
- check_circleIdentify and mitigate risk of churn or downgrade
- check_circleOwn the full renewal process and contract alignment
- check_circleDevelop mutual success plans aligning platform with client goals
- check_circleMap end-to-end workflows to implement optimized templates and governance
Requirements
- verifiedDeep understanding of asset management workflows including compliance, due diligence, client reporting, and institutional sales processes
- verifiedExperience with governance needs
- verifiedAccount mapping and stakeholder engagement across investment, compliance, operations, technology, and family office executives