About this role
Client Success Manager - Technology at Dynasty Financial Partners, LLC. Location: St Petersburg, Florida, United States. Role: managing relationships, driving adoption, leading implementations Requirements: 5+ years experience in fintech/wealth management, bachelor’s or equivalent, CRM/financial platform administration (Salesforce, Black Diamond, Addepar, eMoney, MoneyGuide), Microsoft 365 skills including Excel, Power Automate, Power Apps, SharePoint, strong communication and client consulting ability. Category: Customer Service Seniority: Senior Level Tools: Salesforce, Black Diamond, Addepar, eMoney, MoneyGuide, Microsoft 365, Microsoft Excel, Microsoft Power Automate, Microsoft Power Apps, Microsoft SharePoint Commitment: Full Time Workplace: Onsite Languages: English