Customer Success Director

Job Details

Posted on: 
February 12, 2024
Job ID:

About the Company

ALLSTARSIT is an international outstaffing service provider that helps businesses recruit, pay, insure, and support top global talent with payroll, benefits, and more. The company specializes in software development services for clients across diverse industries such as cybersecurity, healthcare, fintech, telecommunications, media, and more.

ALLSTARSIT operates development hubs across Central and Eastern Europe, Israel, the UAE, India, the Philippines, and LATAM, with headquarters in San Francisco, US. The company has over 1,000 talented software engineers and tech specialists across all locations.

About the Project

Our client has been successfully building and modernizing wealth management software for over 30 years. Theyare the go-to solution for many financial services firms that want to stay competitive in an intriguingly digital world. To date, more than 25,000 financial advisors and 1.5 million investors in 12 countries have converted to their money-managed platform. Why? Because they have the technology to streamline portfolio management, drive efficiencies and improve productivity.

Our client value talent and ideas. This means their teams have the freedom to do things they know would be great and meaningful for clients and for the company. Therefore, they’re looking for people who are creative, get excited by new opportunities to learn and grow and feel at home by an organization that supports them.




Years on the market


Team size and structure

Current technology stack

Required skills:

  • Bachelor’s degree or a combination of education and experience in Engineering, Information Systems, or Business Administration.
  • 5 years of financial industry experience, including four or more years in Account Management, Customer Success role or similar
  • Knowledge of relevant aspects of the IT industry is required
  • Advanced English level
  • Proven sales experience and track record of meeting or exceeding sales targets
  • Strong communication skills, both written and oral
  • Positive, client- and service-oriented personality
  • Business knowledge of Wealth Management Systems and Mutual Fund trading
  • Ability to thrive in a fast-paced, results-oriented environment
  • Comfortable working independently
  • Passion for excellence
  • Consultative selling skills
  • Gift of persuasion and negotiation skills
  • Effective collaborator – able to bring in other selling/solution resources to engage a client while knowing when to lead and when to empower others
  • Motivated to hunt for new opportunities and expand client relationships

Scope of work:

Client relationships are our top priority. We’re looking for a dedicated and personable CSD to ensure the needs of our customers are met, create long-term, trusting relationships with our customers, develop a new business from existing clients and actively seek new sales opportunities.

The ideal candidate is a self-motivated and strategic thinker who loves to help solve problems. You thrive in a fast-paced setting and aren't afraid to wear a few hats and try new things. You are a person who understands the value of accountability and likes to be part of a team.


  • Serves as the main point of contact in all matters related to client concerns and needs.
  • Build and strengthen client relationships to achieve long-term partnerships.
  • Work with sales and other internal teams to develop strategic account plans and ensure KPIs are being met.
  • Use sales techniques, processes and methodology to effectively manage accounts and up-selling opportunities
  • Actively sells additional services to existing clients and new business leads
  • Work with sales and other internal teams to develop strategic account plans and ensure KPIs are being met.
  • Develop a thorough understanding of our products and service offerings to better upsell and cross-sell to clients.
  • Maintain accurate client records, keeping track of any contract updates and renewals.
  • Analyze customer data to improve customer experience
  • Maintain a detailed understanding of products and services, assist customers with questions and suggest the best products for their needs Ensure visibility of program and customer health both internally and with customer teams
  • Use sales techniques, processes and methodology to effectively manage accounts and up-selling opportunities


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