Posted about 3 years ago

Omega Point is a rapidly growing FinTech firm seeking to empower the institutional investment community with a modern, factor-based portfolio analytics decision-making system. The Omega Point platform guides over $1T in assets under management and provides the opportunity to work with CIOs, COOs, portfolio managers, analysts, risk managers, and quantitative researchers across the world's top fundamental asset managers, hedge funds, and institutional allocators.

Omega Point's cloud based software platform, paired alongside partnerships with some of the largest financial data companies globally, ensures fast, painless integration and seamless fit across the widest range of investment processes. We enable a variety of portfolio analytics and portfolio construction workflows, including research prioritization, position sizing, risk management, hedging, and thematic investing.

The firm is headquartered in San Francisco with offices in New York and Quebec City.

Omega Point offers you...

• A competitive salary and benefits package
• Flexibility to telecommute (and not only during the pandemic)...
• ...or come and work at the Quebec City, New York, or San Francisco offices.
• A pleasant environment with a talented team
• One or two summits per year where you can meet the whole team in person and do team building activities. Some of the latest destinations: Miami Beach, Austin (Texas), San Francisco

Omega Point embraces diversity and equal opportunity in a serious way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be.

The Omega Point family is rapidly growing and we are looking to continue expanding our reach with client-facing roles within the Customer Success team. As a Customer Success Associate, you are an inquisitive and experienced problem solver, with an entrepreneurial mindset. You are passionate about customer interactions and strive to contribute to an organization designed to make our clients successful by utilizing innovative technology, quantitative processes, and unique data to enhance the workflows of investment management professionals.

You will work to develop and deepen client relationships, manage existing accounts, and drive revenue growth with within the Omega Point client base. Through a consultative approach, the Customer Success Associate will be a trusted advisor to our clients and will identify growth opportunities by understanding our clients' unique needs, challenges, and goals. The Customer Success Associate will be responsible for expertly communicating Omega Point's value proposition to investment managers with the goal of maximizing client retention, driving product upsell, and ultimately ensuring Omega Point becomes an integral part of the client's investment process.

• Leverage the strong relationships in highly complex organizations to ensure account retention and revenue growth
• Build and execute on account plans and facilitate frequent business reviews with client stakeholders
• Assist and manage customer success initiatives focused on customer onboarding, activation, and retention
• Facilitate client trainings and act as a support contact for clients
• Collaborate with the Product team to ensure client feedback is aligned with product development priorities
• Work collaboratively with Omega Point executives, managers, and team members to help nurture our results-driven, team-oriented environment

• Bachelors degree (focus in economics, statistics, mathematics, or related field preferred)
• Understanding of the finance / investment management industry
• Experience in an account management and/or client-facing role, ideally at a FinTech or Financial Services firm
• Ability to network within the Hedge Fund/ Asset Management/ Financial Services/ FinTech industries to develop relationships with client influencers (such as PB Consulting groups, Delta 1 desks, and other FinTech companies)
• Effective communication and project management skills
• High attention to detail
• Empathy for the client and keen ability to foster deep relationships
• Motivation to take initiative and work both independently and in a team environment

• Familiarity with factor risk models and quantitative research practices is a plus
• Experience with APIs
• Experience with Python or other programming language
• Progress towards or desire to attain CFA or related designation