Enterprise Customer Success Analyst, Contract

Broadridge

. Build trusted relationships with enterprise program administrators and key stakeholders .

Posted 10/22/2026full-timeRemote • United States, CanadaMid-LevelSenior💰 $30 - $40 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, project coordination, and service delivery within a SaaS or technology environment. Proficient in translating client feedback into actionable strategies and delivering training to enhance user engagement and outcomes.

Highest-signal resume keywords

Customer Success ManagementProject CoordinationSaaS ExperienceDigital Marketing PlatformsStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client OnboardingPerformance ReportingTroubleshootingIssue InvestigationJira Ticket CreationSalesforce Case ManagementAnalytical ThinkingProcess ImprovementDocumentation DisciplineTraining Delivery

Soft Skills

Strong Attention to DetailProblem-Solving SkillsAbility to Work IndependentlyPresentation SkillsCross-Functional Collaboration

Tools & Technologies

SalesforceJiraDigital Marketing PlatformsFinancial Services TechnologyWealth Technology

Industry Keywords

Customer-Facing RoleAccount ManagementClient ServicesImplementationWealth Management

About the role

Key responsibilities & impact

Build trusted relationships with enterprise program administrators and key stakeholders
Lead client meetings and program reviews with agendas, insights, recommendations, and documented follow-through
Translate usage metrics, performance reporting, and client feedback into strategies that improve adoption, engagement, and outcomes
Plan and coordinate service delivery aligned with client priorities and operational commitments
Partner with Sales and internal teams to demonstrate platform and support-service value and identify expansion opportunities
Serve as a central point of contact for client inquiries, service incidents, and technical escalations
Manage inquiries through Salesforce case management and maintain accurate records and timely updates
Investigate issues by reviewing configurations and workflows, testing scenarios, and reproducing reported behavior
Distinguish product defects from configuration issues, expected functionality, and training needs
Create actionable Jira tickets with reproduction steps, expected and actual results, evidence, and business impact
Partner with Support, Product, and Engineering to progress issues and confirm resolutions
Identify recurring issues and introduce proactive support, education, and process improvements
Deliver live training for home-office administrators and end users
Explain platform functionality and website, email, and social media marketing concepts
Maintain client documentation, stakeholder information, program details, meeting notes, and action plans
Lead cross-functional initiatives or projects and improve service delivery, documentation, training, and client experience

Requirements

What you’ll need

Bachelor’s degree preferred, or equivalent combination of education and relevant work experience
5+ years of experience in Customer Success, Account Coordination, Account Management support, Client Services, Implementation, or a similar customer-facing role
Experience supporting a book of business in a SaaS, technology, digital marketing, or financial services environment
Experience coordinating client onboarding, training, implementation, or ongoing account support activities
Experience working cross-functionally with Sales, Delivery, Support, and other internal teams
Experience with digital marketing platforms, financial services technology, wealth technology, or compliance-related solutions is an asset
Experience supporting clients in the wealth management, advisor, or home office space is strongly preferred
Strong communication and presentation skills
Strong troubleshooting and problem-solving skills
Strong project coordination and follow-through
Ability to assess issue severity, prioritize effectively, and manage multiple workstreams at once
Strong attention to detail and documentation discipline
Ability to work independently with minimal oversight
Strong analytical thinking and ability to identify trends, risks, and process improvement opportunities

Benefits

Comp & perks

Remote/home-office work arrangement
Inclusive and collaborative workplace
Equal employment opportunities
Reasonable accommodations during the application and hiring process