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Product

The platform with all the tools you need to manage meetings, confidential information, and communication across your enterprise.

Security

Trusted Family employs gold-standard best practices for securing all user information, data, and documents, to put your security at the forefront of our business.

Family Businesses

The Trusted Family platform offers all the tools you need to manage meetings, workflows, sensitive information, and communication between family members.

Family Offices

The Trusted Family platform offers all the tools you need to create greater transparency and accountability among your family leaders and next-generation members.

Private Companies

The Trusted Family platform offers all the tools you need to create greater transparency and accountability among your family leaders and next-generation members.

About us

Founded by two next- generation entrepreneurs from European business families, Trusted Family leverages a decade of industry expertise to help multi-generational family…

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August 30, 2021

Americas Client Success Manager

About Us:

Trusted Family is the leading online governance platform and mobile app for family businesses, family offices and boards. The company was founded more than twelve years ago by two next-generation members from Belgian Business Families. The platform has over 5,000 unique monthly users from leading family businesses and family offices in 25 countries.

Position:

You will work closely with our clients throughout the business cycle from onboarding to launch and ongoing client management. You will be responsible for taking a proactive approach to ensuring the success of your clients. You will help clients understand the full potential of our software and act as a liaison between the clients and the development team.

You will be the product expert and chief product evangelist!

Responsibilities:

  • Work with the business development team to understand the family business and office structure, goals and objectives, primary use cases for the technology and metrics for success.
  • Provide rapid, patient and detailed responses to customer requests for technical support.
  • Creatively adapt technological needs of clients to meet the technological capabilities of our system.
  • Meet with clients on a regular basis and provide advice and assistance with their ongoing projects.
  • Provide ongoing training to client admins and others as needed and help to build training materials.
  • Lead on-boarding workshops.
  • Record meeting minutes and assure follow through on the part of TF and Client.
  • Monitor and ensure service utilization and engagement.
  • Help clients understand the full potential of our product and act as a liaison between the client and the development team.
  • Deliver best practice advice on shareholder and board communication, governance, education and other areas that the Trusted family platform will be supporting.

Your profile

  • You have excellent interpersonal and communication skills
  • You are passionate about technology and can communicate technical concepts to clients regardless of their level of technical expertise.
  • You are a resourceful and proactive problem solver.
  • You are an active listener with strong interpersonal skills.
  • You have a talent for managing expectations with diplomacy.
  • You have excellent written and verbal communication skills in English.
  • You have a proven ability to multitask and prioritize projects.
  • You pay great attention to detail and have a high standard for the quality of work you deliver.
  • You are a self-starter with excellent time management skills, capable of working autonomously.
  • Experience in family business, family office or private wealth is required

Qualifications

  • 1-3 years of experience in a client-facing role is preferred.
  • Experience in Family Business or Family Office preferred.
  • Bachelor’s degree or more.

What we offer

  • The opportunity to help shape a growing company and collaborate with a dynamic, international and entrepreneurial team.
  • Traveling for face-to-face meetings with clients and partners; attending international events and conferences.
  • The freedom to organize your work independently with flexibility.
  • The opportunity to work remotely.

How to apply:

Send your CV and cover letter to elvira.orza@trustedfamily.net or

Apply now