City Hive Careers

Door is a fast-growing fintech firm that operates in the global asset management and wealth management industry. We work with asset managers and asset allocators in 38 countries.

As technology, wealth and asset management converge, Door brings asset allocators and asset managers together to empower and improve engagement across the investment industry. Door streamlines information exchange through a global, data-enabled network which benefits all stakeholders. 

We help create transparency, support sustainability, improve operational rigour and enable personalisation at scale. We help address the seismic shifts of digitisation, sustainability and data-led sales and marketing. 

Door started with a known inefficiency in due diligence. We reduce the current broken system of bilateral exchange of information between all industry stakeholders. Our goal is to make the exchange more efficient and beneficial, reduce risks and open possibilities for the industry to do more.  

• We deliver transparency
• We value diversity
• We are collaborative with both colleagues and clients
• We support sustainability
• We are down to earth and easy to deal with 

The role

The Client Success Manager will interface directly with manager research teams to get them started on the Door platform and continue to request and review fund due diligence information on Door.  They will provide orientation to new users of the platform, demonstrate functionality, provide guidance on best practice and gather feedback to provide input for continuous improvement of the platform. This is a client-facing role – the majority of interaction will be via phone/video but some travel to client offices may be required both in the UK and abroad.
 

Key Responsibilities

• Help grow and retain Door’s community of manager research team users
• Analyse DDQ and fund data to optimise implementation for varying fund investors
• Collaborate within Door’s global client-facing team ensuring a great experience for fund investor clients on Door
• Manage and foster relationships
• Execute a strategy to grow adoption of Door across the UCITS and ETF Platforms 
• Work with tech and client teams to creatively solve problems that arise from users 
• Implement an ongoing communications plan for manager research teams

Required Qualifications

• Minimum of 2 years of related experience 
• Strong project management skills – ability to translate client requirements into tangible actions, building clear plans and charting progress of clients
• Excellent communication and interpersonal skills – confident in building lasting relationships with internal and external stakeholders, liaising with all levels of authority, navigating cultural and user case differences
• Strong negotiation skills to influence and persuade clients to achieve best results and retain their service
• Self-starting and motivated to improve processes for both the clients and internally, challenging the status quo
• Problem-solver with a pragmatic attitude to identify clear routes and processes to yield results
• Humble, team player that is flexible to support colleagues and work on other initiatives to help drive Door’s strategic goals

Preferred Qualifications

• Working knowledge of the asset/wealth management due diligence lifecycle 
• Experience at an asset manager in RFP/information fulfillment including working knowledge of RFP software
• Knowledge/experience of fund research

Benefits

• Flexible and innovative work environment
• Travel
• Exposure to a range of client roles and industry events
• Company pension 
• Fast growth opportunities