Omega Point

Who We Are

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 $500 billion 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.

Enhanced by the latest advancements in machine learning and AI, Omega Point’s cloud 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.

Who You Are

The Omega Point family is rapidly growing and we are looking to continue expanding our reach within our Customer Success team. As the Director of Customer Success, you are an inquisitive and experienced problem solver, with an entrepreneurial mindset. You are passionate about customer interactions and strive to build 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 set the example for customer success within the organization by implementing CS best practices, innovative tooling, and strategic hiring to maximize client retention, drive product upsell, and ultimately ensure Omega Point becomes an integral part of the client’s investment process. You will work directly with clients to understand the obstacles they face in their day-to-day functions and act as the bridge between them and the internal Product/Data teams to further develop our ecosystem. The tools within the Omega Point platform will be your launchpad to find creative solutions to client problems and leverage a consultative approach to build client and partner relationships.

You Will...

  • Focus on customer success as it relates to revenue growth (renewals & upsell)
  • Create and implement a customer success strategy focused on customer onboarding, activation, and retention
  • Design KPIs and key results to measure progress towards strategic customer success goals
  • Build deep product and industry knowledge
  • 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

You Have...

  • 5+ years of experience working as a leader within a Customer Success organization, ideally at a FinTech / SaaS company
  • Experience using technology and tooling to manage customer success KPIs/OKRs (ex. Salesforce, Asana, Intercom, etc)
  • 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

You Might Also Have...

  • Experience in the finance / investment management industry
  • Familiarity with factor risk models or equities data is a plus
  • Experience in professional services, sales and/or marketing roles