Sales and Client Success

At Formidium, the Sales and Client Success team is responsible for driving revenue growth and ensuring client satisfaction. This team leads business development initiatives, engages with potential clients to promote Formidium’s fund administration and technology services, and maintains strong relationships with existing clients to maximize their success and retention. They work collaboratively to offer tailored solutions, resolve any client issues, and continuously improve the client experience across all services and platforms, such as Seamless, CommonSubDoc, and Marketplace.