Client Success Manager
3 weeks ago
- Develop a deep understanding of our clients’ organizational structure, understand each team/user’s needs, and their workflow, and support where needed
- Identify key contacts at existing clients and maintain a strong need and relationships for Preqin to secure future retention
- Identify potential users to increase usage within the clients’ organization to grow the value of Preqin by on-going engagements such as customized training and day-to-day support
- Identify clients at risk, ensuring urgent client issues are resolved in a timely manner and turn the risks into safe renewal opportunities
- Effectively communicate the status, risks and opportunities within the existing clients with the Sales team
- Proactively communicate client feedback on data, product and the industry with the relevant departments within Preqin
- Go the extra mile to provide excellent client support to maintain a positive reputation and impact for the business
- Curiosity for learning, willingness to develop customer support skills to advance to the future Sales account management role
- Must have a “Client-first” attitude
- Prior experience in Client Success or Client Service within the financial data vending industry (is a bonus)
- Organized, detail-oriented with the ability to prioritize and respond quickly
- Highly proficient in MS Office Suite and CRM systems. Experience with Salesforce is preferred
- Working knowledge of the financial market data space, alternative assets, and financial services industries
- Bachelor’s Degree in Finance, Business or related field required
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Client Success Manager
1 week ago
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Customer Success
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