Senior Associate, Account Management （Private Equity Client

1 day ago

hong kong, Hong Kong SAR China Third Bridge Group Limited Full time

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Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world’s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+ employees located across 11 offices.

Position Overview

As an Account Associate, you will play a vital role in driving engagement with clients across Third Bridge’s Connections and Forum offerings. You will proactively contact investment professionals and/or consultants within our client base on a day-to-day basis, building rapport and credibility to drive end-users towards our services. Your work will be pivotal in guaranteeing the retention and growth of our account base.

Responsibilities

In this role you will:

  • Support Account Managers on renewals and cross-sell opportunities by working closely with them to execute on territory and account plans to achieve strategic goals.
  • Identify and engage inactive or potentially new users across priority accounts to increase utilization of Third Bridge offerings.
  • Reiterate the value proposition of Third Bridge’s services to drive usage and help embed our products in the daily workflows of end users.
  • Maintain constant dialogue with clients to understand their research processes and gather feedback on Third Bridge’s services.
  • Support clients by offering training and demo sessions on how to use Third Bridge’s services.
  • Maintain and update team structures, client user preferences, client investment coverage sectors and geographies, and pertinent account and contact data in our systems, ensuring tailored content and service delivery to exceed client expectations.
  • Develop an awareness of client buying processes and Third Bridge sales and renewal processes to support revenue generation.
  • Collaborate with internal stakeholders - legal, marketing, research, sales, and product teams, to ensure client requests are executed quickly and effectively.
  • Attend internal and external meetings punctually and well-prepared.
  • Address and/or triage inbound client questions and requests; assess solutions and next steps alongside the Account Manager and execute the agreed approach.
Qualifications Skills
  • A client service-focused mindset.
  • Proven experience in building and maintaining relationships by phone and face-to-face would be beneficial.
  • Excellent organization, written, and oral/presentation skills.
  • Collaborative approach in solving problems.
Qualifications
  • Bachelor’s degree.
  • 1-2 years of account management experience and/or client support experience, preferably in a similar industry.
  • Highly motivated with a track record of consistent achievement of quota(s) for at least 1 year.
  • Effectively leverages internal resources, tools, and systems daily.
  • Experience applying industry and product knowledge in written and verbal client communications.
  • Successful past adoption and effective use of internal workflows, processes, and technologies to accomplish work objectives.
  • Strong communication, active listening, interpersonal and presentation skills.
  • Intellectual curiosity and a passion for learning.
  • Easy adaptability to changing, ambiguous, and fast-paced environments.
  • Strong time management skills with the ability to multi-task and prioritize work.
  • Familiarity with Salesforce.com as well as Microsoft Office and G-Suite tools.
Additional Information

How will you be rewarded?

  • Vacation: 15 days (which increases to 20 days after 2 years of service).
  • Learning: personal development allowance of HKD 8,250 per year, which can be used for any learning programs you feel would be beneficial for you.
  • Health and wellbeing: private medical insurance, Modern Health to focus on mental health. Supplementary housing allowance.
  • Future and family: pension scheme and vitality private medical insurance.
  • Flexibility: work from anywhere for one month per year, 2 annual volunteer days, 2 personal days when life throws you a curveball and 'Summer Fridays'.
  • Rewards: get points through our colleague-to-colleague recognition program to spend on hotels, gift cards, donations to charity, and more.
  • Social: weekly optional social gatherings, daily breakfast and snacks, social events.

The successful candidate must, by the start of the employment, have permission to work in the country they are applying.

We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway and we will be happy to consider your application.

Seniority level

Associate

Employment type

Full-time

Job function

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