As a Client Success Manager (CSM), you will play an important role between our client’s organization and our client-facing teams, serving as the Client Advocate for Preqin’s strategic and high-growth accounts. You will prioritize our clients' success above all else, own our accounts’ health, and work cross-functionally with all client-facing teams.
Department
Sales
Employment Type
Permanent - Full Time
Location
London
Workplace type
Hybrid
Reporting To
Director, Customer Success - Global Accounts - Sales
What you’ll be doing:
* Lead Onboarding for strategic accounts and ensure subscriptions are configured and optimized with appropriate alerts, saved searches, target lists, etc.
* Develop a thorough understanding of Preqin’s products and services and identify upsell opportunities for our Sales team, while nurturing the client relationship.
* Engage key stakeholders across all levels within clients’ organizations and deep understanding of our clients’ organizational structure, each user’s role, and day-to-day function and business needs.
* Be recognized as a consultant and problem solver - go the extra mile to understand the pain points in our users’ existing workflow then strategize and train clients on how to reach solutions and desired outcomes by using Preqin products.
* Continually work to build interest within our user base, increase customer usage and engagement, identify upsell opportunities for the sales team, and ensure that our clients are maximizing value and continuously growing with us.
* Proactively and empathetically engage clients at risk, ensuring urgent client issues are resolved promptly, and discover trends for churn, optimizing processes for danger accounts moving forward.
What you’ll bring to us:
* Proficient in French at a business level
* Experience in Client Success within SaaS or Financial sectors.
* Strength in building relationships and positive collaboration with clients.
* Ability to increase client satisfaction, adoption and retention metrics.
* Professional and engaging manner with excellent interpersonal communication skills, and the ability to lead meetings.
* Experience with issue resolution and a positive mindset to view challenges in the product and customer journey as opportunities for improvement.
Why join us?