Customer Success Manager

Department: Sales

Employment Type: Permanent - Full Time

Location: New York

Reporting To: AVP, Customer Success - Global Accounts - Sales

Description

Job overview

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.

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

• A “client-first” attitude is essential.
• 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?

About Us

You will be joining the world’s leading data and insights provider for the alternative assets market. We empower the global financial community with critical information and leading analytics solutions to help them make faster and smarter investment decisions, and to make them with confidence. A forward-thinking company, we lead our industry through innovation. We trust in the power of data, and we use it to increase transparency in alternatives. We believe that access to information leads to more investment in the ideas and infrastructure that build strong communities.

Our Culture

We centre our culture in our teams members growth, sparking their curiosity and fuelling their career adventures. We celebrate and recognise contribution, high performance and strong collaborative behaviours. We’re building and growing our learning programs, frameworks and tools to help people thrive and it's an exciting time to join us. We support our internal communities and donate our time, knowledge and support to the communities that surround our offices globally.

Equal opportunities

Preqin is an equal opportunity employer, with diversity at the heart of our business. It is the policy of Preqin to ensure equal employment and consider all qualified applicants without regard to race, colour, religion, sex, sexual orientation, marital status, gender identity or expression, national origin, age, disability, pregnancy, veteran status, genetic information, socioeconomic status, political affiliation, or any other basis prohibited by applicable law.