Customer Success Executive managing key accounts in alternative asset management. Engaging clients and driving product adoption while collaborating with the internal sales team.
Responsibilities
Engage directly with clients throughout their subscription term, building rapport and trust
Build deep understanding of client workflows, priorities and success metrics, translating them into actionable success plans
Provide tailored onboarding and training product demonstrations
Become a key contact for any product related queries
Proactively drive product adoption, using data and insights to identify trends, risks and opportunities
Strategically identify, explore and push through upsell/cross-sell opportunities
Report all feedback to Account Managers and in CRM systems, while collaborating with Product to inform roadmap priorities
Requirements
Strong verbal and written communication skills, able to build rapport with senior and technical stakeholders
Ability to manage complex accounts with multiple use cases while maintaining attention to detail
Confidence with presenting to groups and facilitating training sessions (both in-person and virtual)
Data-driven approach, confidence in manipulating multiple sources of usage data to inform strategy
Commercially minded with the ability to understand client needs and link them to product solutions
Experience in Financial services/Asset Management is a plus but not required
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