Customer Success Manager

August 21

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Preqin

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Private Equity • Real Estate • Hedge Funds • Infrastructure Funds • Alternative Assets

1001 - 5000

Description

• 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.

Requirements

• 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.