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We are seeking a highly motivated Client Success Manager (CSM) with a passion for customers and an interest in fintech/alternative investments.
The CSM role sits between our client facing teams and our clients’ organization. This individual will serve as the Client Advocate for Preqin’s strategic and high growth accounts. CSMs will prioritize our customers’ success above all else, own our accounts’ health, and work cross-functionally with all client-facing teams.
The CSM will also have a thorough understanding of Preqin’s products and services and identify upsell opportunities for Sales, while nurturing the client relationship. The CSM will effectively engage with contacts across all levels within clients’ organizations and thus develop a deep knowledge of their accounts, their clients’ industry/sector and business needs. As Preqin’s products and services grow, CSM’s will 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.
Company benefits:
Our culture and values:
At Preqin, we’re aligned around common values – our shared beliefs that shape Preqin’s corporate culture:
Be customer-obsessed We exist for our customers. We listen to them and understand their challenges. We design best-in-class data solutions for their success. Act with integrity We build trust through honesty and transparency. We’re committed to doing the right thing for our customers, our company, and each other. Own your success We’re a high-performance team. We challenge and champion each other in our pursuit of excellence. We never stop learning and strive to become experts in our fields. Think forward We lead the industry through innovation. We foster collaboration and creativity to solve our clients’ next challenge and give them a competitive advantage. Make an impact We drive positive change as individuals, and as a company. We’re passionate about creating a better tomorrow for our industry and our communities.
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. Preqin is committed to offering an inclusive and accessible experience for all job seekers, so everyone has the opportunity to be successful. If you need a reasonable accommodation during the application process due to a disability, please let the Preqin recruiter know at the start of the application process. Reasonable accommodations are modifications or adjustments to the application or hiring process that would enable you to fully participate in that process.
Full Time
Business Services
$95k-131k (estimate)
09/26/2022
04/03/2023
preqin.com
NEW YORK, NY
500 - 1,000
2003
MARK OHARE
$5M - $10M
Business Services
Preqin is the Home of Alternatives, foremost provider of data, analytics and insights to the alternative assets community. From pioneering rigorous methods of data collection to developing a revolutionary platform, we have committed ourselves to furthering the understanding of alternatives for over 17 years. Through close partnership with our clients, we continuously build innovative tools and mine new intelligence to enable them to make the best decisions every day. Today, more than 100,000 industry operators use our products, ranging from fund managers and investors to service providers and ...commentators. We are the only data and insights provider to cover the whole of the alternatives industry, spanning private equity & venture capital, hedge funds, private debt, real estate, infrastructure and natural resources. Our flagship platform is Preqin Pro, the largest and most versatile data and analytics source for alternatives. We also produce market-leading research reports, as well as tools for analytics, portfolio management, and due diligence to help fund managers and allocators to make the best possible investment decisions.
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The following is the career advancement route for Client Success Manager positions, which can be used as a reference in future career path planning. As a Client Success Manager, it can be promoted into senior positions as a Customer Success Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Success Manager. You can explore the career advancement for a Client Success Manager below and select your interested title to get hiring information.
If you are interested in becoming a Client Success Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Success Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Success Manager job description and responsibilities
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Success Manager jobs
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Step 3: View the best colleges and universities for Client Success Manager.