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Client Success Manager
Preqin Chicago, IL
$95k-131k (estimate)
Full Time | Business Services 6 Months Ago
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Preqin is Hiring a Client Success Manager Near Chicago, IL

Overview

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.

Responsibilities

  • Lead Onboarding for strategic accounts.
  • Develop a deep understanding of our clients’ organizational structure, each users’ role, and day-to-day function.
  • Act as consultants and problem solvers. CSM’s will 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.
  • Discover ongoing opportunities to weave in Preqin’s products/services into our clients’ daily workflow.
  • Ensure subscriptions are configured and optimized with appropriate alerts, saved searches, target lists etc.
  • Grow customer lifetime value by proactively engaging clients and serving as their advocate internally.
  • Nurture relationships with strategic accounts; drive ongoing education and continued value of our products and services.
  • Proactively and empathetically engage clients at risk, ensuring urgent client issues are resolved in a timely manner.
  • Discovering trends for churn, optimizing processes for danger accounts moving forward.
  • Collaborate and build relationships with healthy accounts. Discover trends for Success to implement as best practices for similar account types/use cases moving forward. Source client testimonials, referrals, etc.

Qualifications

  • Must have a “Client-first” attitude.
  • Strong interpersonal communication and listening skills; comfortable on phone.
  • Prior experience in Client Success within the financial or SaaS industries (or equivalent history of increasing customer satisfaction, adoption and retention metrics).
  • Must have a can-do and problem-solving mentality. Views existing friction points in the product and customer journey as opportunities for improvement.

Other

Company benefits:

  • 401k with 100% company match up to 10% with a 6-month waiting period
  • Health, Dental, Vision and Life Insurance- on an individual only basis, starting on the first day of the month with a $1 monthly contribution
  • $1,200 annual stipend towards professional development to undertake professional training or to gain qualification relevant to your career progression such as CAIA or CFA
  • 19 days paid annual leave 10 federal holidays (pro rata’d dependent on your start date) 7 sick days
  • Employee referral bonus program
  • Commuter and Transit benefits
  • Parental Family Leave 14 weeks and an additional 4 weeks to be used during first 2 years of child's arrival
  • Growth Space professional development coach 1-on-1
  • Diversity Equity and Inclusion Team
  • Employee Resource Groups (ERGs): Women's Initiative Network, LGBTQ ERG, Mental Health Aids Resource Group, BIPOC Resource Group
  • Employee Book Club with weekly meetings
  • Culture Committee to organize in-person social events

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.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$95k-131k (estimate)

POST DATE

09/26/2022

EXPIRATION DATE

04/03/2023

WEBSITE

preqin.com

HEADQUARTERS

NEW YORK, NY

SIZE

500 - 1,000

FOUNDED

2003

CEO

MARK OHARE

REVENUE

$5M - $10M

INDUSTRY

Business Services

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About Preqin

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. More
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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.

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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.

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Step 3: View the best colleges and universities for Client Success Manager.

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