Client Success Manager

2 days ago


Dubai, United Arab Emirates Preqin Full time

Overview**:The Company**:
Preqin is an award-winning, independent, research company providing data and intelligence to the financial industry. Investment professionals use Preqin’s online products to obtain key information for business-critical decision-making. Preqin’s clients include fund managers, legal firms, institutional investors, financial advisors and placement agents.
Primarily a data company; Preqin is also a fast-moving fintech with a strong growth record and a world-wide staff base. Owned by our founder, directors and employee shareholders, we care passionately about our customers, brand and the employees that make it all happen.

**Team 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.
Responsibilities**:Roles and 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**:Key Requirements for this Role**:

- 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**:
*
Annual budget for professional development qualifications (IMC, CAIA, CFA, languages etc).
- Winter and summer office parties and a company-funded team social budget.
- Preqin contribution towards Employee Workplace Savings Plan (DEWS), OR pension plan for GCC Nationals.
- Medical Insurance

*
Our Company Values: *
At Preqin we’re driven by our values: everything we do is in line with the six guiding principles we have set for ourselves.
- **Quality Data and Solutions, Comprehensive Coverage**:Preqin is the first port of call for alternatives data, research and tools.
- **Customer Centricity**:Our customers are the central focus of Preqin.
- **Objectivity**:Preqin is data led and impartial.
- **Innovation**:Preqin sits at the forefront of the dynamic alternatives industry.
- **Collaboration**: Effective communication is essential to our success.
- **Personal Development**:Our business is built as much on our people as it is on our data and solutions.

**Our Shared Culture**:
Preqin is a fast-growing company, but we are passionate about keeping an entrepreneurial spirit at the heart of everything we do. Our aim is to deliver for our customers, but as one united, progressive, and successful team. Today, our more than 700 people** **globally share six core values. We strive for quality and put our customers first. We are objective, and we innovate, collaborate, and invest in our personal development. We also have fun together. We hold social events, play sports, and celebrate our shared successes.

*
Equal Opportunities: *



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