Cognitive Credit

Fundamental credit data and analytics to help you form your own credit view, faster.

Client Success Manager

Customer Success ManagerCustomer SuccessFull TimeRemoteTeam 11-50Since 2017H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

87 days ago

Salary

Not specified

Bachelor DegreeEnglish

Job Description

• Own a portfolio of clients across Asset Management, Hedge Funds & Investment Banks from onboarding to renewal, with targets and KPIs for retention, engagement, and cross selling/upselling • Own and nurture decision maker relationships ranging across Head of Fixed Income, Head of Research and Senior Partner/ PM profiles • Own client communication and resolve inquiries and escalations with autonomy • Own and run business reviews (EBR’s) and other strategic meetings with clients • Manage onboarding and some application training; conduct client demonstration sessions designed to address the individual needs of the user with a consultative approach to drive engagement • Work collaboratively with senior management to strategise account retention and growth opportunities • Uncover and mitigate any risk that threatens clients’ growth, satisfaction, or renewal; develop and execute risk mitigation plans • Transform clients into evangelists to take part in fireside chats and case studies • Be the voice of your clients internally, driving product improvements and contribute to process creation and improvements • Be comfortable with engaging a broad set of stakeholders across the client lifecycle

Job Requirements

  • Experience working in high growth client facing teams with P&L targets that require initiative and resilience
  • Ideally, experience in Fixed Income/Credit markets as our users are mix of Credit Analysts, Traders & Portfolio Managers
  • Successfully managed end-to-end post sales client life cycles (onboarding - renewal/upsell/cross-sell)
  • Cross team collaboration experience, working with sales, product and marketing
  • Experience with the development, execution, and overview of account plans for clients
  • Success working in a fast-paced, multi-faceted and creative environment with a rapidly growing company
  • Excellent verbal and written communication skills and attention to detail
  • Experience in successfully running and owning QBR’s/EBR’s
  • Experience with change management
  • Self starter, driven and trustworthy.

Benefits

  • 20 days leave, with the ability to buy/sell up to 5 days
  • Healthcare - UHC 85% company contribution - 50% for dependents
  • Dental - Guardian 85% company contribution - 50% for dependents
  • 401k - up to 6% matching

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