Client Success Manager Jobs

About Preqin

You will be joining the world’s leading data and insights provider for the alternative assets market. We empower the global financial community with critical information and leading analytics solutions to help them make faster and smarter investment decisions, and to make them with confidence. A forward-thinking company, we lead our industry through innovation. We trust in the power of data, and we use it to increase transparency in alternatives. We believe that access to information leads to more investment in the ideas and infrastructure that build strong communities.

Job 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.

In this role you will:

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

You are a good fit if:

• Strong interpersonal communication and listening skills; comfortable on phone.
• Must have a can-do and problem-solving mentality. Views existing friction points in the product and customer journey as opportunities for improvement.
• 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 “Client-first” attitude.

Company benefits:

• Health, Dental, Vision and Life Insurance- on an individual only basis, starting on the first day of the month with a $1 monthly contribution
• Commuter and Transit benefits
• Culture Committee to organize in-person social events
• 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
• Employee Book Club with weekly meetings
• 19 days paid annual leave + 10 federal holidays (pro rata’d dependent on your start date) + 7 sick days
• Employee referral bonus program
• 401k with 100% company match up to 10% with a 6-month waiting period
• Employee Resource Groups (ERGs): Women's Initiative Network, LGBTQ+ ERG, Mental Health Aids Resource Group, BIPOC Resource Group
• Diversity Equity and Inclusion Team
• $1,500 annual stipend towards professional development to undertake professional training or to gain qualification relevant to your career progression such as CAIA or CFA

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.