Client Success Manager

🕒 vor 5 Monaten

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Cognitive Credit

WebsiteLinkedInAlle Stellen

11 - 50 Mitarbeiter

Gegründet 2017

💸 Finanzen

💳 Fintech

☁️ SaaS

💰 Series A im 2021-11

Finance • Fintech • SaaS

Cognitive Credit ist ein Anbieter spezialisierter Daten und Analysen, die auf Kreditinvestoren wie Vermögensverwalter und Hedgefonds zugeschnitten sind. Das Unternehmen bietet eine innovative Webanwendung und API, mit der Benutzer detaillierte Kreditanalysen mit Echtzeit-Updates und anpassbaren Kreditmodellen durchführen können. Ihre Plattform ermöglicht schnellere Entscheidungen, indem sie genaue Daten unmittelbar nach Gewinnveröffentlichungen liefert, sodass Kreditfachleute effizienter fundierte Investitionsentscheidungen treffen können.

Beschreibung

• 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

🎯 Anforderungen

• 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.

🏖️ Vorteile

• 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