Client Engagement Lead
Core
Partner with private equity and venture capital firms to drive product adoption, provide proactive support, and act as the primary point of contact for non-commercial relationship management.
Role type
Client Engagement Lead (Account Management)
Builds
FinTech data and analytics solutions for private markets
Domain
FinTech / Private Markets
Deliverable
product features
Required skills
Account management, client success, stakeholder management, product feedback, relationship building, project coordination
Preferred skills
Microsoft Teams, Salesforce, Jira, Pendo, FinTech industry experience
Technologies
Microsoft Excel, Word, PowerPoint, Microsoft Teams, Salesforce, Jira, Pendo
Responsibilities
Partner with clients to understand needs and workflows, provide constructive feedback to Product Management, increase product adoption through proactive support, offer transparency to internal stakeholders, collaborate with sales on meetings and demos, check in with clients to assess urgency and needs
Seniority
Mid-level, hands-on IC
