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
Senior Client Engagement Lead (Account Management)
Builds
FinTech data and analytics solutions for private markets
Domain
Financial Services / FinTech / Private Markets
Deliverable
product features
Required skills
Account management, client relationship management, product adoption strategies, stakeholder communication, requirement gathering, cross-functional collaboration, project management, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Preferred skills
Salesforce, Jira, Pendo, Microsoft Teams, FinTech industry experience, private markets experience
Technologies
Salesforce, Jira, Pendo, Microsoft Teams, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Responsibilities
Partner with clients to understand needs and workflows; Provide actionable feedback to Product Management; Increase product adoption through proactive support; Collaborate with sales for meetings and demos; Manage client issues and risks; Attend in-person interviews
Seniority
Mid-Senior, hands-on IC
