Customer Success Executive
Core
Drive adoption, engagement, and account health for key accounts in the alternative asset management space to deliver retention and growth.
Role type
Customer Success Executive (Key Accounts)
Builds
Client success plans, product adoption, and upsell/cross-sell opportunities
Domain
Financial services / Asset Management
Deliverable
product features
Required skills
Client engagement, data analysis, strategic upselling, training facilitation, CRM management, stakeholder communication
Preferred skills
Financial services experience, asset management knowledge
Responsibilities
Engage directly with clients to build rapport and trust; Build deep understanding of client workflows and success metrics; Provide tailored onboarding and training; Drive product adoption using data insights; Identify and push through upsell/cross-sell opportunities; Report feedback and collaborate with Product on roadmap priorities