Client Engagement Lead
Core
Proactively foster meaningful relationships with private equity and venture capital clients to drive product adoption, retention, and value realization.
Role type
Senior Client Engagement Lead (Account Management)
Builds
Client relationships and product adoption within the Private Markets business
Domain
FinTech / Private Markets
Deliverable
client delivery
Required skills
Account management, client success, strategic relationship management, product roadmap feedback, cross-functional collaboration, Microsoft Office proficiency
Preferred skills
Private Markets industry knowledge, Fintech experience, Salesforce, Pendo, Microsoft Teams
Responsibilities
Own highly strategic client relationships, lead internal product roadmap discussions based on client feedback, drive usage of new product features, provide transparency to internal stakeholders on risks and opportunities, collaborate with sales for meetings and demos
Seniority
Senior, Middle Management
