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 (Private Markets)
Builds
Client relationships and product adoption in the Private Markets FinTech space
Domain
FinTech, Private Equity, Venture Capital
Deliverable
client delivery
Required skills
Account management, client success, strategic relationship management, product roadmap feedback, stakeholder communication, Microsoft Office proficiency, multi-client management
Preferred skills
Private Markets industry knowledge, Fintech experience, Microsoft Teams, Salesforce, Pendo
Responsibilities
Own highly strategic client relationships across the Private Markets business, lead internal product roadmap feedback discussions based on client feedback, drive usage of new product features, provide transparency to internal stakeholders on issues and risks, collaborate with sales to schedule client meetings and demos
Seniority
Senior, Middle Management Tier II
