Customer Success Specialist - Buyside
Core
Manage a book of existing Buy Side firms to drive retention, increase product usage, and develop stakeholder relationships.
Role type
Customer Success Specialist
Builds
Customer retention and adoption of credit intelligence data and analytics products
Domain
Financial services / Credit intelligence
Deliverable
client delivery
Required skills
Relationship building, Communication, Problem solving, Account management, Workflow analysis, Feedback gathering
Responsibilities
Manage a book of buyside accounts to understand business drivers and goals, Develop key relationships and drive usage through education and feedback, Monitor key performance indicators and strategize outreach efforts, Act as the voice of the customer for internal teams, Work with sales to develop account strategy and share client findings