Client Success Associate at CFO Insights
Core
Client Success Associate responsible for managing client relationships, coordinating event delivery, and ensuring sponsor satisfaction for a CFO forum and media company.
Role type
Client Success Associate
Builds
Client relationships and event delivery experiences
Domain
Finance media and conferences
Deliverable
client delivery
Required skills
Client management, account management, CRM proficiency, Google Docs Editors suite, event coordination, stakeholder alignment, record keeping, feedback collection
Preferred skills
None stated
Technologies
CRM software, Google Docs Editors suite
Responsibilities
Collaborate with internal teams to coordinate resources and deliver exceptional service to clients; Align with sponsor expectations pre- and post-sale; Serve as primary point of contact for clients from planning through event delivery; Maintain accurate records of client interactions, contracts, and agreements; Provide daily support to sponsors for registration; Build internal knowledge base and assist with new client onboarding; Collect post-event feedback to evaluate satisfaction.
Seniority
Mid-level, hands-on IC
