Client Success Manger at CFO Insights
Core
Manage client relationships and event delivery for a CFO forum and conference platform, ensuring sponsor satisfaction from pre-sale through post-event.
Role type
Client Success Manager
Builds
Industry conferences and media products for finance leaders
Domain
Finance / Events / Media
Deliverable
client delivery
Required skills
Client relationship management, CRM proficiency, project coordination, stakeholder alignment, feedback collection, onboarding support
Preferred skills
Experience with Google Docs Editors suite, fast learning of new systems
Responsibilities
Coordinate resources with internal teams to deliver exceptional client service; Align on 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 and contracts in CRM; Provide daily support to sponsors for registration; Build internal knowledge base and assist with new client onboarding; Collect post-event client feedback to evaluate satisfaction.
Seniority
Mid-level, hands-on IC
