Client Success Manager at Private Equity Insights
Core
Manage client relationships and coordinate event delivery for sponsors in the private equity industry.
Role type
Client Success Manager
Builds
Conferences, webinars, magazines, and news reports for investment professionals
Domain
Private Equity / Media & Events
Deliverable
client delivery
Required skills
Client relationship management, CRM proficiency, project coordination, event planning, data record keeping, feedback analysis
Preferred skills
Experience with Google Docs Editors suite, ability to build internal knowledge bases
Responsibilities
Collaborate with sales, marketing, and operations to deliver exceptional client service; Align with sponsors on 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; Provide daily support for sponsor registration; Build internal knowledge bases and onboard new clients; Collect post-event feedback to evaluate satisfaction.
Seniority
Mid-level, hands-on IC
