Client Success Executive
Core
Support the Strategic Account Management Team by coordinating agreements, proposals, and documentation for qualified sales opportunities.
Role type
Client Success Executive (Sales Support)
Builds
Sales enablement materials, client onboarding processes, and sales performance reports
Domain
Financial services / Fintech
Deliverable
client delivery
Required skills
Proposal drafting, client onboarding coordination, data integrity management, billing issue resolution, Salesforce administration, presentation material preparation
Preferred skills
Banking and finance industry familiarity, fintech industry familiarity
Technologies
Salesforce, MS Office (Word, Excel, PowerPoint)
Responsibilities
Draft and coordinate agreements and proposals, develop sales enablement guides and templates, manage client access and documentation for compliance, resolve billing and payment issues, prepare sales performance reports, maintain data integrity in Salesforce, support Client Due Diligence (CDD)
Seniority
Junior to Mid-level, hands-on IC