Client Success Executive
Core
Support the Strategic Account Management Team by coordinating agreements, proposals, and documentation to facilitate business opportunities and client onboarding.
Role type
Client Success Executive (Sales Support)
Builds
Sales enablement materials, client proposals, and onboarding documentation
Domain
Data and technology / Financial services
Deliverable
product features
Required skills
Proposal drafting, client access management, billing issue resolution, sales performance reporting, data integrity management in Salesforce, client due diligence coordination
Preferred skills
Banking and finance industry familiarity, experience balancing a book of business
Technologies
Salesforce
Responsibilities
Draft and coordinate agreements and proposals, maintain sales enablement materials, manage administrative records and client access, resolve billing issues, prepare business review reports, validate data in Salesforce, support client onboarding and system upgrades
Seniority
Entry-level to Junior, hands-on IC
