Senior Associate Client Success- EMEA
Core
Spearhead coverage of the transcript library product for the Institutional client base, driving engagement and revenue growth.
Role type
Senior Associate Client Success (Institutional)
Builds
Engagement and retention for the Insights product line
Domain
Financial services / Institutional investment
Deliverable
client delivery
Required skills
B2B product sales, CRM management, direct outreach, upsell strategy, trial conversion, stakeholder relationship management
Preferred skills
Understanding of institutional investment industry, ability to engage senior business leaders
Responsibilities
Develop personalized engagement plans for clients based on investment strategy and sector coverage; Monitor and drive client engagement through direct emails, product demonstrations, and virtual/onsite meetings; Collaborate with sales team to ensure timely renewals and drive upsell opportunities; Acquire client feedback to inform product development and sales efforts