Aladdin Client Engagement, Preqin, Vice President - Team Lead
Core
Regional team lead driving client engagement, retention, and growth strategy for Preqin clients in the private markets data space.
Role type
Senior IC Account Management Team Lead
Builds
Preqin client relationships and commercial outcomes
Domain
Financial services / Private markets data / B2B SaaS
Deliverable
client delivery
Required skills
sales strategy, team leadership, quota attainment, negotiation, financial market data knowledge, stakeholder management, churn risk management, roadmap collaboration
Preferred skills
alternative investments expertise, Microsoft Office proficiency, analytical problem solving
Technologies
Outlook, Word, Excel, PowerPoint
Responsibilities
Oversee a defined portfolio of clients and set engagement/retention/growth strategy; Provide people leadership including coaching and performance management; Establish governance with senior stakeholders; Identify upselling opportunities and partner with Business Development; Preempt churn risk through adoption analysis; Collaborate with Product, Data, and Engineering to shape roadmap priorities.
Seniority
Senior, hands-on IC with team leadership