Preqin Client Success Manager (German) - Associate
Core
Associate Client Success Manager advising clients on private markets datasets, optimizing workflows, and driving adoption of Preqin's solutions within their organizations.
Role type
Associate Client Success Manager (Private Markets Data)
Builds
Preqin's private markets data solutions and integrated analytics workflows for institutional clients.
Domain
Private Markets / Financial Data / SaaS
Deliverable
client delivery
Required skills
Client Success or Account Management experience, Private Markets data expertise, Solutions-oriented mindset, Cross-functional collaboration, Upsell/Cross-sell strategy, Product roadmap feedback integration
Preferred skills
Experience with eFront or Aladdin platforms, German language proficiency
Technologies
Preqin data, eFront, Aladdin
Responsibilities
Build consultative partnerships with client subject matter experts to shape workflows and drive best-practice adoption; Partner with Client Engagement to deliver seamless onboarding, adoption, and renewal experiences; Align Preqin capabilities with client business objectives; Master Preqin data application across client workflows and analytics; Identify upsell and cross-sell opportunities to grow account value; Partner with Product, Data, and Engineering to resolve issues and incorporate client voice into roadmap planning; Contribute to initiatives that reduce operational friction and improve the overall client experience.
Seniority
Associate, individual contributor