Preqin Client Experience, Associate
Core
Consultative expert advising clients on private markets datasets, optimizing workflows, and driving adoption of Preqin's solutions within their organizations.
Role type
Associate Client Experience (Consultative)
Builds
Private markets data insights, optimized client workflows, and integrated Aladdin/Preqin solutions
Domain
Private Markets / Financial Data / SaaS
Deliverable
product features
Required skills
Client success experience, private markets data expertise, workflow optimization, cross-functional collaboration, upsell/cross-sell identification, product roadmap alignment
Preferred skills
Spanish (professional proficiency), experience in finance/tech/SaaS
Technologies
Preqin data, eFront, Aladdin
Responsibilities
Build consultative partnerships with client subject matter experts and stakeholders; Partner with Client Engagement to deliver seamless onboarding and adoption experiences; Align Preqin capabilities with client business priorities; Master Preqin data and its application in client workflows; Identify upsell and cross-sell opportunities; Partner with Product and Engineering to resolve issues and influence roadmap planning; Contribute to initiatives reducing operational friction.
Seniority
Associate, hands-on IC