Client Success Manager

Overview**:The Company**:
Preqin is an award-winning, independent, research company providing data and intelligence to the financial industry. Investment professionals use Preqin’s online products to obtain key information for business-critical decision-making. Preqin’s clients include fund managers, legal firms, institutional investors, financial advisors and placement agents.

Primarily a data company; Preqin is also a fast-moving fintech with a strong growth record and a world-wide staff base. Owned by our founder, directors and employee shareholders, we care passionately about our customers, brand and the employees that make it all happen.

**Role Overview**:
The CSM role sits within the Sales team is a client-facing position. The primary role of the CSM is to ensure that our existing clients are maximizing the value of Preqin and continuously growing with us. The role will require a thorough understanding of Preqin’s products and services to effectively support the clients. Working closely with the account management team, the CSM will own the accounts’ health, ensure growth and develop opportunities.
Responsibilities**:Roles and Responsibilities**:

- Develop a deep understanding of our clients’ organizational structure, understand each team/user’s needs, and their workflow.
- Identify key contacts at existing clients and maintain a strong need for Preqin to secure future retention.
- Identify potential users to increase usage within the clients’ organization to grow the value of Preqin by on-going engagements such as customized training and day-to-day support.
- Identify clients at risk, ensuring urgent client issues are resolved in a timely manner and turn the risks into safe renewal opportunities.
- Effectively communicate the status, risks and opportunities within the existing clients with the Sales team.
- Proactively communicate client feedback on data, product and the industry with the relevant departments within Preqin.
- Go the extra mile to provide excellent client support to maintain a positive reputation and impact for the business.
Qualifications**:Key Requirements for this Role**:

- Must have a “Client-first” attitude.
- Strong communication skills, both verbal and written
- An additional Asian language would be advantageous
- Prior experience in Client Success or Client Service within the financial data vending industry (is a bonus)
- Organized, detail-oriented with the ability to prioritize and respond quickly
- Highly proficient in MS Office Suite and CRM systems. Experience with Salesforce is preferred
- Working knowledge of the financial market data space, alternative assets, and financial services industries
- Bachelor’s Degree in Finance, Business or related field required
Other**:Training and Development**
Preqin offers comprehensive Sales Training to all new members of the Sales and CS Teams. Our training is provided in the first few weeks of joining us and utilises powerful, up-to-date techniques along-side industry knowledge to create a truly bespoke training experience unique to Preqin. Individuals that complete our programmes are able to conduct more efficient prospecting, uncover more value within our prospects and clients, resist and overcome objections and achieve success in a shorter period. Once completed and an assessment passed, all Sales & CS reps will be fully certified in Preqin Sales Fundamentals and experience a reduced ramping period and earn more money, faster.

**Company Benefits**:

- Competitive starting salary in addition to a quarterly performance incentive
- Medical and dental benefits
- 21 days holiday
- Flexi Benefits - (Health care and wellness incentives)
- We also sponsor employees to undertake professional training or to gain qualifications relevant to their career
**Our Shared Culture**
Preqin is a fast-growing company, but we are passionate about keeping an entrepreneurial spirit at the heart of everything we do. Our aim is to deliver for our customers, but as one united, progressive, and successful team. Today, our more than 700 people** **globally share six core values. We strive for quality and put our customers first. We are objective, and we innovate, collaborate, and invest in our personal development. We also have fun together. We hold social events, play sports, and celebrate our shared successes.

Location: One Finlayson Green,#11-02, Singapore