Client Success Manager

2 weeks ago


Singapur, Singapore Preqin Full time
South East Asia (SEA) and India are two of Preqin’s fastest growing markets in APAC and have seen an exponential growth in the last couple of years. Our SEA and Indian clients are consisting of institutional investors, asset management companies, securities firms, private fund managers, government institutions and others. Our APAC Client Success team and the SEA & India Sales team consist of highly motivated, energetic and achievement-oriented individuals. The local team has built a strong brand value and network within the alternative investment community and aims to continue growing Preqin’s business, relationships and brand equity in SEA and India.

We are looking for a motivated client-facing professional with a right mindset to manage and grow existing client relationships through supporting subscription renewals and expansion, uplifts, and cross-selling of additional products. In this role, you will be responsible for strategic planning and account management across a designated territory and will be required to take full ownership of user engagements within your jurisdiction. You may be required to travel occasionally to engage with clients within your territory. The role requires working with account managers to successfully retain and grow existing customer base, driving sales agendas and exceeding quarterly milestone goals.

Department Sales Employment Type Permanent - Full Time Location Singapore Workplace type Hybrid Reporting To VP - Head of Global Customer Success - Sales What you’ll be doing:
  • Develop a deep understanding of our clients’ organizational structure, understand each team/user’s needs, and their workflow, and support where needed.
  • Identify key contacts at existing clients and maintain a strong need and relationships 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.

What you’ll bring to us:
  • Curiosity for learning about our product knowledge and Alternative Assets, willingness to develop customer relationship management skills.
  • Must have a “Client-first” attitude.
  • Prior coverage of the India market is required.
  • 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.

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