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Portfolio Manager

2 months ago

London, Greater London, United Kingdom Membership Bespoke Full time £45,000

Job Summary

We are seeking a seasoned Customer Success Manager to join our team at Membership Bespoke. As a key member of our Membership team, you will be responsible for servicing and growing a portfolio of member accounts, articulating the value of membership, and working to ensure member firms are engaged as appropriate.

Key Responsibilities

  • Deliver the Member Relations account management strategy in line with engagement and retention targets across the breadth of the organisation
  • Retain a portfolio of existing membership by working with internal stakeholders to articulate the value of membership externally
  • Broaden and deepen member engagement and communicate the value proposition effectively to the member base
  • Work to ensure the membership body value proposition remains accessible and relevant
  • Track member activity, including involvement in policy, training, and event engagement, to maintain a 'helicopter view' of each member's interaction
  • Create and maintain engagement plans to meet team objectives
  • Undertake varied analysis on the member base to identify opportunity/risk with regards to membership growth and engagement
  • Identify and act upon additional opportunities for upselling/attracting new members where appropriate
  • Support management of the member inbox in a timely manner, fielding queries to the wider team where appropriate
  • Track and record all member engagement via CRM, championing the use of system to other stakeholders, encouraging the recording of all member value
  • Represent and champion the membership voice in internal discussions
  • Support the wider team to build out value propositions for different member segments

Requirements

  • A degree or other equivalent, relevant qualification or experience
  • Capable of interacting with members and articulating the membership value proposition
  • Relationship Management, Account Management, Customer Success excellent experience
  • An interest in financial services and the brand and product
  • An analytical mindset, interested in a broader understanding of the member base
  • Ability to liaise with a breadth of internal stakeholders across functions
  • Microsoft Office competency (Excel, PowerPoint, and Outlook)
  • Excellent verbal and written communication skills