Client Solutions Executive
3 weeks ago
We are a leading organization in the finance industry, specializing in private investments and research.
Job SummaryWe are seeking an experienced Client Solutions Executive to join our team. The ideal candidate will have a strong background in account management and relationship-building.
Key Responsibilities:- Support the Head of Business in ensuring high levels of client satisfaction and success in day-to-day operations
- Conduct regular account management responsibilities, responding to client queries in a timely manner, and broadening use cases at each client account to ensure longevity and retention
- Conduct product training sessions and use case demonstrations with clients
- Update FAQs and other collateral that serve to educate users on our data/methodology
- Work closely with the client services team in actively monitoring each account, especially those clients at risk, formulating and seeing through strategies to mitigate account terminations or client dissatisfaction
- Manage broad client communication regarding new product launches, platform changes, subscriber notices
- Collaborate with the sales team to generate cross-selling opportunities
- At least 3-5 years of experience in the finance industry either in an account management or market research role
- Subject matter knowledge within the overall finance, preferably in private equity
- Experience producing written reports for wide public use and presenting to senior management and to external parties
- Experience in relationship-building, value proposition, engaging with industry stakeholders in a meaningful and goal-oriented way in order to meet business objectives
- Excellent Microsoft Excel and PowerPoint skills
- Experience with Salesforce preferable
- A self-starter, able to work independently and within a team
- A confident and strong communicator, able to conduct high-level conversations/engagements with senior industry stakeholders. Public speaking experience preferred but not compulsory
- The ability to demonstrate flexibility, adaptability to different workflows and processes
- Responsiveness and work efficiency - the ability to deliver on time to deadlines
- Operational efficiency – the ability and drive to manage disparate workflows
- Project management – the ability to plan and manage complexity, running several projects at the same time & see it to fruition
An attractive salary and bonus, healthcare and pension plan coverage.
The salary will be determined according to EDHEC's pay scale, the candidate's qualifications and experience.
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