Private Equity Relationship Manager
1 month ago
At Private Equity Insights, we’re looking for a skilled Private Equity Relationship Manager to join our team. As a key member of our client-facing team, you will be responsible for delivering exceptional service to our clients, coordinating resources, and building strong relationships with our clients and internal teams.
Key Responsibilities:
- Serve as a primary point of contact for clients, from initial planning stages through the delivery of events.
- Maintain accurate records of client interactions, contracts, and agreements using our CRM.
- Provide daily support to sponsors to facilitate their registration through our internal management systems.
- Build an internal knowledge base and assist with the onboarding of new clients.
Requirements:
- 2 years of experience in client management, account management, or customer success roles.
- Proficiency in CRM software and Google Docs Editors suite.
- UK work permit.
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