Customer Success Associate- Investment Market Insights

New York, NY

Hybrid (2x per week in office required)

This is a hybrid role, requiring you to be in the office at least 2x per week.

Preference to be given to applicants within a commutable distance to the office location.

My client, a leader in the investment market insights sector is seeking a new team member who proactively leverages client data to uncover insights and anticipate customer needs. Experience working in a subscriptions or recurring revenue model is required and a background in finance would be an asset.

What will you do?

• Offer personalized support and proactively reach out to clients on a regular basis in order to understand their specific needs and offer tailored solutions.
• Uncover renewal opportunities and conduct regular check ins with accounts.
• Act as the primary point of contact for client inquiries, concerns, and requests.
• Prepare renewal proposals, negotiate contract terms and ensure client retention.
• Provide product demos, promote features & capabilities to help maximize usage.
• Support the Sales team, coordinate/host schedule meetings & events onboard new users and maintain client information in Salesforce.
• Survey Support: assist with polling, encourage survey participation, survey data cleansing, ensuring data quality and help in publishing survey results.

   Skills & Experience

• 2+ years in institutional client experience in a recurring revenue or subscriptions business model.           
• Experience servicing global customers in financial services institutions
• Highly organized, self-starter, positive and results oriented
• IT Literate; knowledge of Microsoft Office, CRM systems, Qlik and Hubspot
• Passionate about data and strong attention to detail
• Undergraduate degree, preferably in business or economics

This is a full time position with benefits. Salary range from $80K-$90K USD plus commission.

All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you require accommodation, please contact us at sabrina@svrecruitment.com