Related skills
account management financial services customer success relationship management saas📋 Description
- Retain and grow the book of business for financial services clients
- Serve as main contact for inbound/outbound queries and renewal discussions
- Collaborate with Account Executives to uncover growth opportunities within client accounts
- Maximize retention and drive adoption across client units
- Conduct business reviews, onboarding, and training for users
- Build trusted partnerships with clients and internal teams to deliver value
🎯 Requirements
- Relationship-driven with Fortune 1000 clients in financial services
- Subject matter expert in relationship management and business acumen
- Energetic and creative with strong curiosity
- Strong SaaS knowledge and client engagement, with AI/research product exposure preferred
- Committed to delivering results with grit and initiative
- Excellent communicator capable of engaging from Analysts to C-level
🎁 Benefits
- Equal opportunity employer committed to diversity and inclusion
- Opportunity to work with Fortune 1000 clients and AI-driven market intelligence
- Growth-focused, collaborative team environment
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