Related skills
crm account management data analysis customer success b2bπ Description
- Become a 9fin expert with strong understanding of our products and services
- Partner with the account managers on client projects to drive growth
- Become the voice of the client when delivering internal projects
- Develop bespoke KPIs and data-driven insights for accounts
- Leverage existing customer relationships to expand contacts within each account
- Attend relevant industry conferences and events
π― Requirements
- Minimum 2 years of relevant account management or Customer Success experience
- Strong knowledge of financial markets and ability to build relationships within buyside, sellside & advisory
- Track record of managing & growing a book of enterprise clients (min $1m+)
- Ability to plan and prioritise important tasks with accuracy and detail
- Effective written and verbal communication skills
- Team player who can also work effectively alone; leveraging existing Leverage Finance network beneficial
π Benefits
- Hybrid working model for flexibility
- Work abroad for up to 3 months a year
- 1 month paid sabbatical after 5 years of service
- Enhanced parental leave & flexible working arrangements
- Professional learning and development budget
- Quarterly team socials and company events
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