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kpi crm account management customer success relationship management📋 Description
- Become a 9fin expert on our products and services
- Partner with account managers to drive growth
- Be the voice of the client in internal projects
- Develop bespoke KPIs and data-driven insights
- Expand relationships within each account
- Maintain up-to-date client records in our CRM
🎯 Requirements
- 4+ years in account management or Customer Success
- Strong knowledge of financial markets and buyside/sellside relationships
- Track record growing a $1M+ enterprise book
- Plan and prioritize tasks with accuracy
- Effective written and verbal communication
- Team player who can work independently
🎁 Benefits
- Hybrid working model for flexibility
- Work abroad up to 3 months per year
- 1 month paid sabbatical after 5 years
- Enhanced parental leave and flexible working arrangements
- Professional learning and development budget
- AI experimentation budget of $1,000 per employee
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