About The Role
This is a Client Success Executive position that provides exceptional client service and relationship management to our clients across the wealth management market.
As a key member of our team, you will be responsible for managing post-sales onboarding, product training, client service, ongoing client engagement, and development of client relationships to ensure maximum client renewal.
You will work closely with Account Management to manage the client experience and the client renewal process.
Key Responsibilities
* Manage post-sales administration, relationship management, client retention, and service for Rainmaker/ISS MI products.
* Develop and maintain excellent client relationships with assigned accounts and with existing and potential Rainmaker/ISS MI clients.
* Become a product expert and provide ongoing training and support to Rainmaker clients, proactively and for inbound queries.
* Work closely with development, data operations, research, and marketing teams to provide client feedback for product enhancements.
* Assist the Head of Client Success and Account Management team with the client engagement, retention, and renewal strategy for Rainmaker research and product clients.
* Assist Technical Sales team with identifying sales opportunities, client prospecting, upsell opportunities, and cross-product solutions.
* Assist Account Management team to manage client renewal pipeline and retention targets in Salesforce.
* Provide operational support, monitoring product usage, and assist with client reporting.
About You
* Bachelor or Master's degree in business, finance, marketing, communications, or related field preferred but not essential.
* With 2-4 years of industry experience in account management or client services in financial services, technology, media, information service vendors, insurance, investment management, or superannuation.
* Understanding of wealth management, superannuation, life insurance, and management investments preferred but not essential.
* Strong client service, account management, and engagement skills, ability to communicate professionally and effectively with all levels within the client organization.
* Excellent communication, presentation, and client training skills required.
* Highly organized workflow with strong attention to detail, effective prioritization, and time management.
* A team player with a proactive attitude, a willingness to learn and develop.
* Proficiency in MS Office with an emphasis on Excel and PowerPoint.
* Ability to work independently as well as within a collaborative team environment.