As the leading data solutions provider in alternative investments, we’re on a mission to revolutionize the private markets with data, insights, and tools that help industry professionals make more informed decisions. To achieve this ambitious goal, we strive for quality and put customers first by forming industry relationships and leveraging advanced AI and machine learning to collect data that shines a light on the sector. The result? The private markets are more open, connected, and inclusive.

With this goal at the heart of everything we do, we work across global teams, collaborating and innovating to engage everyone’s full potential.

Preqin

Customer Success

Client Success Manager for Preqin, ensuring customer satisfaction and engagement.

• Lead Onboarding for strategic accounts and ensure subscriptions are configured and optimized with appropriate alerts, saved searches, target lists, etc.
• Develop a thorough understanding of Preqin’s products and services and identify upsell opportunities for our Sales team, while nurturing the client relationship.
• Engage key stakeholders across all levels within clients’ organizations and deep understanding of our clients’ organizational structure, each user’s role, and day-to-day function and business needs.
• Be recognized as a consultant and problem solver - go the extra mile to understand the pain points in our users’ existing workflow then strategize and train clients on how to reach solutions and desired outcomes by using Preqin products.
• Continually work to build interest within our user base, increase customer usage and engagement, identify upsell opportunities for the sales team, and ensure that our clients are maximizing value and continuously growing with us.
• Proactively and empathetically engage clients at risk, ensuring urgent client issues are resolved promptly, and discover trends for churn, optimizing processes for danger accounts moving forward.

Customer Success Manager

Account Executive

Drive new subscription agreements and develop client relationships at Preqin.

• Manage the sales process from beginning to end, securing introductions with decision makers while providing support to users, achieving, and surpassing your sales quota
• Develop a pipeline of new business opportunities within a defined sales territory; this includes new prospective customers and within an existing customer base
• Provide prospective new business clients with an understanding of Preqin’s products and offerings while developing new relationships with key stakeholders at each firm
• Manage all aspects of the renewal cycle for our client’s subscription relationships, with a focus on expansion opportunities within accounts and subscription renewals. This includes proactive and consultative client support, ensuring high retention and net revenue growth
• Provide clients and prospects with detailed proposals, product demonstrations, and consultations (in person preferred, or via phone)

Sales Development Rep

Sales Development Representative for Preqin's business growth initiatives.

• Initial point of contact for new business prospects.
• Signficant opportunities for personal and professional growth.
• Leverage sales and marketing tools like Salesforce and LinkedIn Sales Navigator.
• Conduct high-volume prospecting through calls and emails.
• Schedule meetings between qualified leads and Sales Executives.
• Serve as a consultant to prospective clients.
• Collaborate with account executives.
• Achieve monthly demo KPIs.

Sales Development Representative

Drive new subscription agreements for Preqin in a designated sales territory.

Enterprise Account Executive

Drive new subscription agreements and manage account revenue growth in alternative assets.

• As an Account Executive at Preqin, you can make an immediate sales impact and develop a strong pipeline.
• You will drive new subscription agreements with firms across the market by identifying, developing, and closing new business opportunities.
• You will also be responsible for retaining and growing existing account revenue in a designated sales territory.

Account Manager

Manage global banking client relationships to drive retention and sales growth.

• Responsible for managing high-value global banking client relationships
• Drive retention and growth through renewals, expansion, and cross-selling

Preqin Jobs in New York City

Preqin

Customer Success Manager

Preqin

Account Executive

Preqin

Sales Development Representative

Preqin

Enterprise Account Executive

Preqin

Account Executive

Preqin

Senior Account Manager

Preqin