Preqin
Visit the Home of Alternatives at www.preqin.com
Private Equity • Real Estate • Hedge Funds • Infrastructure Funds • Alternative Assets
1001 - 5000
Customer Success Manager
September 10
🔄 Hybrid – Manhattan
Preqin
Visit the Home of Alternatives at www.preqin.com
Private Equity • Real Estate • Hedge Funds • Infrastructure Funds • Alternative Assets
1001 - 5000
Description
• 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.
