Client Success Account Manager

2 weeks ago

Sydney, Australia Institutional Shareholder Services Full time

Let’s be #BrilliantTogether

Overview

The role of a Client Success Account Manager is a pivotal position that focuses on delivering exceptional account and relationship management to our esteemed clients based in Australia. With a primary responsibility for client retention, the Client Success Account Manager will oversee various aspects of the post-sales process, including onboarding, training, client service, and ongoing engagement. The ultimate goal is to cultivate and nurture client relationships, thereby maximizing the renewal of existing client revenue.

As an expert in our products, the Client Success Account Manager will play a vital role in providing comprehensive client training, ensuring that clients fully grasp the value and benefits offered by our solutions. By acting as a liaison between clients and internal teams, they will actively gather feedback and insights, facilitating continuous product enhancement and identifying new opportunities to further meet client needs.

**Responsibilities**:

- Achieve allocated client renewal revenue targets.
- Manage post-sales onboarding, 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.
- 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 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 Advertising Operations team to coordinate client advertising execution across digital and print media titles.
- Manage client renewal pipeline in Salesforce

**Qualifications**:

- Bachelor or Masters degree in business, finance, marketing, communications or related field preferred but not essential.
- With 2-5 years of industry experience in account management, sales 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.
- 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.

LI-CP11

Sales

Associate

MIN

What you can expect from us

Our people are the moving force behind ISS. We are dedicated to hiring the best, most talented people in our industry and empowering them with the resources and support to enhance their career, health, financial and personal well-being.

We are committed to fostering, cultivating, and preserving a culture of diversity and inclusion. We are invested in our people and are working every day to ensure a diverse, equitable, and inclusive workplace.

Let’s empower, collaborate, and inspire one another.

Let’s be #BrilliantTogether.

About ISS

ISS empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics, and insight. We are committed to positively impacting the environment and society through our market-leading solutions and leading by example.

ISS Market Intelligence empowers clients in the global financial services industry to assess and benchmark their target markets, identify and analyze their best opportunities, and execute on go-to-market initiatives to drive growth. Our solutions are delivered through connected actionable intelligence and market engagement platforms that leverage a combination of proprietary data, powerful tools and analytics, in-depth research, timely and relevant insights, and industry-leading media and events.

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- Institutional Shareholder Services (“ISS”) is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. It is our policy to prohibit discrimination or harassment against any applicant or employee on the basis of race, color, ethnicity, creed, religion, sex, age, height, weight, citizenship status, national origin, social origin, sexual orientation, gender identity or gender expression, pregnancy status, marital status, familial status, mental or physical disability, veteran status, military service or st

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