Client Service Professional

7 days ago

Sydney, New South Wales, Australia beBeeClientSuccess Full time $90,000 - $120,000

We are seeking a highly skilled and motivated Client Success Executive to join our team. This role is responsible for providing exceptional client service and relationship management to our clients across the wealth management market.

Job Description

The Client Success Executive 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. As a product expert, you will provide client training and support to ensure clients understand how to get the best value from our data and research products.

You will act as a coordinator for internal feedback and product enhancement to continue to identify new opportunities. Working closely with Account Management, you will help manage the client experience and the client renewal process.

Main Responsibilities:

  • Manage post-sales onboarding, administration, relationship management, client retention and service for our products.
  • Develop and maintain excellent client relationships with assigned accounts and with existing and potential clients.
  • Become a product expert and provide ongoing training and support to 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 our 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.
Requirements

To be successful in this role, you will need:

  • A Bachelor or Masters 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.
What We Offer

We foster an environment that values diverse skills, perspectives, and experiences. We hire the best talent in our industry and empower them with the resources, support, and opportunities to grow—professionally and personally.

We offer:

  • A dynamic and supportive work environment.
  • Ongoing training and development opportunities.
  • A competitive salary and benefits package.
  • The opportunity to work with a leading provider of research and technology solutions for the financial market.

We are committed to building a culture that values diversity and inclusion. We welcome applications from qualified candidates who share our values and commitment to excellence.

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