Executive for Client Growth

2 days ago

Sydney, New South Wales, Australia beBeeRelationship Full time $103,950 - $141,160
Client Success Role

The Client Success role is responsible for providing exceptional client service and relationship management to clients across the wealth management market.

This role involves managing post-sales onboarding, product training, client service, ongoing client engagement, and the 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.

This role works closely with Account Management to help manage the client experience and the client renewal process.

Key Responsibilities:
  • Post-Sales Onboarding: Manage administration, relationship management, client retention, and service for Rainmaker/ISS MI products.
  • Client Relationship Management: Develop and maintain excellent client relationships with assigned accounts and with existing and potential Rainmaker/ISS MI clients.
  • Product Expertise: Become a product expert and provide ongoing training and support to Rainmaker clients, proactively and for inbound queries.
  • Client Feedback: Work closely with development, data operations, research, and marketing teams to provide client feedback for product enhancements.
  • Client Engagement: Assist the Head of Client Success and Account Management team with the client engagement, retention, and renewal strategy for Rainmaker research and product clients.
  • Sales Opportunities: Assist Technical Sales team with identifying sales opportunities, client prospecting, upsell opportunities, and cross-product solutions.
  • Client Renewal: Assist Account Management team to manage client renewal pipeline and retention targets in Salesforce.
  • Operational Support: Provide operational support, monitoring product usage, and assist with client reporting.

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