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Client Success Account Manager
2 weeks ago
Overview:
The Account Manager role provides account and relationship management to our Australia based clients. Responsible for client retention, they will manage the post-sales onboarding, training, client service, ongoing client engagement and development of client relationships to ensure maximum renewal of existing client revenue. As a product expert, they will provide client training and ensure they understand how to get the best value from our products. They will act as a coordinator for internal feedback and product enhancement to continue to identify new opportunities.
Key Accountabilities:
- 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 5-7 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
Midsenior
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 unite, 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.
Specifically, ISS Market Intelligence (MI) provides critical data and insight to global asset managers, insurance companies, and distributors to help them make informed, strategic decisions to manage and grow their businesses.
The ISS MI solutions include the industry-leading data platforms Simfund, BrightScope, Local Market Share, and Financial Clarity, as well as a whole collection of global research and analytics services, including Investor Economics, Market Metrics, and Plan for Life.
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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 age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, social origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, or any other characteristic protected by law._