Customer Success Manager, With Intelligence
$112.5k
+ Commission
3 days a week in office
Alternative asset management data and intelligence
Posted today
Alternative asset management data and intelligence
501-1000 employees
Posted today
$112.5k
+ Commission
3 days a week in office
501-1000 employees
Company mission
Connecting investors and managers to the right people and data to raise and allocate assets effectively.
Role
Who you are
- Proven experience as a Relationship Management or Customer Success Professional with onboarding/implementation responsibilities, or as a Consultant with a SaaS provider – ideally with a finance focus
- Excellent communication and interpersonal skills, with the ability to work closely with clients and cross-functional teams
- Strong problem-solving skills and attention to detail
- Willingness to work some later hours to accommodate US based clients
- Prior knowledge of the M&A and Private Equity landscape a big plus
What the job involves
- SPS by With Intelligence is an award-winning provider of market intelligence for the M&A community.
- We help our private equity, corporate development, lender, and advisory clients navigate the competitive and opaque world of M&A deal origination to prioritize relationships, streamline internal processes, and improve overall firm performance
- Owning the client relationship and being the face of the product on key day-to-day interactions with existing private equity clients
- Communicating the SPS solution and articulating how the portal transforms deal sourcing for private equity and other M&A participants
- Understanding your clients’ requirements and industry challenges and being their trusted advisor and post-sales success leader
- Creating account specific engagement plans for clients that outline their metrics for success and delivering scheduled strategic review sessions with key contacts
- Ensuring full adoption of the SPS portal across your clients’ organizations and maximizing value for them to secure year on year retention
- Collaborating with other internal teams such as Client Strategy & Data Insights, Account Management/Sales, and Marketing to ensure client success
- Developing a thorough understanding of the SPS solution and M&A/Priva
Our take
Founded in 1998, With Intelligence recognised the lack of comprehensive and timely data for informed decision-making across diverse asset classes.
In response, With Intelligence developed an integrated suite of products that blend data from proprietary brands, providing clients with insights, fund information, performance metrics, and analyst perspectives. Leveraging advanced analytics and AI technologies, the company allows asset managers to navigate the complexities of the market confidently.
Recently, the company was acquired by Motive Partners and is now in a position to accelerate its data strategy, expand its offerings across asset classes, and execute ambitious partnership and M&A strategies. Collaborating with industry experts and leveraging Motive Partners' integrated operating model, With Intelligence is positioned to capitalise on the growing demand for data-driven solutions in the global asset management landscape.
Kirsty
Company Specialist at Welcome to the Jungle
Meet the team
Maxwell Frankel, Associate Account Manager
Company
Company benefits
- 24 days annual leave rising to 29 days
- Enhanced parental leave
- Medicash (Health Cash Plans)
- Wellness Days
- Flexible Fridays (Opportunity to finish early)
- Birthday day off
- Employee assistance programme
- Travel loan scheme
- Charity days
- Breakfast provided
- Social events throughout the year
- Hybrid Working
Company values
- Work together: No individual is as good as all of us. We believe we are at our best when we work together as a team, share ideas, collaborate and cross fertilise
- Keep getting better: United by our spirit of enquiry, we are driven to learn and grow. Constantly asking ‘How can we do this better?’. Our quest for continual improvement is how we’re able to best serve our clients today, and it’s what will keep us ahead in the future
- Always deliver: We keep our promises and deliver the goods each and every time. It’s the best way to help each other, our partners, suppliers, and serve our customers. We act with integrity, and strive for quality that’s consistent in the long-term
- Make an impact: Ideas are nothing without action. Our work is only as good as the results it enables. Natural entrepreneurs, we’re committed to making things happen with speed and decisiveness
- Be yourself: Multiple perspectives make for richer ideas and better decision making. Diverse in thought, each of our people is valued for what they can uniquely contribute
Company HQ
Barbican, London, UK
Articles
Leadership
Charlie Kerr
(Founder & CEO)Founded With Intelligence (originally Pageant Media) in 1998 and has served as the CEO since.
Salary benchmarks
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Diversity, Equity & Inclusion at With Intelligence
Claudia Honerjager (Head of Sustainability)
- To us, diversity recognises and values our difference. It’s inclusive, welcome, open, and provides an environment rich with acceptance. We strive to promote inclusiveness, allyship, cognitive diversity and mental and physical wellbeing to every member of the company through our DE&I initiatives and networks.
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