Customer Success Manager, Preqin
Global Accounts
3+ days a week in office
Data and insights provider for the alternative assets market.
Open for applications
Data and insights provider for the alternative assets market.
1001+ employees
Open for applications
3+ days a week in office
1001+ employees
Company mission
To revolutionise the private markets with data, insights and tools that help industry professionals make more informed decisions.
Role
Who you are
- A “client-first” attitude is essential
- Experience in Client Success within SaaS or Financial sectors
- Strength in building relationships and positive collaboration with clients
- Ability to increase client satisfaction, adoption and retention metrics
- Professional and engaging manner with excellent interpersonal communication skills, and the ability to lead meetings
- Experience with issue resolution and a positive mindset to view challenges in the product and customer journey as opportunities for improvement
What the job involves
- As a Client Success Manager (CSM), you will play an important role between our client’s organization and our client-facing teams, serving as the Client Advocate for Preqin’s strategic and high-growth accounts
- You will prioritize our clients' success above all else, own our accounts’ health, and work cross-functionally with all client-facing teams
- Lead Onboarding for strategic accounts and ensure subscriptions are configured and optimized with appropriate alerts, saved searches, target lists, etc
- Develop a thorough understanding of Preqin’s products and services and identify upsell opportunities for our Sales team, while nurturing the client relationship
- Engage key stakeholders across all levels within clients’ organizations and deep understanding of our clients’ organizational structure, each user’s role, and day-to-day function and business needs
- Be recognized as a consultant and problem solver - go the extra mile to understand the pain points in our users’ existing workflow then strategize and train clients on how to reach solutions and desired outcomes by using Preqin products
- Continually work to build interest within our user base, increase customer usage and engagement, identify upsell opportunities for the sales team, and ensure that our clients are maximizing value and continuously growing with us
- Proactively and empathetically engage clients at risk, ensuring urgent client issues are resolved promptly, and discover trends for churn, optimizing processes for danger accounts moving forward
- Reporting To: AVP, Customer Success - Global Accounts - Sales
Application process
- Stage 1: Applied
- Stage 2: Interview
- Stage 3: Hired
Our take
Preqin is a London-based investment data company empowering the alternative asset market with essential data and insights. Supporting customers throughout the entire investment lifecycle, Preqin provides them with critical information leading to analytical solutions.
Preqin has produced advanced methods of collecting private data for 20 years. Its products allow a customer base of over 200,000 professionals to streamline how they raise capital, source deals and investments, understand performance, and stay informed.
As a global company, Preqin is working with software providers, world-renowned institutions, and industry associations around the globe to build innovative products, tools, and research that helps connect data to critical decisions. It's had a successful history, and will look to continue on a strong growth path ahead.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Some candidates hear
back within 2 weeks
14% employee growth in 12 months
Glassdoor (3.5)
Company
Employee endorsements
Challenging work
"At Preqin, the work experience is marked by an high level of challenge and intellectual stimulation. The projects I've undertaken have been among..."
Company benefits
- Hybrid workplace & flexible holiday allowance
- Parental leave: maternity & paternity leave policies
- Pension/retirement contributions: contributions are matched up to 10% after 1 year's service (US & UK)
- Subsidized medical insurance
- Bereavement leave
- Annual personal study support allowance of $1,500/£900
- Discounted gym membership (US & UK)
- Access to discount & reward programs
Company values
- Be Customer Obsessed: We exist for our customers. We listen to them and understand their challenges. We design best-in-class data solutions for their success.
- Act with Integrity: We build trust through honesty and transparency. We're committed to doing the right thing for our customers, our company, and each other.
- Own Your Success: We're a high-performance team. We challenge and champion each other in our pursuit of excellence. We never stop learning and strive to become experts in our fields.
- Think Forward: We lead the industry through innovation. We foster collaboration and creativity to solve our clients' next challenge and give them a competitive advantage.
- Make an Impact: We drive postive change as individuals, and as a company. We're passionate about creating a better tomorrow for our industry and our communities.
Company HQ
Victoria, London, UK
Articles
Leadership
Mark O'Hare
(Managing Director)Previously a Manager at The Boston Consulting Group and CEO of Citywatch.
Salary benchmarks
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Diversity, Equity & Inclusion at Preqin
- Our company vision is to create an environment where diversity and inclusion are at its core and our differences are valued. An environment where we actively celebrate and support each other, no matter our visible or invisible differences. We believe that every person has the right to work in a safe and welcoming environment and that’s why we commit to being a truly inclusive employer that integrates DEI throughout all of our operations, whilst investing in and empowering our people.
- Launched our DEI Steering Committee in October 2020. They hold sessions regularly to support and guide Preqin’s DEI initiatives, with active leadership from our CEO.
- Workshops, fireside talks and external guest speakers discussing important topics such as, navigating challenges for women in senior leadership, menopause and managing stress.
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