Customer Success Executive, With Intelligence
+ Bonus structure
2-3 days a week in office (One London Wall, London)
Alternative asset management data and intelligence
Be an early applicant
Alternative asset management data and intelligence
501-1000 employees
Be an early applicant
+ Bonus structure
2-3 days a week in office (One London Wall, London)
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
- Strong verbal and written communication skills
- Energetic with an ability to connect quickly with people at all levels
- Professional, credible, confident, driven, and enthusiastic
- Ability to juggle multiple accounts at a time, while maintaining sharp attention to detail
- Commercially astute to be able to understand and impact business objectives
- Ability to retain information (technical knowledge of industry, product and business operations procedures)
What the job involves
- Our Customer Success team are an important segment of the Sales team at With Intelligence
- Working alongside the Account Managers, the team is responsible for driving usage and adoption, engaging with clients, and improving the health of accounts to ensure success for the customer, and ultimately retain and grow their business
- This is an exciting opportunity to join as we expand the team covering our Portfolio Management Research (PMR) product
- PMR is the definitive independent research platform for the investment management industry, with its cornerstone publication, the Journal of Portfolio Management, celebrating its 50th Anniversary this year
- This role will be supporting our Key Accounts, with the opportunity to own relationships with some of the biggest names in the investment landscape
- The candidate should be passionate about customer engagement with excellent communication skills and appreciate how good data discipline underpins this, enabling the implementation of measurable tactics to achieve results
- Engaging directly with clients throughout the subscription term, building rapport and trust
- Ensuring new customers are successfully onboarded and are setup for success with PMR from day one
- Providing client product demonstrations
- Assisting clients with any product related questions
- Helping to customise the service for specific client types
- Finding ways to meaningfully engage clients and increase their usage of the products
- Identifying any opportunities for upselling or cross-selling
- Speaking with clients to uncover data needs and where they find value in the products we offer
- Working with our suite of software tools to understand and drive-up usage
- Reporting all feedback to Account Managers and in CRM systems
Application process
- Due to the Christmas company shutdown, we will be reviewing applications from the week of the 6th of January, 2025, so we apologise about any delays in getting back to you
Salary benchmarks
Our take
Founded in 1998, With Intelligence recognized 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.
A recent investment by Motive Partners positions the company 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 capitalize on the growing demand for data-driven solutions in the global asset management landscape.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
Company
Employee endorsements
Opportunities to learn
"From the moment I arrived, everyone in my team has been supportive of the fact that I had plenty to learn as an industry outsider and have all..."
Company benefits
- 24 days annual leave rising to 29 days
- Enhanced parental leave (16 weeks paid)
- Wellness Days (5 days per year) - designated for you to focus on your wellbeing and self-care
- Mental health support - we will contribute 50% of the cost to your therapy sessions
- Birthday day off
- Employee assistance program (Telus Health) - a range of support services for you and your family
- Travel loan scheme - access to discounts on season tickets
- Charity day - 1 per year to support a charity of your choosing. With will match any funds raised
- Breakfast provided - cereal and fruit in all of our locations
- Social events throughout the year - including team lunches, summer parties and end of year celebrations
- Flexibility to work from home
- Fully stocked soft drink fridge
- Flexible Fridays (Opportunity to finish early)
- Medicash (Health Cash Plans)
- Life Insurance
Company HQ
Barbican, London, UK
Articles
Leadership
Charlie Kerr
(CEO)Founded With Intelligence (originally Pageant Media) in 1998 and has served as the CEO since.
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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