Associate Client Success Manager, Consumer Edge
Corporate
$90-105k
+ Opportunity for a performance-based bonus + Company equity
More information about location
Consumer data solutions
Job no longer available
Consumer data solutions
101-200 employees
Job no longer available
$90-105k
+ Opportunity for a performance-based bonus + Company equity
More information about location
101-200 employees
Company mission
To inform better business decisions with data-driven insights, globally.
Role
Who you are
- This role is a strong fit for someone who is early in their client success career and wants to build experience with data-focused, institutional and corporate clients in a fast-paced environment.
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- Two to four years of experience in a client-facing environment role, ideally in technology, data, or financial services industries.
- A collaborative and team oriented working style, with a strong focus on client engagement, adoption, and long-term relationship growth
- Expertise with Excel, PowerPoint, and Salesforce; Hubspot is a plus.
- Strong verbal and written communication skills and comfort working with professional, detail-oriented stakeholders.
- Analytical mindset with the ability to interpret data, spot patterns, and support clear recommendations.
- Strong organization and time management skills with the ability to manage multiple tasks and accounts concurrently.
- Eagerness to learn CE’s products, data, and client use cases in depth.
What the job involves
- Consumer Edge (CE) is looking for a motivated and detail-oriented Associate Client Success Manager to support and grow relationships with corporate clients who rely on CE’s data and SaaS products
- In this role you will work alongside senior Client Success and Account Management colleagues to help clients onboard smoothly, engage with CE’s platform, and see clear value in their day-to-day workflows.
- Reporting to the Director of Account Management, you will support client relationships with a strong focus on coordination, preparation, and day-to-day relationship management
- Client Success at Consumer Edge focuses on clear onboarding, ongoing education, and proactive engagement so customers can incorporate CE into their research, investment, and strategic decisions.
- The function works closely with Sales, Account Management, Product, Data, and Research, serving as the voice of the customer and an advocate for a consistent, high-quality experience
- As an Associate Client Success Manager, you will support these efforts by handling key coordination tasks, tracking deliverables, maintaining clean records, and helping to build scalable processes and client resources.
- Support day-to-day relationships with a defined set of client accounts, partnering with Account Management and other CE colleagues.
- Educate customers to ensure adoption and optimal usage of CE’s offerings.
- Track key deliverables, follow up on open items, and ensure client and internal stakeholders are aligned on next steps and timelines.
- Maintain accurate records of contacts, meetings, usage notes, and renewal dates in CRM and internal systems.
- Prepare materials for client meetings, including account summaries, usage reports, and presentation content.
- Monitor engagement and basic account health indicators, and flag notable changes to senior team members.
- Help respond to client requests by coordinating with Insights, Product, Data, and Support to get timely and accurate answers.
- Contribute to client-facing resources such as guides, FAQs, and onboarding checklists that help users adopt CE more quickly.
- Identify ways to streamline workflows and improve internal processes, tools, and documentation within the Client Success and Account Management teams.
Our take
In an uber competitive equity market, investors of all stripes are looking for different ways to find an edge over their peers. For B2C companies with a great deal of activity, one such method is driving insights from consumer data. And Consumer Edge is responding to this increasing demand for accurate, timely consumer spending data.
The company is focused on providing best-in-class alternative data products and tools. On top of these alternative data-sources, the company delivers boutique insights, data feeds and templates to ensure actionable insights can be derived in a timely fashion.
Recently, it has become clear that Consumer Edge is seeking inorganic growth with targeted acquisitions of competitors in the space, largely in international markets. For example, an acquisition of German-based Qentis has boosted their client base considerably while offering new opportunities for synergies with the leading provider of privacy-compliant European transaction data. This strategic push not only expands their global footprint but also positions Consumer Edge well for long-term growth in an increasingly data-driven privacy-conscious market.
Freddie
Company Specialist at Welcome to the Jungle
Insights
10% employee growth in 12 months
Company
Funding (1 round)
Jan 2023
$60m
LATE VC
Total funding: $60m
Company benefits
- Health Empowerment: Take charge of your health with our comprehensive healthcare benefits, including a Health Savings Account (HSA) and a Healthcare Flexible Spending Account (HCFSA)
- Flexible Work Environment: Embrace a remote-first workplace that offers the freedom to work from anywhere
- Holistic Support: Receive support for your financial, physical, and mental well-being through our holistic wellness program
- Complete Health Coverage: Access mental, dental, and vision care, along with an Employee Assistance Program, to ensure comprehensive health coverage for you and your loved ones
- Financial Security: Protect your income and plan for a secure retirement with our income protection and retirement plans
Company HQ
Midtown East, New York, NY
Leadership
Bill Pecoriello
(Founder & CEO)Founder and CEO of Good Deeds. Also the co-founder of Sweet P Bakery and Crumb Together Bakery. Previously a Managing Director at organ Stanley and a Partner/Analyst at Sanford C. Bernstein.
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