Customer Success Executive, With Intelligence
+ Commission
3 days a week in office (One London Wall, London)
Alternative asset management data and intelligence
Job no longer available
Alternative asset management data and intelligence
501-1000 employees
Job no longer available
+ Commission
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
- 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
- Strong verbal and written communication skills
- Experience in a client-facing role such as customer success, account management, or sales support — ideally in SaaS, fintech, or CRM platforms
- 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
- Tech-savvy with the ability to quickly learn and demonstrate product features
- 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 Management and New Business function, 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 Foliometrics product
- Foliometrics is our flagship CRM product designed specifically for the alternative asset management community
- This role will be supporting a growing book of clients, providing the opportunity to own relationships with some of the biggest names in the investment landscape
- You will have a critical role in helping our clients get the maximum value from the product, while partnering with our sales team to deliver high-impact product demonstrations
- Engaging directly with clients throughout the subscription term, building rapport and trust to ensure high retention and satisfaction
- Ensuring new customers are successfully onboarded and are setup for success from day one
- Providing impactful, technical client product demonstrations
- Act as a trusted advisor, assisting clients with any product related questions
- Helping to customise the service for specific client types
- Finding ways to meaningfully engage clients and ensure consistently strong product uptake
- Identifying any opportunities for upselling or cross-selling
- Reporting all feedback to Account Managers and in CRM systems to highlight risk and opportunity
Salary benchmarks
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
11 people
Matt Mardle, Head of Data Science & Engineering
Our mission
Our function exists to enable data excellence. This is achieved through accurate data capture, robust pipelines & quality monitoring.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 values
- Always deliver
- Make an impact
- Be yourself
- Work together
- Keep getting better
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.
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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