Client Success Associate at CFO Insights

CFO Insights; London; On-site; GBP 35,000 - 55,000; Full time

Job summary

A leading finance forum in London seeks a Client Success Associate to enhance client relationships and deliver exceptional service. You will work closely with internal teams to ensure smooth operations and maintain client satisfaction. Ideal candidates are proactive, detail-oriented, and have a degree with 3+ years in client management. This role offers attractive compensation and growth potential within the company.

Benefits

Unlimited growth potential

Travel opportunities

Invaluable transferable skills

Qualifications

• 3+ years of experience in client management, account management, or customer success roles.
• Fast learning and competent with new systems.
• Have a UK work permit.

Responsibilities

• Collaborate with internal teams to deliver exceptional service.
• Serve as a primary point of contact for clients.
• Collect feedback from clients post-event to evaluate satisfaction levels.

Skills

Ownership

Organizational skills

Proactive communication

Attention to detail

CRM proficiency

Education

Bachelor's or Master's degree

Tools

CRM software

Google Docs Editors

Job description

Client Success Associate at CFO Insights

London, United Kingdom

About us

CFO Insights is Northern Europe’s largest CFO forum and aims to connect and develop CFOs, finance leaders, and tomorrow's innovators by addressing he issues of the future CFO. We are connecting more than 11,000 professionals from more than 15 countries.

CFO Insights is part of United Media which focuses on building large scale industry media and conferences products in sectors such as insurance, HR, private equity, retail, etc. As of today, we have organically launched 8 media companies and acquired one.

What we offer you

As our Client Success, you get the unique opportunity to take ownership of our success. To ensure a never-ending growth curve, we provide you with:

• The opportunity of having a real impact - You’ll be getting operational experience in a start-up where both your work and the results are highly tangible and matter to the business.
• Unlimited growth potential in our company - we strongly believe in and have a track record of promoting internally.
• Travel opportunity: You will be joining our conferences overseas.
• Invaluable transferable skills - boost your interpersonal, organisation and project management skills through experience
• Attractive compensation package.
• Gain a lot of new relationships with global industry leaders while growing your personal brand.

Responsibilities:

• Collaborate with internal teams, including sales, marketing, and operations, to coordinate resources and deliver exceptional service to clients.
• Aligning on Sponsors expectations - pre & post sale, ensuring the sales process is deliverable.
• Serve as a primary point of contact for clients, once they have signed the contract, from the initial planning stages through the delivery of the events.
• Maintain accurate records of client interactions, contracts, and agreements using our CRM.
• Providing daily support to sponsors to facilitate their registration through our internal management systems.
• Building an internal knowledge base and helping with the onboarding of new clients.
• Collect feedback from clients post-event to evaluate satisfaction levels and identify areas for improvement.

What we expect from you

we are looking for candidates who:

• Take ownership of everything you do, be proactive and follow through on commitments.
• Are well-organised, and detail-focused and display the ability to structure and prioritise their work.
• Have acquired a bachelor’s or master’s degree with outstanding results
• Have a UK work permit
• Fast learning and competent with new systems
• Proficiency in CRM software and Google Docs Editors suite.
• 3+ years of experience in client management, account management, or customer success roles.

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