Client Success Associate at Private Equity Insights

Private Equity Insights IVS; London; On-site; GBP 150,000 - 200,000; Full time

Job summary

A dynamic investment community in London is seeking a Client Success Associate to enhance client relationships and ensure exceptional service. The ideal candidate will have 3+ years in client management, a relevant degree, and proficiency in CRM software. This role offers attractive compensation and the opportunity for significant professional growth within the company.

Benefits

Unlimited growth potential

Travel opportunities

Competitive compensation package

Qualifications

• 3+ years of experience in client management or customer success roles.
• Proactive and follow through on commitments.
• Detail-focused and able to prioritize work.

Responsibilities

• Collaborate with sales and marketing teams to deliver service to clients.
• Serve as primary point of contact for clients post-sale.
• Maintain accurate records of client interactions using CRM.

Skills

Ownership

Organization

Client relationship management

Proficiency in CRM software

Attention to detail

Education

Bachelor's or Master's degree

Tools

CRM software

Google Docs Editors

Job description

Client Success Associate at Private Equity Insights

London, United Kingdom

About us

Private Equity Insights is the world's leading Private Equity community. We connect and develop more than 240,000 investment professionals across the world, through our platforms, which include conferences, webinars, magazines and news reports.

Private Equity Insights is part of United Media ( https://www.united-media.com/ ) 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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