Client Success Manger at CFO Insights

CFO Insights; City Of London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading finance forum in the City of London is seeking a Client Success professional. You will coordinate with various internal teams and serve as the primary contact for clients post-contract. The ideal candidate has a degree, 3+ years of experience in client management, and excellent organizational skills. This position offers unlimited growth potential and an attractive compensation package.

Benefits

Attractive compensation package

Travel opportunities

Unlimited growth potential

Qualifications

• 3+ years of experience in client management or customer success roles.
• Ability to work proactively and take ownership of tasks.
• Proficient with CRM software and detail-oriented.

Responsibilities

• Coordinate resources and deliver exceptional service to clients.
• Align sponsor expectations throughout the sales process.
• Maintain records of client interactions via CRM.

Skills

Client management

Organizational skills

Proficiency in CRM software

Communication skills

Education

Bachelor’s or Master’s degree

Tools

Google Docs Editors

Job description

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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