Customer Care Advisor jobs in United Kingdom

We are seeking a results-driven Outbound Data Relationship Manager to join our newly formed commercial team. In this role, you will connect with fund managers, secure valuable proprietary data, and support their fundraising efforts. You will be responsible for identifying and engaging potential new partners, initiating outreach, and building relationships that guide them through the data acquisition process.

This is an exciting opportunity to play a key role in shaping our team’s growth, strengthening the company’s data network, and fostering a culture built on strong, long-term relationships.

• Prospecting – Research and identify potential clients within the alternative asset management industry, using internal tools and resources to create targeted prospect lists.
• Outreach – Initiate and maintain contact with prospects through email, phone calls, and other channels; demonstrate our platform and explain the data submission process.
• Relationship Building – Cultivate trust and rapport with prospects, positioning both yourself and With Intelligence as valued partners.
• Lead Handoff – Work closely with data processing teams to ensure smooth transitions for new data leads and provide ongoing client support.
• Sales Enablement – Stay informed about our products, services, and competitors to effectively communicate our value proposition.
• Reporting – Keep detailed records of all prospect interactions and relationship-building activities in our CRM. Provide regular updates to the leadership team.
• Experience in a customer-facing role, ideally in financial services
• Excellent verbal and written communication skills
• Energetic and able to connect quickly with people at all levels
• Personable, credible, confident, driven, and enthusiastic
• Strong results orientation with a track record of meeting or exceeding targets
• Skilled at managing multiple prospects/clients while maintaining attention to detail
• Quick to absorb and retain technical and procedural knowledge
• Proficient in Microsoft Excel
• Additional language skills are a plus but not required

• 24 days annual leave rising to 29 days
• Enhanced parental leave
• Medicash (Health Cash Plans)
• Wellness Days
• Birthday day off
• Employee assistance program
• Travel loan scheme
• Charity days
• Breakfast provided
• Social Events throughout the year
• Hybrid Working

With Intelligence is based at One London Wall, London EC2Y 5EA. We offer amazing benefits, free breakfast daily and drinks provided all day, every day. We actively encourage social networks that oversee activities from sports, book reading to rock climbing, that you are free to join.

As part of our company, you will enjoy the benefits of an open plan office and working with a social and energetic team. With Intelligence provides exclusive editorial, research, data and events for senior executives within the asset management industry. These include hedge funds, private credit, private equity, real estate and traditional asset management, and our editorial brands are seen as market leaders in providing asset manager sales and IR execs with the actionable information they require to help them raise and retain assets. To maintain and grow our position in the market we need to continue to hire highly motivated, thoughtful and to ensure our subscribers are getting the exclusive intelligence they need first, and most comprehensively, through our range of services. If you are interested so far in what you have read, please apply, we look forward to hearing from you.

We are an Equal Opportunity Employer. Our policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, colour, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable law.