Client Success Manager

• Lead Onboarding for strategic accounts.
• Develop a deep understanding of our clients’ organizational structure, each users’ role, and day-to-day function.
• Act as consultants and problem solvers. CSM’s will go the extra mile to understand the pain points in our users’ existing workflow, then strategize and train clients on how to reach solutions and desired outcomes by using Preqin products.
• Discover ongoing opportunities to weave in Preqin’s products/services into our clients’ daily workflow.
• Ensure subscriptions are configured and optimized with appropriate alerts, saved searches, target lists etc.
• Grow customer lifetime value by proactively engaging clients and serving as their advocate internally.
• Nurture relationships with strategic accounts; drive ongoing education and continued value of our products and services.
• Proactively and empathetically engage clients at risk, ensuring urgent client issues are resolved in a timely manner.
• Discovering trends for churn, optimizing processes for danger accounts moving forward.
• Collaborate and build relationships with healthy accounts. Discover trends for Success to implement as best practices for similar account types/use cases moving forward. Source client testimonials, referrals, etc.

• Must have a “Client-first” attitude.
• Strong interpersonal communication and listening skills; comfortable on phone.
• Prior experience in Client Success within the financial or SaaS industries (or equivalent history of increasing customer satisfaction, adoption and retention metrics).
• Must have a can-do and problem-solving mentality. Views existing friction points in the product and customer journey as opportunities for improvement.

• 401k with 100% company match up to 10% with a 6-month waiting period
• Health, Dental, Vision and Life Insurance- on an individual only basis, starting on the first day of the month with a $1 monthly contribution
• $1,500 annual stipend towards professional development to undertake professional training or to gain qualification relevant to your career progression such as CAIA or CFA
• 19 days paid annual leave + 10 federal holidays (pro rata’d dependent on your start date) + 7 sick days
• Employee referral bonus program
• Commuter and Transit benefits
• Parental Family Leave 14 weeks and an additional 4 weeks to be used during first 2 years of child's arrival
• Growth Space professional development coach 1-on-1
• Diversity Equity and Inclusion Team
• Employee Resource Groups (ERGs): Women's Initiative Network, LGBTQ+ ERG, Mental Health Aids Resource Group, BIPOC Resource Group
• Employee Book Club with weekly meetings
• Culture Committee to organize in-person social events

Preqin is an equal opportunity employer, with diversity at the heart of our business. It is the policy of Preqin to ensure equal employment and consider all qualified applicants without regard to race, colour, religion, sex, sexual orientation, marital status, gender identity or expression, national origin, age, disability, pregnancy, veteran status, genetic information, socioeconomic status, political affiliation, or any other basis prohibited by applicable law. Preqin is committed to offering an inclusive and accessible experience for all job seekers, so everyone has the opportunity to be successful. If you need a reasonable accommodation during the application process due to a disability, please let the Preqin recruiter know at the start of the application process. Reasonable accommodations are modifications or adjustments to the application or hiring process that would enable you to fully participate in that process.