The Client Engagement Team is responsible for proactively fostering meaningful relationships with clients to identify opportunities for leveraging the company's products, ensuring they achieve their objectives and derive maximum value from the services provided
Job Summary
The Client Engagement Team is responsible for proactively fostering meaningful relationships with clients to identify opportunities for leveraging the company's products, ensuring they achieve their objectives and derive maximum value from the services provided.
Lead internal product roadmap feedback discussions based on client feedback and industry trends.
Our benefits include health and wellness coverage, generous time off, continuous learning resources, and investment in your future through competitive pay and retirement planning.
Matching Summary
The Client Engagement Team is responsible for proactively fostering meaningful relationships with clients to identify opportunities for leveraging the company's products, ensuring they achieve their objectives and derive maximum value from the services provided.
Skills & Requirements
Must-have
Client engagement
Product adoption and retention
Senior level client relationships
Internal product roadmap feedback
Microsoft Excel, Word, PowerPoint proficiency
Nice-to-have
Proactive relationship fostering
Driving new feature usage
Fast-paced environment adaptability
Outstanding customer service orientation
Key Requirements
7+ years account management experience
Bachelor's degree in Finance, Economics, Management, Business Administration
Private Markets and Fintech industry knowledge preferred
Ability to manage multiple senior level client relationships