We are currently looking for a Client Success Lead to join our 1840 & Company team. The individual has to be a go-getter who welcomes the challenge of meeting the needs of a growing business. You will have the opportunity to work in a fast-paced, creative environment and will directly contribute to Client Success.
The Client Success Lead is a role that is responsible for a territory of selected regional and global client accounts within the financial and professional services space. The key focus of the role is to provide day-to-day account management, timely query support as well as support in the implementation of strategic client objectives.
Working through the named list of existing clients, the CSL is expected to work closely with the Cross-Functional Teams to expand the value of our current partnerships by further entrenching our data and analysis with current and new users. This will be done by supporting research queries, new user registration, running training, arranging marketing campaigns, and recommending new solutions.
When engaging with our clients, the CSL is expected to understand why clients use and need our information and are able to recommend the services best fit their needs, which may include expanding their current subscription or engaging with our Consulting team.
The CSL will be tasked to leverage CRM tools, technical support, and industry research teams as necessary in helping client needs.
Key Responsibilities
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