Client Success Associate
Posted Updated
Description
- As a Client Success Associate at FE fundinfo, you will own a portfolio of clients using our Data Mastering products, guiding them from their earliest steps as new users through to becoming confident, long-term partners
- This is a role where your instinct for building trust and your understanding of the fund industry translate into real impact — for your clients and for the business
- You will have the opportunity to work at the intersection of client relationships and product strategy, representing client voices internally and helping shape how our solutions evolve
- Guiding new Data Mastering clients through their transition from sales prospect to active, confident product user
- Building and maintaining close, long-term relationships across a portfolio of asset management and distribution clients
- Proactively identifying opportunities to help clients get more value from our Data Mastering products and services
- Monitoring client product usage and engagement to ensure clients are consistently benefiting from our solutions
- Keeping current with our portfolio and clients’ evolving business needs to make timely, relevant recommendations
- Coordinating with internal teams across product, operations, and data strategy to connect client requirements with our development roadmap
Benefits
- Training & Career Development
- Health & Wellbeing Initiatives
- Versatile Working Principles - we value in-person time with our colleagues, yet understand the benefits working from home can bring
- Community Impact - our charity initiatives respond to local causes that resonate with our employees
- FE fundinfo’s Community Day gives each of our employees the opportunity to dedicate a day of work time to a meaningful cause
- You are resilient, analytical, and equally comfortable working independently and as part of a collaborative team
- You have strong communication and presentation skills, able to convey complex propositions with clarity and professionalism
- You are confident using Salesforce, the Microsoft Office Suite including Excel, and are comfortable applying AI tools to improve your productivity
- Around one year of experience in a client-facing role, ideally in B2B client success, account management or relationship management
- You have demonstrated the ability to build trust and rapport with stakeholders across all levels of a client organisation
- Apply now and we’ll aim to get back to you with feedback within 5 working days