Cognitive Credit

Customer Success Manager

• Own a portfolio of clients across Asset Management, Hedge Funds & Investment Banks from onboarding to renewal, with targets and KPIs for retention, engagement, and cross selling/upselling
• Own and nurture decision maker relationships ranging across Head of Fixed Income, Head of Research and Senior Partner/ PM profiles
• Own client communication and resolve inquiries and escalations with autonomy
• Own and run business reviews (EBR’s) and other strategic meetings with clients
• Manage onboarding and some application training; conduct client demonstration sessions designed to address the individual needs of the user with a consultative approach to drive engagement
• Work collaboratively with senior management to strategise account retention and growth opportunities
• Uncover and mitigate any risk that threatens clients’ growth, satisfaction, or renewal; develop and execute risk mitigation plans
• Transform clients into evangelists to take part in fireside chats and case studies
• Be the voice of your clients internally, driving product improvements and contribute to process creation and improvements
• Be comfortable with engaging a broad set of stakeholders across the client lifecycle

Client Success Manager

Financial Planning and Analysis

• Growing our data by processing financial reports using the Company’s proprietary data extraction system, assembled using cutting-edge machine learning technology
• Analyzing resulting output for accuracy and completeness using internally developed audit tools and techniques
• Monitoring / “owning” your coverage universe to support live data updates during corporate earnings season
• Interacting with our clients, the world’s leading investment firms, to answer questions about data and product functionality; supporting sales and account management teams
• Discussing product priorities and strategic objectives with a management team that has many decades of buy-side and sell-side experience working in intuitional credit markets
• Collaborating with the engineering team to review system performance and identifying opportunities for improvement, including both internal analyst tools and our client-facing application

Client Success Manager

Credit Analyst