InvestorHub

Customer Success Manager

• Provide ongoing support to clients to maximise their value derived from the platform, and to embed InvestorHub as mission critical to their company's success.
• Proactively engage with clients to increase opportunities for value delivery and upsell opportunities.
• Perform basic data analysis to inform client insights.
• Maintain the hygiene and accuracy of Hubspot CRM.
• Create a range of basic collateral (videos, posters, email campaigns) to support our clients' investor marketing activities.
• Bring together insights and feedback from our clients and provide input to the product team.
• Proactively identify client needs and collaborate with other internal teams to ensure client success.

Client Success Manager – CSM