own and cultivate relationships with your clients by leveraging product expertise to drive value and grow user engagement
becoming a trusted resource for our clients by acting as a thought partner and providing top-notch service
advocating for client needs cross-departmentally
creating and executing on account growth & engagement strategies
manage commercial strategy by developing rapport with key decision makers
managing renewals from beginning to end
identifying and executing on upsell opportunities to augment contract value
contribute to building best-in-class practices within our growing Client Strategy team and work to eventually grow into our Business Development team or build out a team of your own
Requirements
minimum 3+ year of relevant client facing experience
able to build strategic relationships within your book of business to support your renewal conversations, partnership presentations, and business expansion opportunities
passionate about making your clients successful and care deeply about their investment questions and process
able to proactively identify value-adding opportunities for your client base and materialize them through our research
can manage a high-touch, high-volume client base
both a self-starter and a team player
energized by contributing to the future of data-driven investment research and are genuinely interested in investment research and the markets
Benefits
flexible work hours
open vacation policy
generous 401K match
parental leave
team events
wellness and work-from-home budget
learning reimbursement
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
relationship managementclient advocacystrategic thinkingcommunicationteam collaborationself-starterproactive identificationclient engagementservice orientationrapport building