Client Success Account Manager

Posted 4 Days Ago
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Sydney, New South Wales
Junior
Fintech
The Role
The Client Success Account Manager is responsible for managing post-sales processes including onboarding, training, and client service to ensure client retention and maximize revenue. This role involves building strong client relationships, liaising with internal teams for product enhancement, and achieving client renewal targets.
Summary Generated by Built In

Let’s be #BrilliantTogether

Overview

The role of a Client Success Account Manager is a pivotal position that focuses on delivering exceptional account and relationship management to our esteemed clients based in Australia. With a primary responsibility for client retention, the Client Success Account Manager will oversee various aspects of the post-sales process, including onboarding, training, client service, and ongoing engagement. The ultimate goal is to cultivate and nurture client relationships, thereby maximizing the renewal of existing client revenue.

 

As an expert in our products, the Client Success Account Manager will play a vital role in providing comprehensive client training, ensuring that clients fully grasp the value and benefits offered by our solutions. By acting as a liaison between clients and internal teams, they will actively gather feedback and insights, facilitating continuous product enhancement and identifying new opportunities to further meet client needs.

 

The ideal candidate for this position will possess a strong background in account management, along with excellent interpersonal and communication skills. A proactive approach, coupled with a deep commitment to client satisfaction, will be instrumental in excelling in this role. If you are passionate about building long-lasting client relationships, driving product value, and contributing to our ongoing growth and success, we encourage you to apply for this exciting opportunity.

Responsibilities

  • Achieve allocated client renewal revenue targets.
  • Manage post-sales onboarding, relationship management, client retention and service for Rainmaker/ISS MI products
  • Develop and maintain excellent client relationships with assigned accounts and with existing and potential Rainmaker/ISS MI clients.
  • Provide ongoing training and support to Rainmaker clients, proactively and for inbound queries
  • Work closely with development, data operations, research and marketing teams to provide client feedback for product enhancements.
  • Assist the Head of Client Success with the client engagement, retention and renewal strategy for Rainmaker research and product clients.
  • Assist Technical Sales team with identifying sales opportunities, client prospecting, upsell opportunities and cross-product solutions
  • Assist Advertising Operations team to coordinate client advertising execution across digital and print media titles.
  • Manage client renewal pipeline in Salesforce

Qualifications

  • Bachelor or Masters degree in business, finance, marketing, communications or related field preferred but not essential.
  • With 2-5 years of industry experience in account management, sales or client services in financial services, technology, media, information service vendors, insurance, investment management or superannuation.
  • Understanding of wealth management, superannuation, life insurance and management investments preferred but not essential.
  • Strong client service, account management and engagement skills, ability to communicate professionally and effectively with all levels within the client organization.
  • Excellent communication, presentation and client training skills required.
  • Highly organized workflow with strong attention to detail, effective prioritization and time management.
  • Willingness to learn and develop.
  • Proficiency in MS Office with an emphasis on Excel and PowerPoint.
  • Ability to work independently as well as within a collaborative team environment.

#LI-CP11

#Sales

#Associate

#MIN

What you can expect from us

Our people are the moving force behind ISS STOXX. We are dedicated to hiring the best, most talented people in our industry and empowering them with the resources and support to enhance their career, health, financial and personal well-being. 

We are committed to fostering, cultivating, and preserving a culture of diversity and inclusion. We are invested in our people and are working every day to ensure a diverse, equitable, and inclusive workplace.

Let’s empower, collaborate, and inspire one another. 

Let’s be #BrilliantTogether.

About ISS STOXX

ISS STOXX GmbH is a leading provider of research and technology solutions for the financial market. Established in 1985, we offer top-notch benchmark and custom indices globally, helping clients identify investment opportunities and manage portfolio risks. Our services cover corporate governance, sustainability, cyber risk, and fund intelligence. Majority-owned by Deutsche Börse Group, ISS STOXX has over 3,400 professionals in 33 locations worldwide, serving around 6,400 clients, including institutional investors and companies focused on ESG, cyber, and governance risk. Clients trust our expertise to make informed decisions for their stakeholders' benefit. 

ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry. ISS MI empowers asset and wealth management firms, insurance companies, distributors, service providers, and technology firms to assess their target markets, identify and analyze the best opportunities within those markets, and execute on comprehensive go-to-market initiatives to grow their business. Clients benefit from our increasingly connected global platform that leverages a combination of proprietary data, powerful analytics, timely and relevant insights, in-depth research, as well as an extensive suite of industry-leading media brands that deliver unmatched market connectivity through news and editorial content, events, training, ratings, and awards. 

Visit our website: https://www.issgovernance.com

View additional open roles: https://www.issgovernance.com/join-the-iss-team/

Institutional Shareholder Services (“ISS”) is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. It is our policy to prohibit discrimination or harassment against any applicant or employee on the basis of race, color, ethnicity, creed, religion, sex, age, height, weight, citizenship status, national origin, social origin, sexual orientation, gender identity or gender expression, pregnancy status, marital status, familial status, mental or physical disability, veteran status, military service or status, genetic information, or any other characteristic protected by law (referred to as “protected status”). All activities including, but not limited to, recruiting and hiring, recruitment advertising, promotions, performance appraisals, training, job assignments, compensation, demotions, transfers, terminations (including layoffs), benefits, and other terms, conditions, and privileges of employment, are and will be administered on a non-discriminatory basis, consistent with all applicable federal, state, and local requirements. 

Top Skills

MS Office
Salesforce
The Company
HQ: Rockville, MD
2,115 Employees
On-site Workplace
Year Founded: 1985

What We Do

Founded in 1985, Institutional Shareholder Services group of companies (ISS) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics and insight. ISS, which is majority owned by Deutsche Bourse Group, along with Genstar Capital and ISS management, is a leading provider of corporate governance and responsible investment solutions, market intelligence, fund services, and events and editorial content for institutional investors and corporations, globally. ISS’ 2,200 employees operate worldwide across 29 global locations in 15 countries. It’s approximately 3,100 clients include many of the world’s leading institutional investors who rely on ISS’ objective and impartial offerings, as well as public companies focused on ESG and governance risk mitigation as a shareholder value enhancing measure. Clients rely on ISS’ expertise to help them make informed investment decisions.

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