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Cognitive Credit · 9 hours ago

Client Success Manager

United States

Full-time

Remote

Mid, Senior Level

Cognitive Credit is a Series B scale-up developing advanced analytics software for global credit investors. The Client Success Manager will play a crucial role in managing a portfolio of existing accounts, ensuring client satisfaction, and driving growth through effective relationship management.

Financial ServicesSoftwareStock Exchanges

Responsibilities

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

Qualification

Client relationship managementFixed Income/Credit marketsPost sales lifecycle managementAccount planningCross team collaborationChange managementVerbal communicationWritten communicationAttention to detailSelf starter