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We are looking for a Client Strategy Manager (CSM) to join our team and support our growing client base in making better investment decisions. Our goal is to be a research partner with our clients, almost an extension of their team. We do this by being experts on our products and the associated investment narratives, understanding exactly what names our clients currently care about and why, then providing proactive engagement and real-time responses to ensure we’re answering their key questions and maximizing value from our product offering. This role would partner with Business Development Executives.
Job Responsibility:
Own and cultivate relationships with your clients
Leverage 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
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 of 4+ years of relevant client-facing experience
Able to build strategic relationships within your book of business to support renewal conversations, partnership presentations, and business expansion opportunities
Passionate about making 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