Client Success Executive

Added
16 days ago
Type
Full time
Salary
Salary not provided

Related skills

crm fintech financial services salesforce

📋 Description

  • Support Strategic Account Management after opportunities by drafting and coordinating agreements
  • Develop and maintain sales enablement materials (guides, templates, best practices) for internal
  • Handle admin tasks and keep records of proposals, client documentation to ensure compliance.
  • Prepare proposals and work with Account Managers on data needs, timelines, and client needs.
  • Follow up on client consents and ensure documentation is complete and timely.
  • Coordinate client system upgrades by tracking progress and communicating updates.
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