Client Success Executive

Added
11 days ago
Type
Full time
Salary
Salary not provided

Related skills

account management salesforce finance onboarding banking
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๐Ÿ“‹ Description

  • Support the Strategic Account Management Team in progressing qualified opportunities by preparing
  • Manage client documentation and governance requirements by maintaining accurate records of
  • Coordinate system upgrades and enhancements for existing clients by working with internal teams to
  • Maintain accurate commercial and performance information by updating Salesforce records, protecting
  • Strengthen sales operations and account support by developing sales enablement guides, templates

๐ŸŽฏ Requirements

  • Diploma or Bachelor of Degree in Business Studies/Administration/Management, Finance, Marketing or
  • 1 or more years of experience in client success, sales support, account support, or a similar
  • Familiarity with banking and finance industry or fintech industry will be an advantage.
  • Experience balancing a book of business and follow up with internal teams.
  • Experience documenting customer pain points, workflows, and requests with accuracy in documentation
  • Clear Experience conducting quarterly business reviews, detailing customers' adoption of and

๐ŸŽ Benefits

  • Hybrid work arrangement: You will divide your time between working remotely and working from the
  • Inclusive paid leave
  • People-first and inclusive workplace
  • Career growth opportunities
  • Exposure to diverse, global teams
  • ExperianCares Flexi Benefits
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