Client Success Manager - London, United Kingdom - Round Pegs Recruitment

Round Pegs Recruitment

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

A fintech business that services the investment and wealth management industry is seeking a CRM/CSM to join their growing team.

The Client Success Manager will interface directly with manager research teams to get them started and continue to request and review fund due diligence information.

Will provide orientation to new users of the platform, demonstrate functionality, provideguidance on best practice and gather feedback to provide input for continuous improvement of the platform.

This is a client-facing role - the majority of interaction will be via phone/video but some travel to client offices may be required both in the UK andabroad.

Responsibilities & Duties:

Help grow and retain the community of manager research team users
Analyse RFP, DDQ and fund data to optimise implementation for varying fund investors
Collaborate within our global clientfacing team ensuring a great experience for fund investor clients
Manage and foster relationships
Execute a strategy to grow adoption of us across the UCITS and ETF Platforms
Work with tech and client teams to creatively solve problems that arise from users
Implement an ongoing communications plan for manager research teams

The role requires:

Minimum of 2 years of related experience
Strong project management skills ability to translate client requirements into tangible actions, building clear plans and charting progress of clients
Excellent communication and interpersonal skills confident in building lasting relationships with internal and external stakeholders, liaising with all levels of authority, navigating cultural and user case differences
Strong negotiation skills to influence and persuade clients to achieve best results and retain their service
Selfstarting and motivated to improve processes for both the clients and internally, challenging the status quo
Problemsolver with a pragmatic attitude to identify clear routes and processes to yield results
Humble, team player that is flexible to support colleagues and work on other initiatives to help drive our strategic goals
Working knowledge of the asset/wealth management due diligence lifecycle
Experience at an asset manager in RFP/information fulfillment including working knowledge of RFP software
Knowledge/experience of fund research