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Customer Success Manager

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Preqin

17d ago

  • Job
    Full-time
    Mid & Senior Level
  • Customer Relations
    Sales & Business Development
  • Frankfurt

AI generated summary

  • You must be fluent in German, have a customer-first attitude, SaaS or finance experience, strong relationship-building skills, and a positive mindset for issue resolution and client satisfaction.
  • You will onboard strategic accounts, optimize subscriptions, engage stakeholders, solve problems, boost customer usage, identify upsell opportunities, and address at-risk customers to prevent churn.

Requirements

  • Native or Fluent German Language is essential
  • A “customer-first” attitude is essential.
  • Experience in Customer Success within SaaS or Financial sectors.
  • Strength in building relationships and positive collaboration with customer.
  • Ability to increase client satisfaction, adoption and retention metrics.
  • Professional and engaging manner with excellent interpersonal communication skills, and the ability to lead meetings.
  • Experience with issue resolution and a positive mindset to view challenges in the product and customer journey as opportunities for improvement.

Responsibilities

  • Lead Onboarding for strategic accounts and ensure subscriptions are configured and optimized with appropriate alerts, saved searches, target lists, etc.
  • Develop a thorough understanding of Preqin’s products and services and identify upsell opportunities for our Sales team, while nurturing the customer relationship.
  • Engage key stakeholders across all levels within customer organizations and have a deep understanding of our customers organizational structure, each user’s role, and day-to-day function and business needs.
  • Be recognized as a consultant and problem solver - go the extra mile to understand the pain points in our users’ existing workflow then strategize and train customers on reaching solutions and desired outcomes using Preqin products.
  • Continually work to build interest within our user base, increase customer usage and engagement, identify upsell opportunities for the sales team, and ensure that our clients are maximizing value and continuously growing with us.
  • Proactively and empathetically engage customers at risk, ensuring urgent customer issues are resolved promptly, and discover trends for churn, optimizing processes for danger accounts moving forward.

FAQs

Is this position full-time or part-time?

This position is permanent and full-time.

Where is the Customer Success Manager position located?

The position is located in Frankfurt.

What qualifications do I need to apply for this role?

You need to be a native or fluent German speaker and have experience in Customer Success within SaaS or financial sectors.

What is the main responsibility of the Customer Success Manager?

The main responsibility is to prioritize client success, manage account health, and collaborate with client-facing teams to ensure customers are maximizing value from Preqin's products and services.

Will I be responsible for onboarding clients?

Yes, you will lead the onboarding process for strategic accounts.

Is there a focus on upselling in this role?

Yes, you will identify upsell opportunities while nurturing customer relationships.

How does the company view challenges in the customer journey?

The company views challenges as opportunities for improvement in the product and customer journey.

Is there any support for professional growth?

Yes, the company focuses on member growth, celebrates contributions, and is building learning programs to help employees thrive.

Does the company promote diversity and equal opportunities?

Yes, Preqin is an equal opportunity employer and values diversity at the heart of its business.

What type of interpersonal skills are required for the role?

Excellent interpersonal communication skills and the ability to lead meetings are essential for this role.

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Preqin

Visit the Home of Alternatives at www.preqin.com

Finance
Industry
1001-5000
Employees
2003
Founded Year

Mission & Purpose

Preqin is a company that specialises in providing data, insights, and analytics for the alternative assets industry. They offer a comprehensive platform that covers various asset classes, including private equity, venture capital, real estate, infrastructure, and hedge funds. Preqin's ultimate mission is to empower investors, fund managers, and other industry professionals with the information and tools they need to make informed decisions and drive success in the alternative assets space. Their purpose lies in providing accurate, timely, and actionable data, market intelligence, and research reports that enable clients to identify investment opportunities, benchmark performance, and gain a competitive edge. By connecting industry participants and providing insights into market trends and opportunities, Preqin aims to foster transparency, enhance decision-making, and facilitate the growth and development of the alternative assets industry.

Culture & Values

  • Be customer obsessed

    We exist for our customers. We listen to them and understand their challenges. We design best-in-class data solutions for their success.

  • Act with integrity

    We build trust through honesty and transparency. We’re committed to doing the right thing for our customers, our company, and each other.

  • Own your success

    We’re a high-performance team. We challenge and champion each other in our pursuit of excellence. We never stop learning and strive to become experts in our fields.

  • Think forward

    We lead the industry through innovation. We foster collaboration and creativity to solve our clients’ next challenge and give them a competitive advantage.

  • Make an impact

    We drive positive change as individuals, and as a company. We’re passionate about creating a better tomorrow for our industry and our communities.