Client Success Executive

Job description

What You'll Be Doing

Support the Strategic Account Management Team after they have secured or initiated a business opportunity by helping draft and coordinate agreements, proposals, and related documentation based on qualified sales discussions. Help develop sales enablement materials, including guides, templates, and best practices, to support internal consistency. Manage administrative tasks and maintain accurate records of proposals, internal policy document, client access management and documentation to ensure compliance with internal processes and audit requirements.

Prepare proposals and work with Account Managers to understand data requirements, timelines, and client needs. Follow up on client consents and ensure all required documentation is completed accurately and on time. Coordinate and support existing client system upgrades and enhancements by working with our teams to track progress, manage timelines, and communicate important updates to clients. Work with finance and company partners to resolve billing or payment-related issues.

Prepare and deliver accurate sales performance reports and business review to Leadership Team. Manage data integrity in Salesforce, including regular updates to ensure the Best Practice Score is maintained. Provide support to Sales Support teams in conducting Client Due Diligence (CDD) and assisting with client onboarding processes when needed.

Qualifications

What We're Looking For

Diploma or Bachelor of Degree in Business Studies/Administration/Management, Finance, Marketing or related field. 1 or more years of experience in client success, sales support, account support, or a similar client -facing coordination role. Familiarity with banking and finance industry or fintech industry will be an advantage. Experience balancing a book of business and Experience balancing a book of business and follow up with internal teams.

Experience documenting customer pain points, workflows, and requests mindset with accuracy in documentation and reporting. Clear Experience conducting quarterly business reviews, detailing customers' adoption of and progress with the product for internal coordination. Prepare slides and presentation materials when necessary