client relationships, upsell, cross sell, Renewals, retention
- Identify key contacts at existing clients and maintain a strong need to secure future retention.
- Identify potential users to increase usage within the clients’ organization to grow the value of on-going engagements such as customized training and day-to-day support.
- Identify clients at risk, ensuring urgent client issues are resolved in a timely manner and turn the risks into safe renewal opportunities.
- Effectively communicate the status, risks and opportunities within the existing clients with the Sales team.
- Must have a “Client-first” attitude.
- Strong communication skills, both verbal and written. Nice to have any Asian language and professional fluency in English
- Prior experience in Client Success or Client Service within the financial data vending industry (is a bonus)
- Highly proficient in MS Office Suite and CRM systems. Experience with Salesforce is preferred
- Working knowledge of the financial market data space, alternative assets, and financial services industries