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Posted 14 hours ago
Client Success Associate
Private Equity InsightsClient Success Associate
Perks & benefits
VisaRelocation AllowanceHealth InsurancePaid Leave
Requirements
3+ years client management experience, Bachelor's or Master's degree, Proficiency in CRM and Google Docs, UK work permit
Skills
CRMAccount Managementcustomer success
About the role
About the Company
Private Equity Insights is the world's leading Private Equity community. We connect and develop more than 240,000 investment professionals across the world through our platforms, which include conferences, webinars, magazines, and news reports.
Responsibilities
- Collaborate with internal teams, including sales, marketing, and operations, to coordinate resources and deliver exceptional service to clients
- Align on Sponsor expectations pre and post-sale to ensure the sales process is deliverable
- Serve as a primary point of contact for clients from initial planning through event delivery
- Maintain accurate records of client interactions, contracts, and agreements using CRM
- Provide daily support to sponsors to facilitate registration through internal management systems
- Build an internal knowledge base and assist with onboarding new clients
- Collect post-event client feedback to evaluate satisfaction and identify improvements
Requirements
- 3+ years of experience in client management, account management, or customer success roles
- Bachelor's or Master's degree with outstanding results
- Proficiency in CRM software and Google Docs Editors suite
- Valid UK work permit
- Strong organizational and detail-oriented skills
- Ability to learn new systems quickly
Benefits
- Opportunity to have a real impact in a start-up environment
- Unlimited internal growth potential
- Overseas travel opportunities for conferences
- Development of interpersonal, organization, and project management skills
- Attractive compensation package
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Private Equity Insights · London
