Client Success Associate at Private Equity Insights - ScoutJobs - The AI-curated global job board
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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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Client Success Associate

Private Equity Insights · London

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