Client Success Manager

Company Overview

About Nasdaq eVestment eVestment is an Analytics business within Nasdaq’s broader Capital Access Platforms division, offering end-to-end solutions for asset managers and asset owners in over 40 countries. Our solutions facilitate the marketing, sales, and monitoring of institutional products, helping clients worldwide enhance their operations.

Role & Responsibilities

Your Role and Primary Duties As a Client Success Manager at eVestment, you will lead efforts to ensure eVestment clients gain maximum value from our solutions, and directly support company revenue growth through account retention and expansion.

Key Responsibilities Include:

• Client Engagement: Proactively engage with clients to deliver valuable, educational content that emphasizes the benefits of our solutions, identifying and targeting at-risk accounts for special attention.
• Service Excellence: Manage account portfolios to ensure optimal client interaction and satisfaction, taking the lead on elevated service issues.
• Needs Assessment: Conduct regular assessments to understand client workflows and provide solutions for optimization, training users for efficiency.
• Account Growth Collaboration: Educate clients on availability of newer tools and services that may meet additional/emerging needs, passing interest to Revenue Directors to support territory and account revenue growth
• New Client Integration: Collaborate with the new client onboarding team to ensure seamless handoffs upon client onboarding.
• Product Advocacy: Educate clients on new tools and services, feed client feedback into product development through detailed documentation in Salesforce.
• Collaboration: Work with internal Solutions Specialists, Sales, and Marketing teams to develop and implement tailored growth and retention strategies.
• Continuous Learning: Stay updated on platform capabilities and internal product trainings to enhance your understanding and support of client needs.

Required Skills

We Expect You To Be:

• Exceptional Communicator: Demonstrate superior verbal and written skills, with a focus on client interaction and clear communication.
• Analytical & Strategic Thinker: Exhibit strong analytical and strategic capabilities to develop specific strategies that drive both retention and revenue growth.
• Collaborative & Proactive: Display a high level of collaboration and proactiveness, coordinate internal resources, and build new relationships within client firms.
• Client-centered: A client-focused professional with keen interpersonal and listening skills, adept at identifying root causes and understanding client sentiments.
• Experienced Professional: Possess 1-2 years of B2B client experience, preferably in financial services.

Summary

The Client Success Manager will play a critical role in driving the value realization for our clients and supporting the company's growth objectives. This is a dynamic role requiring a proactive, customer-centric professional with a strategic mindset and solid experience in B2B, particularly within financial services.