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Client Growth Specialist
2 weeks ago
Gain a deeper understanding of client relationships and their potential for growth. In this pivotal role, you will support the Client Team in crafting strategies to enhance retention and expansion opportunities.
Job Summary: We are seeking an ambitious professional with exceptional organizational skills, attention to detail, and excellent communication abilities. The ideal candidate will have experience working with CRM tools, LinkedIn, and data sources like Whale Wisdom.
- Critical Responsibilities:
- Design a system to manage client engagement and maximize subscription value
- Identify cross-selling opportunities based on client behavior, fund activity, or new product releases
- Monitor renewal dates and oversee the renewal process to prevent missed opportunities
- Develop initiatives to deepen client relationships and maintain engagement
Key Qualifications:
- Experience: 2+ years in a client-facing, operations, or account support role - preferably within finance, data, or SaaS
- Skills: Strong research and organizational skills; ability to synthesize information quickly and communicate it clearly
- Tools: Proficient in using CRM tools, LinkedIn, and data sources like Whale Wisdom
About This Opportunity:
This position is a key part of our team's growth strategy. As a Client Account Executive, you will work closely with senior stakeholders to build lasting relationships with clients and drive business success.
This opportunity offers a unique chance to make a significant impact on our company's future. If you are a proactive, commercially curious individual with a passion for delivering results, we encourage you to apply.
