Client Success Associate

The Client Success Associate role provides client service and relationship management to Australia-based clients across the wealth management market. The role involves managing post-sales onboarding, product training, and client engagement to ensure maximum client renewal.

Requirements

• Manage post-sales onboarding, administration, relationship management, client retention and service for Rainmaker/ISS MI products.
• Develop and maintain excellent client relationships with assigned accounts and with existing and potential Rainmaker/ISS MI clients.
• Become a product expert and provide ongoing training and support to Rainmaker clients, proactively and for inbound queries.
• Work closely with development, data operations, research and marketing teams to provide client feedback for product enhancements.
• Assist the Head of Client Success and Account Management team with the client engagement, retention and renewal strategy for Rainmaker research and product clients.
• Assist Technical Sales team with identifying sales opportunities, client prospecting, upsell opportunities and cross-product solutions.
• Assist Account Management team to manage client renewal pipeline and retention targets in Salesforce.
• Provide operational support, monitoring product usage and assist with client reporting.

Benefits

• Opportunity to work with a leading provider of research and technology solutions for the financial market
• Chance to develop skills in client service, account management, and engagement
• Collaborative team environment
• Professional development opportunities