Customer Success Specialist - Financial Services Domain

The Customer Success Specialist plays a key role in the post-sales team by developing and executing business strategies to enhance customer experience, usage and retention.

Experience working with Financial Services Clients is a must for this role.

Key Responsibilities:

- Deliver tailored engagements (e.g. enterprise workshops) that help customers to maximize the value derived from Organisations solutions post sale and build intimacy

- Use specialist knowledge to demonstrate and educate customers on relevant functionality and content resulting in increased usage and product adoption

- Interpret and take action on usage information focusing on - at risk- customers to mitigate cancellations and identify value optimisation opportunities

- Promote insights relevant to customers - workflow and act as a voice of the customer internally, feeding back their experiences

- Provide transparency to the customer and act as a - quarterback- to ensure the organisation delivers on sales commitments

- Develop and execute retention strategies as part of the customer success plan for accounts, in conjunction with Account Managers

- Identify and investigate opportunities to raise to Account Manager for action and share insights to aid the sales process

About the Organisation:

Our client - a global firm, equips the financial community with access to an open platform that uncovers opportunity and catalyzes change. With a dynamic combination of data, insights, technology, and news their customers can access solutions for every challenge, including a breadth of applications, tools, and content - all supported by human expertise.