Client Success Manager
ISS STOXX · Rockville, MD · 1 wk ago
HybridCustomer Service$60k–$72k/yrFull-time
Main Responsibilities
- Act as a trusted advisor for clients and their advocate within ISS STOXX
- Serve as domain expert on ISS STOXX's suite of proxy and corporate governance solutions
- Partner with ISS STOXX team members to drive operational excellence for both new and existing clients
- Own and manage client inquiry and issue resolution process, utilizing Salesforce.com and other internal tools
- Assess client reporting needs and coordinate report delivery
- Achieve target renewal rate through outstanding client service
- Conduct regular calls with clients (health checks, training, relationship planning and review)
- Identify accounts at risk and create plans to ensure revenue and client retention
- Assist with annual due diligence process for clients
- Maintain active interest in and awareness of industry trends and developments, including new ISS STOXX products and services and proactively communicate key developments to clients
- Identify and communicate up-sell opportunities to sales team to assist in closing new deals
- Provide subject matter expertise in pre-sales/up-sell/on-boarding activities
- Perform testing of new product features
- Act as “quarterback” between client and internal ISS STOXX teams for key client initiatives
- Other special projects and initiatives for the business, as needed and assigned
Qualifications
- Bachelor’s degree required
- 3-5+ years of experience in an account management or client service position preferred, ideally in financial or corporate governance industries
- Strong interest in finance, with understanding of financial markets and market players
- Proactive attitude, innovative, motivated, client-oriented and commercially aware thinker with strong attention to detail
- Excellent multi-tasking and prioritization skills; ability to effectively manage multiple tasks and projects simultaneously
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office product suite
- A team player able to effectively manage the expectations of a diverse client base
- Absolute personal and business integrity