Client Success Associate

4 days ago


Red Bank, New Jersey, United States ISS Corporate Solutions Full time
{"title": "Client Success Associate", "description": "Client Success Associate

At ISS Corporate Solutions, we are seeking a highly motivated and results-driven Client Success Associate to join our team. As a Client Success Associate, you will play a critical role in ensuring our clients have a positive experience with our products and services.

Key Responsibilities:
  • Provide exceptional support to clients via phone, email, or in-person meetings, including supporting chat functionality on our websites.
  • Monitor client usage and other product interactions to ensure our clients remain informed and engaged.
  • Reach out to existing clients to engage them in relevant industry content.
  • Review user activity to identify accounts who are underutilizing products and identify proactive solutions to increase volume.
  • Facilitate client webinars.
  • Provide user feedback to various departments to steer the enhancement path for our products.
  • Work with internal data teams to facilitate custom client requests.
  • Assist the Sales and Key Accounts teams in preparing for strategic client meetings and training sessions.
  • Troubleshoot client issues.
  • Facilitate new user licenses and training.
  • Thoroughly document client interactions.
  • Identify and close client upsell opportunities.
  • Create, manage, and close all client renewal opportunities.
  • Create contract records after each opportunity is closed.
  • Travel to client sites for strategic client meetings or training as needed.
  • Ensure ISS Corporate Solutions is meeting our contractual obligations to our clients.
Requirements:
  • Bachelor's degree. Degree in economics, business, communications, or related field preferred.
  • External candidates: 3 to 5 years of account management or client success experience.
  • Strong professional etiquette and relationship building.
  • Strong analytical, problem-solving, and project management skills.
  • Strong communication (written and verbal), presentation, and organizational skills.
  • Energetic self-starter using user data and performance metrics to drive decisions.
  • Ability to work well under pressure, shows creativity, and welcomes complex challenges.
  • Proven ability to adapt to changing priorities quickly and efficiently.
  • Proficiency in PowerPoint; must be able to create interactive, content-rich slides for internal and external presentations.
  • Microsoft Suite intermediate to advanced user (Office, PowerPoint, Excel, and Outlook).
  • Strong time management skills.
  • Ability to learn new technology concepts.
Preferred Skills and Knowledge:
  • Knowledge of the financial services industry with a focus on asset management.
  • Experience with enterprise software, account management, and customer service.
  • Familiarity with ISS Corporate Solutions products and services.
  • Familiarity with Google Apps for Business.
  • Familiarity with Google Analytics.

We are committed to fostering a culture of diversity and inclusion. We are invested in our people and are working every day to ensure a diverse, equitable, and inclusive workplace.

We offer a comprehensive benefits package, including medical, dental, and vision coverage, 401(k) with a company match, flexible spending account, and paid time off.

Join our team and be part of a dynamic and innovative organization that is shaping the future of the financial services industry.

", "lang_code": "en-US"}

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