Client Success Executive

What You'll Be Doing:

• Support the Strategic Account Management Team in progressing qualified opportunities by preparing and coordinating proposals, agreements and supporting documentation, while confirming client requirements, data needs and delivery timelines with Account Managers.
• Manage client documentation and governance requirements by maintaining accurate records of proposals, internal policies and client access; following up on client consents; and supporting Client Due Diligence and onboarding in line with internal processes and audit requirements.
• Coordinate system upgrades and enhancements for existing clients by working with internal teams to track deliverables and timelines, resolve issues and provide clients with clear progress updates.
• Maintain accurate commercial and performance information by updating Salesforce records, protecting data integrity, maintaining the required Best Practice Score, and preparing sales performance reports and business reviews for the Leadership Team.
• Strengthen sales operations and account support by developing sales enablement guides, templates and best practices, and working with Finance and relevant business partners to resolve billing and payment issues.

Department: Sales & Business Development
Function: Customer Service
Experience Level: Associate