About this role
Note: This role is primarily remote with the expectation of meeting in person in Central London up to 2 days a week. A Senior Client Success Manager plays a critical role in servicing strategic Wealth Management accounts that are key to the future success of the company. In this role you will work alongside the Senior Vice President, Account Manager to execute on customized client engagement strategies to ensure our Wealth clients are deriving the maximum value from CFRA's services. A Senior Client Success Manager will also have their own book of non-Strategic accounts to manage. The Account Management team works with the Sales, Research, Product, Marketing and Sales Operations Teams to develop an in-depth understanding of each client’s requirements and tailors’ solutions using CFRA content, products, and expertise to meet the client’s needs. Manage wealth management accounts in designated book Develop a deep understanding of your clients, including their objectives, needs, and working styles Drive adoption of products/services Monitor usage data to target inactive users Maintain accurate users lists that reflect active users Seek opportunities for growth, specifically with user adds, within existing accounts Serve as the product expert for services within your client base Conduct product training Assist with inbound product and research related questions Partner with Product to ensure client feedback is integrated into product enhancement roadmaps Partner with Marketing on campaign strategies within existing accounts