What You'll Do:
Ensure all client administrative tasks are fulfilled.
Work with customer operations team to help with deal execution and support.
Understand key client objectives and supports account planning.
Identify additional opportunities for revenue and proactively.
Know required information about the industry, domain, and target personas.
Collaborate closely with internal stakeholders, e.g., relationship managers, sales teams, legal, and order management to support client scenarios.
Own and maintain data hygiene in pipeline for select data fields.
Support key relationship owner for a set of low-medium complexity/priority accounts.
Have understanding for the overall sales cycle.
Support on annual price increase process.
Drive customer lifecycle framework and ensures strong renewal execution, minimizing cancellations.
Adhere to financial controls and policies, running third-party data responsibly.
Demonstrate understanding of CRM workflow and systems: raise, follow through and track requests across the client lifecycle, ensuring clear documentation and prioritization.
Resolve inquiries effectively, performing thorough analyses to address root causes
Drive data and documentation accuracy across an allocated account portfolio: e.g., locate, verify, and review client contract documentation to ensure completeness and accuracy
Handle diverse order types, ensuring accurate system entries and fulfilment in a timely and accurate manner
What We're Looking For:
Understanding of the financial services industry.
2-4 years of experience in a sales operation, deal desk, customer success, or commercial support role
Industry certifications encouraged.
Excellent attention to detail and organizational skills.
Ability to prioritize and manage multiple tasks in a deadline-driven environment.
Problem solving skills: ability to understand, articulate, structure and solve client needs
Relationship building skills.
Understanding of contract handling, account data management, and business processes.
Basic knowledge in using Salesforce and workflow systems.
Understanding of computer systems; knowledge on SAP, SalesForce and Siebel is an advantage.
