Key Responsibilities:
Ensures all client administrative tasks are fulfilled
Works with customer operations team to help with deal execution and support
Understands key client objectives and supports account planning
Identifies additional opportunities for revenue and proactively
Knows 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
Supports key relationship owner for a set of low-medium complexity/priority accounts
Has understanding for the overall sales cycle
Supports on annual price increase process
Drives customer lifecycle framework and ensures strong renewal execution, minimizing cancellations
Adhere to financial controls and policies, managing third-party data responsibly
Demonstrate deep 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
Manage diverse order types, ensuring accurate system entries and fulfilment in a timely and accurate manner
Manage assigned strategic projects across an assigned account book on a proactive basis
Qualifications and Experience:
Advanced understanding of the financial services industry
4-5 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
Proven strong understanding of contract handling, account data management, and business processes
Proficient in using Salesforce and workflow systems
Understanding of computer systems; knowledge on SAP, SalesForce and Siebel is an advantage
