Account Manager enhancing client engagement and retention for the LiquidityBook product at FactSet. Driving customer success strategies and cultivating relationships to exceed client expectations.
Responsibilities
Embrace and promote a customer-first culture as an Account Manager on the LiquidityBook team
Develop and execute customer success strategies, analyze support data to identify trends
Lead Quarterly Business Review (QBR) meetings with clients, capturing comprehensive notes and actionable feedback
Implement process or configuration improvements tailored to individual client environments
Act as an escalation point for complex client issues, coordinating with internal teams for solutions
Monitor and report on key performance indicators (KPIs) and health metrics for accounts
Foster a feedback loop between clients and the Front-office Product teams
Cultivate strong relationships with key contacts at each client organization
Requirements
5+ years in a client service role focused on front-office trading workflows
Meticulous attention to detail in client meeting documentation
Deep understanding of customer expectations and a passion for building long-term relationships
Ability to positively influence client retention by aligning product knowledge to client objectives
Interest or experience in sales, retention, and business growth
Exceptional interpersonal and relationship-building skills
Strong organizational and project management abilities
Outstanding verbal and written communication
Creative problem-solver with a track record of delivering results
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