Junior Account Manager at FactSet enhancing client satisfaction and retention for LiquidityBook. Develops strategies, fosters relationships, and leads business reviews to maximize product value.
Responsibilities
Embrace and promote our customer-first culture as an Account Manager on the LiquidityBook team.
Develop and execute customer success strategies, analyze support data to identify trends, and help refine the customer journey for your assigned accounts.
Apply targeted tactics to boost product adoption and enhance customer loyalty, directly impacting retention and reducing churn for your portfolio.
Lead Quarterly Business Review (QBR) meetings with your LiquidityBook clients, capturing comprehensive notes and actionable feedback.
Through QBRs, uncover specific issues, workflow enhancements, and overall product feedback, as well as recognize upsell and cross-sell opportunities (e.g., data, EMS/OMS/PMS, TCA).
Implement process or configuration improvements tailored to individual client environments and needs.
Act as an escalation point for your clients’ complex issues, coordinating with internal teams to deliver effective, timely solutions.
Monitor and report on key performance indicators (KPIs) and health metrics (e.g., NPS, client satisfaction, churn reduction) for your accounts.
Foster a feedback loop between your clients and our Front-office Product teams, supporting collaborative product development aligned to client objectives.
Represent the Voice of the Customer in meetings, communicating client challenges and strategic feedback to FactSet.
Cultivate strong relationships with key contacts at each client organization, reinforcing the partnership between FactSet and your clients.
Requirements
3 - 5 years in a client service role and technical account management, customer success
Meticulous attention to detail, especially in client meeting documentation, while appreciating the broader context of client needs.
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, resourceful problem-solver with a track record of delivering results.
Bachelor's Degree in related field
Benefits
Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.
Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.
Career progression planning with dedicated time each month for learning and development.
Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.
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