ESG Associate Client Success Manager
ESG Associate Client Success Manager
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Job Description
The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers.
Our business is unique in its ability to reach globally service locally and provide crossjurisdictional services. With our clients at the heart of everything we do our hardworking team has successfully delivered on an unprecedented growth and transformation journey and we are now represented by over circa 13000 employees across 112 offices career with us should reflect your energy and passion.
Thats why at Apex Group we will do more than simply empower you. We will work to supercharge your unique skills and experience.
Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold industrychanging realities.
For our business for clients and for you
About Holtara
Holtara is at the forefront of developing successful ESG programs combining expert advice with our awardwinning platform. For over 15 years we have been empowering investors managers and companies to leave a lasting legacy they can be truly proud of. Backed by the global Apex Group Holtara offers a unique blend of advisory and technology services across the investment lifecycle aiming to impact businesses today for a sustainable tomorrow.
Key responsibilities
Are you an exceptional individual who wants to use your career to change the world Have you been waiting for the opportunity to work for a purposedriven tech business with the backing of a successful corporate company
This is an excellent opportunity for a highly motivated professional to join our global ESG Team. We are now looking for a Associate Client Success Manager to deal with our clients through our platform and delivery an exceptional customer experience. The ideal candidate will have previous experience in a client facing role in a SaaS B2B company and be able to demonstrate how they have promoted client loyalty.
As an Associate Client Success Manager you will have ownership of your portfolio of customers nurturing customer relations and ensuring that the full potential of our services is being realized among our existing and future customers and partners. Your main goal is to ensure your portfolio of customers hit their goals through our services and are successful. You do this by understanding indepth the ESG landscape and regulatory obligations your customers and our product and applying the sum of this knowledge to drive the highest value for our customers.
The end goal is to become their trusted advisor. As much as you are driven by results you also have a keen sense of delivering an amazing customer experience. Are you someone who wants to join a dynamic team that is gearing up for rapid growth Read on!.
Job specification
Motivated organized individual for a fastgrowing global client success function responsible for coordinated efficient highquality delivery of ESG services.
Primary liaison with US clients that are typically highprofile investment managers in private equity and credit.
The Associate CSM will lead on all engagement communication and coordination with these clients and their portfolio companies post onboarding to drive meaningful measurable ESG improvements.
Maintain ongoing contact with clients and portfolio companies for upsell opportunities and encourage cross and upsell of our ESG products with Apex clients.
Ensure all aspects of client engagement and delivery are coordinated aligned and efficient.
Ensure a consistently high quality of report delivery both in content and timing reflective of the client needs ESG priorities and high impact potential.
Proactively identify aspects of the delivery process and products themselves that can be improved to ensure that Apex ESG remains efficient and bestinclass.
Ensure clients have visibility and access to all Apex ESG products underpinning our endtoend solution.
Skills Required:
Our ESG team has an inclusive culture with individuals who care about making a difference for people and planet.
Over 12 years of experience in a clientfacing role within the financial industry preferably in Customer Success Account Management Sales or Consulting.
Experience in a clientfacing role preferably with highprofile international clients.
Proven experience working with SaaS platforms.
Experience in working with a CRM tool (Salesforce Gainsight etc. is ideal.
Strong collaboration and facilitation skills to engage with multiple teams to achieve client goals.
Ability to communicate and influence with excellent interpersonal skills video conference manner and a high level of written and presentation skills.
Experience delivering multifaceted projects that include client meetings team coordination and report writing.
Proactive ambitious and openminded with an ability to problemsolve.
Knowledge of the market technology and/or operations within the ESG and/or financial industry preferably.
Highly organized strong processes with exceptional attention to detail.
Interest or curiosity about technology and data.
Experience of being part of a team in a positive inclusive and efficient manner.
Ability to work hard and work smart to be resilient timeefficient and comfortable with change.
ESG and Sustainability background is desired but not a must.
Strong networker willingness to network at events if required.
Language skills beyond English would be an advantage but not necessary.
To enjoy working as a team and to have fun.
We pride ourselves in our commitment to fostering a connected and inclusive culture all our opportunities at Apex have five 5 days in office requirement.
Salary ranges from USD $80000.00 USD $95000.00 plus additional discretionary yearly bonus based on corporate and individuals performance. Compensation within this range is dependent on individuals skills experience and qualifications.
#LITS1
Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Required Experience:
Manager
Employment Type
Full-Time
