Client Success Executive

Full-time Management & Operations

Role Overview

Job description

• Support the Strategic Account Management Team after they have secured or initiated a business opportunity by assisting in drafting and coordinating agreements, proposals, and related documentation based on qualified sales discussions.
• Assist in developing and maintaining sales enablement materials, including guides, templates, and best practices, to support internal consistency.
• Manage administrative tasks and maintain accurate records of proposals, internal policy document, client access management and documentation to ensure compliance with internal processes and audit requirements.
• Prepare proposals as needed and work closely with Account Managers to understand data requirements, timelines, and client needs.
• Follow up on client consents and ensure all required documentation is completed accurately and on time.
• Coordinate and support existing client system upgrades an...