Senior Client Success Executive

The Senior Client Success Executive’s (CSE) goal is to support and facilitate the retention of our mid-market Non-Profit customers. The Senior CSE ensures our customers achieve maximum value from our products by providing outstanding experiences across the customer lifecycle - focusing on customer outcomes and improving adoption of our products.

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What you'll do

• Establish a trusted advisory relationship that works to ensure our clients overall satisfaction with our products.
• Engage with clients in a consultative and consistent manner (e.g. roadmap presentations, product and data best practices, account and success planning and product trainings)
• Partnering closely with Account Managers to deliver value to our customers, aiding retention and uncovering growth opportunities
• Delivering proactive and ongoing adoption and customer success value engagements at key moments of our customers' journey
• Acting as a liaison between product management and the customer with a focus on communicating Altrata’s roadmap and how the roadmap will deliver value to our clients.
• Prioritizing and driving resolution on customer issues.
• Driving product adoption by aligning our product features and functionality with customers' overall business needs.
• Creating customer champions and advocates at all levels within the organization
• Develop customized Success Paths that guide customers on their Altrata journey

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Who you are?

• You are customer-obsessed and like to get under the hood. You enjoy working with clients and building deep relationships at all levels.
• You have extensive experience expanding and growing existing accounts.
• Extensive experience successfully managing mid-market and key customer accounts.
• You have successfully managed a book of business of over 60+ accounts.
• Experience with implementing data-driven insights to engage clients and reduce churn.
• Cross-collaboration amongst sales, product, and tech teams.
• Experience meeting and exceeding quarterly goals on retention and adoption
• You thrive in fast-paced environments and enjoy solving complex client requests

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About Altrata

Altrata is a global leader in people intelligence. It includes more than 100 million profiles on wealthy individuals around the world and more than 12 million profiles on senior decision makers, board members and c-suite leaders. Altrata provides intelligence on the people who are most impactful to our clients’ success.

Advanced integration solutions allow deeper insights and access to billions of connections helping clients close more deals, manage risk, and identify up and coming talent quickly. Our data is actionable, accurate, and comprehensive. Powered by a global team of more than 400 researchers who are committed to maintaining millions of profiles and changing data points, so you can effectively engage and make meaningful, lasting connections.

Altrata™ is comprised of five distinct offerings: BoardEx, Boardroom Insiders, RelSci, WealthEngine, and Wealth-X.

Altrata is actively committed to promoting, fostering, and nurturing a diverse and inclusive environment, and all applicants will receive equal consideration regardless of race, sex, religion, color, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We recognize that these types of statements appear often in job descriptions. At Altrata, we really and truly mean it.