Customer Success Partner

Customer Success Partner

Location: US (remote) or UK (London-based, partially remote)

Do you thrive on delivering exceptional client service and engagement? Are you passionate about helping clients get value from their services and love a good plan?

We are seeking a driven and results-oriented Customer Success Partner to join our team at Datos Insights. As a CS Partner, you will be the primary point of contact for a group of clients, acting as a trusted advisor and partner as they use our services and products.

Datos Insights is an insights and advisory firm providing mission-critical insights on technology, regulations, strategy, and operations to banks, insurers, payments providers, and investment firms—as well as the technology and service providers that support them.

Strong organization and communication skills, intellectual curiosity and joy in balancing autonomy and group work are all great predictors of success at Datos.

Responsibilities:

• Build a deep knowledge of Datos’ service offerings
• Onboard new clients and ensure they are set up for success with a calendar of regular engagement
• Drive usage and engagement with subscription clients, including but not limited to: advisory usage, research consumption, attendance at live and virtual events, expand the base of users
• Foster strong relationships with clients, building trust and rapport
• Collaborate with internal teams (Sales, Product, etc) to ensure a seamless client experience
• Monitor key client usage metrics and report on progress toward goals
• Troubleshoot client issues and escalate complex problems
• Identify renewal risk as well as opportunities for upselling and account expansion
• Use of Salesforce CRM (Customer Relationship Management) to record client data and notes

Desired experience and capabilities include:

• 1-3 years of customer success experience in software, banking, or insurance industries
• Outstanding written and oral communication skills and ability to maintain conversation with clients in a diplomatic and goal-focused manner
• Strong project management and organizational skills
• Analytical and goal-oriented mindset
• Strong IT skills (CRM, Excel, PPT, SharePoint, Outlook) with the ability to learn new tools in the role; Proficiency with Salesforce.com preferred
• English fluency, a bachelor’s degree

Datos is an equal-opportunity employer and is committed to offering a rewarding professional environment. Compensation consists of a base salary and a performance-based bonus, flexible time-off, and a 6% employer match on the US 401k. Datos is an equal-opportunity employer.