Client Success Executive

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 and enhancements by working with internal teams to track progress manage timelines and communicate key updates to clients.
• Work closely with finance and internal stakeholders to resolve billing or payment-related issues.
• Prepare and deliver accurate sales performance reports and business review to Leadership Team.
• Maintain and validate data integrity in Salesforce including regular updates to ensure the Best Practice Score is maintained.
• Provide support to Sales Support teams in conducting Client Due Diligence (CDD) and assisting with client onboarding processes when needed.
• Ensure accuracy and attention to detail in all deliverables.

Qualifications :

• Diploma or Bachelor of Degree in Business Studies/Administration/Management Finance Marketing or related field.
• 1 - 3 years working experience in client success sales support account support or a similar client -facing coordination role.
• Familiarity with banking and finance industry or fintech industry will be an advantage.
• Excellent organizational skills and ability to manage tasks and follow up with internal teams.
• Detail-oriented mindset with accuracy in documentation and reporting.
• Clear written and verbal communication skills for internal coordination.
• Ability to prepare slides and presentation materials when necessary.
• Proficiency in MS Office (Word Excel PowerPoint)

Additional Information :

Our uniqueness is that we celebrate yours. Experians people first inclusive and purpose driven culture is multi award-winning; Worlds Best Workplaces 2025 (Fortune Global Top 25) Great Place To Work in 26 countries to name a few. Check out Experian Life on social or explore our Careers Site to understand why. Experian is also proud to be an Equal Opportunity and Affirmative Action employer. If you have a disability or special need that requires accommodation please let us know at the earliest opportunity.

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Remote Work :

No

Employment Type :

Full-time

Experience: years
Vacancy: 1