Vice President - Team Lead

Job Description

The Preqin Client Engagement Team manages partnerships with every Preqin client and serves as a trusted advisor, problem-solver, and business partner to Preqin’s client base. The team gathers client information to better understand our clients’ needs.

Key Responsibilities

• As a regional team leader, manages a diverse portfolio of clients and sets the strategy for engagement, retention, and growth in the region.
• Provides leadership for direct client engagement team members, including coaching, performance management, and development, to ensure strong client outcomes.
• Responsibility for financial performance, customer relations, including engagement, customer satisfaction, retention, and growth.
• Establish governance with senior stakeholders and executives.
• Develop a deep understanding of clients’ strategic goals and how Preqin can be applied in their investment processes and analyses.
• Responsible for managing the renewal process.
• Identifies upselling opportunities and collaborates with Business Development to pursue new customer targets and directly execute upselling opportunities.
• Prevents churn risks by gaining a deep understanding of customers' requirements and needs.
• Collaborate with marketing, influencer, and media teams to ensure effective campaigns that strengthen customer engagement efforts.
• Collaborate with Product, Data, Engineering, and other teams by sharing customer feedback, issues, and trends to shape our roadmap and priorities.
• Collaborating with Aladdin and BlackRock teams on shared clients and commercial opportunities.

Skills and Qualifications

• 10+ years of sales experience in a sales or account management role in the financial services sector, alternative investments, or B2B sales.
• Proven experience in leading and scaling a sales or account management region, including the design and execution of campaigns and strategic outreach.
• Proven experience in leading, developing, and motivating large teams.
• Proven success and a track record of meeting quotas and sales targets.
• Practical knowledge of the financial market data sector, alternative assets, and the financial services industry.
• Strong interpersonal skills and a professional demeanor, with the ability to communicate complex ideas.
• Excellent attention to detail and analytical skills, combined with a knack for and ability to solve problems.
• A responsible, motivated, conscientious, and results-oriented work ethic.
• Strong planning and organizational skills, with the ability to meet deadlines.
• A desire to be a phenomenal team member who can quickly fit in and build relationships.
• Excellent knowledge of Microsoft software such as Outlook, Word, Excel, and SharePoint.

Our benefits

To help you stay energetic, engaged, and inspired, we offer a comprehensive health and wellness program, a generous parental leave policy, and various benefits