Associate Client Support Manager - Corporate
Skills
- Proficiency with Excel and PowerPoint for reporting and presentations
- Experience using Salesforce or equivalent CRM systems
- Strong verbal and written communication with professional stakeholders
- Analytical ability to interpret usage data and identify trends
- Organizational skills to manage multiple accounts and tasks concurrently
- Collaborative style to work across Sales, Product, Data, and Research teams
Responsibilities
- Support day-to-day relationships for a defined set of corporate client accounts in partnership with Account Management.
- Educate customers to drive adoption and optimal usage of CE’s products and data.
- Track deliverables, follow up on open items, and align clients and internal stakeholders on next steps and timelines.
- Maintain accurate CRM and internal records of contacts, meetings, usage notes, and renewal dates.
- Prepare client-facing materials including account summaries, usage reports, and presentation content.
- Monitor engagement and account health indicators; escalate notable changes to senior team members.
- Coordinate responses to client requests by partnering with Insights, Product, Data, and Support teams.
- Develop client-facing resources (guides, FAQs, onboarding checklists) to accelerate adoption.
- Identify and implement improvements to workflows, processes, tools, and documentation.
Education
- Bachelor’s degree in Finance, Business, Economics, or related field
- Relevant coursework or experience in data, analytics, or client-facing roles preferred
Benefits
- Competitive salary with performance-based bonus opportunity
- Company equity
- 401(k) matching
- Paid parental leave
- Flexible and generous paid time off
- Work-from-home flexibility
- Subsidized health benefits
- Vibrant environment supporting professional growth
Average salary estimate
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