What are the responsibilities and job description for the CLIENT RELATIONSHIP ASSOCIATE position at Marquis Software Solutions Inc?
Come grow with us! Marquis is the largest provider of data analytics software, services, and consulting to financial institutions in the world, providing scalable, results-driven marketing, sales, and compliance solutions for over 35 years. Founded in the late 1980s, Marquis provides compliance, marketing, and sales solutions for over 700 financial institutions. Independent surveys of our clients consistently come back saying what makes us different is our team. The Client Relationship Associate is responsible for enabling our software customers to get increasing value from their investments in our software and identifying growth opportunities.
Responsibilities:
Provide support for our customers at every stage of the customer journey. In this role, you will be focused on customer success by focusing on customer value, addressing training and support issues and helping the team with upsells, cross-sells and renewals.
- Become a Compliance software Product expert.
- Drive retention and support expansion across your book of business
- Monitor customer value, usage and health, engage with customers to resolve issues and expand usage
- Lead quarterly to semi-annual value discussions with customers and customer leadership to articulate value and identify incremental expansion of the product
- Collaborate with Support, Learning and Development, Product, and Leadership to address customer concerns and drive value.
- Identify upsell and cross-sell opportunities within your book of business.
- Identify and manage risk in your accounts
- Maintain accurate account records in our CRM
- Travel – up to 10%
Requirements
- 1 year experience as an account manager or client success manager with a software company
- Experience working in a CRM to capture activities and next steps
- Strong customer service mind-set
- Strong client presentation skills
- Strong curiosity to understand client challenges
Marquis is an equal opportunity employer.