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- Tasks: Manage client relationships and ensure they achieve their ESG goals using our platform.
- Company: Apex Group is a global leader in fund administration and ESG advisory services.
- Benefits: Enjoy a dynamic work environment, growth opportunities, and a supportive team culture.
- Why this job: Join a purpose-driven team making a real impact on sustainability and client success.
- Qualifications: 1-2 years in a client-facing role, preferably in SaaS or financial services.
- Other info: Work in a positive, inclusive team with a focus on fun and collaboration.
The predicted salary is between 32000 - 46000 £ per year.
Join to apply for the Client Success Manager role at Apex Group Ltd
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The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.
Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.
That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.
Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
For our business, for clients, and for you
About Holtara
Holtara is part of Apex Group and is the leading worldwide consultancy firm specializing in ESG advisory services and software solutions. We help our clients navigate the complexities of carbon & climate impacts, comply with relevant regulation, and achieve their sustainability goals.
Our team consists of approximately 150 people from various academic backgrounds – all driven by the aim to make real impact. Our team is based in Amsterdam, London, Madrid, Valencia, New York, Bangalore, Pune, Mumbai and ever expanding. We have embarked on an exciting journey of growth: entering new geographies, developing new products, and expanding our team. We are seeking a highly skilled and motivated early-career analyst to join our dynamic team and form part of our growing London practice.
ESG Associate Client Success Manager
Description
Are you an exceptional individual who wants to use your career to change the world? Have you been waiting for the opportunity to work for a purpose-driven tech business with the backing of a successful corporate company?
This is an excellent opportunity for a highly motivated professional to join our global ESG Team. We are now looking for an Associate Client Success Manager to manage our clients using our platform and deliver an exceptional customer experience. The ideal candidate will have previous experience in a client facing role in a SaaS B2B company and be able to demonstrate how they have maintained client loyalty.
As an Associate Client Success Manager, you will have ownership of your portfolio of clients, nurturing client relations and ensuring that the full potential of our services is being realized among our existing and future clients and partners. Your main goal is to ensure your portfolio of clients hit their goals through our services and are successful. You do this by understanding in-depth the ESG landscape and regulatory obligations, how this impacts your clients, and where Holtara can help to drive the highest value from our services.
The end goal is to become their trusted advisor. As much as you are driven by results, you also have a keen sense of delivering an amazing customer experience. Are you someone who wants to join a dynamic team that is gearing up for rapid growth? Read on!
Job specification
- Motivated, organized individual for a fast-growing global client success function, responsible for oversight of coordinated, efficient, high-quality delivery of ESG services.
- Primary liaison with UK clients that are typically high-profile investment managers in private equity and credit.
- The Associate CSM will lead on all engagement, communication and coordination with these clients and their portfolio companies post on-boarding to drive meaningful, measurable ESG improvements.
- Maintain ongoing contact with clients and portfolio companies for upsell opportunities and encourage cross and upsell of our ESG products with Holtara clients.
- Ensure all aspects of client engagement and delivery are coordinated, aligned and efficient.
- Ensure a consistently high quality of report delivery, both in content and timing, reflective of the client needs, ESG priorities and high impact potential.
- Proactively identify aspects of the delivery process and products themselves that can be improved to ensure that Holtara remains efficient and best-in-class.
- Ensure clients have visibility and access to all Holtara products, underpinning our end-to-end solution.
Skills Required:
- Over 1-2 years of experience in a client-facing role within the financial industry, preferably in Client Success, Account Management, Sales, or Consulting.
- Experience in a client-facing role, preferably with high-profile, international clients.
- Proven experience working with SaaS platforms.
- Strong collaboration skills to engage with multiple internal teams to achieve client goals.
- Ability to communicate and influence with excellent interpersonal skills, video conference manner, and a high level of written and presentation skills.
- Experience delivering multi-faceted projects that include client meetings, team coordination, and report writing.
- Proactive, ambitious, and open-minded, with an ability to problem-solve.
- Knowledge of the market, technology, and/or operations within the ESG and/or financial industry preferably.
- Highly organized, strong processes, with exceptional attention to detail.
- Interest or curiosity about technology and data.
- Ability to work hard and work smart, to be resilient, time-efficient, and comfortable with change.
- ESG and Sustainability background is desired but not a must.
- Interest in sustainability and technology required.
- Strong networker, willingness to network at events if required.
- Language skills beyond English would be an advantage but not necessary.
- To enjoy working in a positive and inclusive team and to have fun.
Our ESG team has an inclusive culture, with individuals who care about making a difference for people and planet.
We pride ourselves in our commitment to fostering a connected and inclusive culture. All our opportunities at Apex have five (5) days in office requirement
Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct souring model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
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ESG Client Success Manager employer: Apex Group Ltd
Contact Detail:
Apex Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land ESG Client Success Manager
✨Tip Number 1
Familiarise yourself with the ESG landscape and regulatory obligations. Understanding these aspects will not only help you in interviews but also demonstrate your commitment to the role and the company's mission.
✨Tip Number 2
Network with professionals in the ESG and financial sectors. Attend relevant events or webinars to connect with potential colleagues and gain insights into the industry, which can give you an edge during the application process.
✨Tip Number 3
Showcase your client-facing experience by preparing examples of how you've successfully managed client relationships in the past. Be ready to discuss specific situations where you maintained client loyalty and drove results.
✨Tip Number 4
Research Holtara's services and products thoroughly. Being able to articulate how you can help clients achieve their sustainability goals using these services will position you as a knowledgeable candidate who is ready to contribute from day one.
We think you need these skills to ace ESG Client Success Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client-facing roles, particularly within SaaS or the financial industry. Emphasise any achievements that demonstrate your ability to maintain client loyalty and deliver exceptional customer experiences.
Craft a Compelling Cover Letter: In your cover letter, express your passion for ESG and sustainability. Discuss how your skills align with the role of Associate Client Success Manager and provide specific examples of how you've successfully managed client relationships in the past.
Showcase Your Communication Skills: Since strong communication is key for this role, ensure your application reflects your excellent written and presentation skills. Use clear, concise language and structure your documents well to make a positive impression.
Research Holtara and Apex Group: Familiarise yourself with Holtara's services and the broader ESG landscape. Mention specific aspects of their work in your application to show your genuine interest and understanding of their mission and values.
How to prepare for a job interview at Apex Group Ltd
✨Understand the ESG Landscape
Make sure you have a solid grasp of the Environmental, Social, and Governance (ESG) factors that are relevant to the role. Research current trends, regulations, and challenges in the ESG space, as this will demonstrate your commitment and knowledge during the interview.
✨Showcase Your Client Success Experience
Prepare specific examples from your previous roles where you successfully managed client relationships, particularly in a SaaS B2B environment. Highlight how you maintained client loyalty and drove measurable improvements, as this aligns directly with the responsibilities of the Associate Client Success Manager.
✨Demonstrate Strong Communication Skills
Since the role involves liaising with high-profile clients, practice articulating your thoughts clearly and confidently. Be ready to discuss how you would handle client communications and presentations, showcasing your interpersonal skills and ability to influence others.
✨Emphasise Your Problem-Solving Abilities
Be prepared to discuss situations where you identified issues and implemented solutions effectively. This could involve improving processes or enhancing client engagement strategies. Showing that you can think critically and adapt to challenges will set you apart as a candidate.
