Client Success Manager

Apex Group - Charlotte, NC

Full-time - Mid Level

Charlotte, NC

10,001+ employees

Real Estate

About the position

The Client Success Manager at Apex Group is responsible for leading client engagement and ensuring exceptional customer experiences within the ESG sector. This role involves nurturing relationships with high-profile investment managers, driving measurable ESG improvements, and acting as a trusted advisor to clients. The position requires a deep understanding of the ESG landscape and the ability to leverage the company's services to help clients achieve their goals.

Responsibilities

• Lead clients through the platform and deliver exceptional customer experiences.
• Nurture customer relations and ensure the full potential of services is realized.
• Understand the ESG landscape and regulatory obligations to drive value for customers.
• Act as the primary liaison with US clients, typically high-profile investment managers.
• Maintain ongoing contact with clients for upsell opportunities and encourage cross-selling of ESG products.
• Ensure high-quality report delivery that aligns with client needs and ESG priorities.
• Proactively identify improvements in the delivery process and products.
• Ensure clients have visibility and access to all Apex ESG products.

Requirements

• Over 5 years of experience in a client-facing role within the financial industry, preferably in Customer Success, Account Management, Sales, or Consulting.
• Experience with high-profile, international clients.
• Proven experience working with SaaS platforms.
• Experience with CRM tools (Salesforce, Gainsight, etc.).
• Strong collaboration and facilitation skills to engage with multiple teams.
• Excellent interpersonal, written, and presentation skills.
• Experience delivering multi-faceted projects including client meetings and report writing.
• Proactive, ambitious, and open-minded with problem-solving abilities.
• Knowledge of the ESG and financial industry is preferred.
• Highly organized with exceptional attention to detail.
• Interest in technology and data.

Nice-to-haves

• ESG and Sustainability background is desired but not a must.
• Language skills beyond English would be an advantage.

Benefits

• Competitive remuneration commensurate with skills and experience.
• Training and development opportunities.