Job Purpose: 

  • As the ESG Consultant your performance will be based on a combination of factors including account renewal rates, proactive management and client communication, contract value growth and pre-sales activities
  • In the pre-sales role, you will partner with the sales team, bringing industry and product expertise to client meetings
  • After a client has begun using MSCI ESG Research products, the Consultant owns and manages the client experience
  • This entails offering proactive educational ESG support, expertise on ESG services and usage, and participating in the client renewal process.

Your Responsibilities: 

  • Achieve target renewal and retention rate
  • Drive revenue growth with outstanding service
  • Serve as domain expert on MSCI ESG Research’s suite of ESG products and services
  • Proactively communicate and educate clients on key ESG matters while developing critical understanding of client use cases for integration of ESG data in to the investment or research process
  • Help to manage client inquiry and issue resolution process using SalesForce.com and other internal tools
  • Monitor and ensure client satisfaction
  • Identify accounts at risk and create a plan to ensure revenue and client retention forecasting at risk business where appropriate; working with cross-functional teams to address issues in a timely manner
  • Develop/drive account management plans for all clients
  • Conduct regular calls/visits with clients (health checks, training, relationship planning and review)
  • Identify and communicate up-sell opportunities to sales team
  • Provide subject matter expertise in pre-sales/up-sell/on-boarding activities
  • Conduct product training for clients
  • Perform frequent testing of new product features
  • Continually assess target market and work with management to ensure company is offering relevant services
  • Encourage and facilitate meetings between clients and research analysts
  • Act as liaison between client and internal MSCI ESG Research teams for key client initiatives
  • Communicate market requirements to ESG Research business leaders
  • Attend relevant industry events.

Skills and Qualifications:  

  • Successful candidates will have a Responsible Investing (RI) or financial background and exhibit an interest for ESG issues and have demonstrated experience in developing strong working relationships with external clients
  • Good understanding of ESG issues and market, financial services and how ESG factors impact the investment process
  • 5+ years of experience, preferably in a client facing position in financial services or
  • Responsible Investing
  • Excellent organizational, presentation and communication skills
  • Innovative, motivated, client-oriented and commercially-aware thinker
  • Demonstrated project management skills – define scope, resources and time lines and manage to deliverables
  • A team player able to effectively manage the expectations of a diverse and demanding client base
  • Absolute personal and business integrity
  • Bachelors required, MBA or Master’s Degree in finance, economics, international
  • relations or a related field favored or equivalent experience.

Source: for more information click here.

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