Role Description

Managing the client engagement and business development activities for our the Insight Sustainability module, and managing key UK account across the broad Insight business. Building positive relationships at various levels within client’s organization with consistent communication and exceptional client service. Specify, design, and contribute to the product roadmap of Insight Sustainability  through engagement with the Insight ecosystem and through ongoing knowledge of the regulatory landscape and industry initiatives. Work closely with Account management, Onboarding, Technical Services and Sustainability teams within Insight and the broader APG group to increase awareness of product and initiative updates and ensure coordinated effort in client and prospect engagement

Responsibilities:

  • Provide SME knowledge on the Insight Sustainability  offering to existing LP clients to promote the initiative
  • Educate and demonstrate the ESG Outreach solution to Data contributors in the Insight ecosystem to promote adoption
  • Work closely with clients to build positive relationships at various levels within your client’s organization through consistent communication, expectations management, and exceptional client service
  • Demonstrate a hands on approach to product evolution through design,  configuration , and creation of analytics.
  • Lead representative on Insight Client Success to key clients in the UK
  • Collect client feedback on the service and product and take necessary actions, including escalating issues that impact service delivery;
  • Educate clients on how to use the product – product demos, ongoing training on newly added features

Other Responsibilities:

  • Communicating with product/technology team to propose/test new features/enhancements, report and fix product bugs;
  • Working closely and coordinating with Head of Client Success (CS) and other CS Team Leads to ensure client deliverables are met and the client  operation team is productive and stable;
  • Addressing or escalating issues that impact service delivery and client satisfaction to Head of Client Success and other CS Team Leads as appropriate for all issues to be resolved timely, effectively and efficiently;
  • Providing regular status updates and other internal reporting.

Experience Required:

  • Educated to a minimum of degree level in Sustainability, Economics, or Technology related fields
  • Demonstrable interest in Financial Markets with knowledge of Alternative Assets being a plus
  • Demonstratable interest around ESG frameworks and regulations including the SDGs, SASB, GRI, TCFD, and SFDR
  • Excellent documentation, presentation skills, energetic and dynamic personality
  • Advanced MS Office knowledge (especially Excel)
  • Previous experience in a financial technology firm working in sales or relationship management or in an investment firm working within the ESG function

Source: for more information click here.

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