Index Client Success Strategist

hace 1 semana


Monterrey, Nuevo León, México MSCI Inc A tiempo completo

The Asset Owner Index Client Success Manager plays a pivotal role in ensuring client satisfaction by resolving issues promptly and offering expert guidance on index methodology and related research.

Responsibilities
  • Develop an in-depth understanding of MSCI's index construction methodologies, including ongoing enhancements and new products.
  • Stay informed about industry trends, market conditions, and the competitive landscape to provide clients with relevant insights and recommendations.
  • Mastery of MSCI Index tools, applications, and data usage is crucial; training clients on our products, tools, and applications is also essential.
  • Serve as a liaison and source of feedback directly to Sales, Research, Product Management, Finance, and Product Delivery groups.
  • Establish a continuous feedback loop with clients to gather their input and adjust strategies as needed. Ensure solutions address specific client needs and challenges.
  • Maintain regular communication with clients through scheduled meetings, calls, and emails, organizing in-person meetings when necessary.
  • Prepare Service Cards for Clients, Sales, and Client Service Head quarterly, highlighting usage metrics, turnaround times, and client satisfaction levels.
  • Conduct quarterly index analysis and potential client presentations if merited.
  • Identify opportunities for upselling additional services or products to clients and play a key role in renewal management with account-specific retention strategies.


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